|
|||||||
| Register | Members List | New Posts | Mark Forums Read |
![]() |
|
|
Thread Tools | Display Modes |
|
|
#1 |
|
Kasper's Automated Slave
Join Date: Nov 1997
Posts: 6,151
|
Apple's tablet will be more than a niche product - report
A new financial analysis predicts that Apple's yet-to-be-announced tablet will launch in early 2010 and sell about 2 million units in its first year -- and at an estimated $600 each, that would be an additional $1.2 billion in revenue.
The report, from market research firm Piper Jaffray, states that potential revenue from such a device has not yet been included in forecast models for Apple on Wall Street. The firm predicts that the product would increase the company's overall revenue by 3 percent in 2010. "While at first glance this may appear to address a niche market, we believe the addressable market is larger than that of the Apple TV, of which Apple sold about 1.2m in its first year," the report states. Piper Jaffray analysts also shared inside information that further suggests that the tablet will launch in early 2010. That reaffirms claims made by AppleInsider's own sources. "Last week we spoke with an Asian component supplier that has received orders from Apple for a touch-screen device to be fulfilled by late CY09," the report reads. "This data point underscores our thesis that a tablet will likely launch in early CY10." The firm sees a tablet filling a void between the iPod touch and low-end MacBook. While the product will not be a netbook and will not be marketed as a netbook, Senior Research Analyst Gene Munster believes the product would be geared towards users who want convenient, inexpensive computers for simple tasks like Web browsing and checking e-mail. We believe an Apple tablet would be priced 30%-50% below the $999 MacBook, and would offer best in class web, email, and media software," the report reads. "In other words, we believe Apple's tablet would compete well in the netbook category even though it would not be a netbook." Munster also speculates that the device will run a version of the iPhone OS and have access to the App Store. The larger screen could also allow for multitasking, which is not currently available on the iPhone. He believes this is more likely than Apple making OS X "touch friendly." "Apple could choose to simply run the current App Store apps on the larger device, with enough usable space for multiple apps to run (multi-tasking)," the report states. "Key apps, like Safari and Mail, could be made larger to make use of the larger screen resolution, making Apple's tablet appealing for more extended use, and the company could continue to leverage its primary asset in mobile computing, the App Store, in this scenario. We believe this is the most likely scenario given the success of the multi-touch platform and the App Store ecosystem, which could be accelerated with a tablet device." While the supposed Apple tablet has been expected for years, in recent weeks the amount of news on the device has reached a fever pitch. Earlier this week, another Wall Street analysis firm, Kaufman Bros., revealed that Apple had investigated screen sizes ranging from 4 inches to 12 inches for its tablet. And last month, a Chinese newspaper reported that Hon Hai Precision Industry Co. could begin assembling tablets as soon as September. |
|
|
|
|
|
#2 |
|
Registered User
Join Date: Jul 2009
Posts: 33
|
I want one right now!!!
![]()
LotOfWallpapers.com | Only the best wallpapers.
|
|
|
|
|
|
#3 |
|
Registered User
Join Date: Oct 2006
Location: Greenville, SC
Posts: 852
|
I agree. It's gonna have some amazing feature(s) that will make everyone want one.
|
|
|
|
|
|
#4 |
|
Registered User
Join Date: Aug 2006
Posts: 255
|
I call BS on that price. My 1st gen iPhone cost $600. I really wish these reports would stop trying so hard to set people up for disappointment.
|
|
|
|
|
|
#5 |
|
Registered User
Join Date: May 2006
Location: Nova Scotia
Posts: 158
|
I'm imagine the real tablet will be a lot thinner than that brick in that mockup.
|
|
|
|
|
|
#6 |
|
Registered User
Join Date: Aug 2009
Posts: 1
|
"Munster also speculates that the device will run a version of the iPhone OS [...] The larger screen could also allow for multitasking, which is not currently available on the iPhone. He believes this is more likely than Apple making OS X 'touch friendly.'"
What? Screen size had little to nothing to do with the iPhone OS not allowing multitasking on 3rd party apps -- and, as has been covered here and elsewhere a million times, multitasking is already present in the Mail and SMS apps on the iPhone. It's all about battery life. A bigger device can hold a bigger battery, and would also likely be designed for a setting where frequent charging wouldn't be a deal-breaker as it is with a phone (i.e., home/office, where there are presumably lots of outlets, maybe room for a cradle). That's why multitasking would be present, not screen size. Never mind that the iPhone OS *is* a "touch friendly" version of OS X, so the last part of the quote doesn't make much sense. They could just enable more pieces of OS X on a new device, apropos of whatever it's supposed to do, whether it uses the iPhone UI or not. |
|
|
|
|
|
#7 |
|
Registered User
Join Date: Dec 2006
Location: VR6
Posts: 35
|
Why would it not be a netbook? Because Apple isn't calling it that.
![]() If it walks like a duck and quacks like a duck...
"Some of us are decent people who want to stay out of the emergency room, but still
blast through neo-gridlock traffic in residential districts whenever we feel like it.... For that we need fine Machinery." -Dr. Hunter S. Thompson |
|
|
|
|
|
#8 |
|
Registered User
Join Date: May 2009
Posts: 11
|
iPhone OS vs OSX
I disagree that it would be easier to enhance the iPhone OS than to make OS X more "touch friendly". I have had the opportunity to play around with one of the touch screen ModBooks, and it handles OS X via touch screen with relative ease -- and that's from a third party vendor. Photoshop was even pressure sensitive for tablet drawing. Clearly Piper Jaffray hasn't done all of the homework they can there. I'd put money on this thing running Snow Leopard.
|
|
|
|
|
|
#9 | |
|
Registered User
Join Date: Jul 2003
Posts: 2,481
|
$600 is a realistic price.
Quote:
The out the door price has a lot to do with marketing. Generally the cost to produce the product has little to do with it's selling price. If we are talking an ARM based device most of the cost in the electronics is in the flash memory with the display likely equalling the Flash memory cost. That depends of course upon how much flash goes into the device and here I'm hoping two different capacity models. In any event I'm really hoping this is the type of device that I imagine it to be. I might go for rev A especially if it is supplied with the CPU and GPU power needed in rev A. The only nasty with my iPhone is it's lack of suitable CPU. This tablet simply has to perform a lot better. The new iPhone GS indicates that this shouldn't be a problem. Still the thing better be dual core at the very least. I'm actually excited but at the same time I'm hoping it isn't tied to AT&T. I'm also hoping it has just a bit more user I/O ports. SD and USB if you know what I mean. Dave |
|
|
|
|
|
|
#10 |
|
Registered User
Join Date: Aug 2002
Location: Pittsburgh, PA
Posts: 2,666
|
Price is the key. Tablets won't be people's primary computer. Instead they will be an auxiliary computer used for specific tasks. With this in mind, price is the key. Tablets will only become popular when they are so cheap that people can buy them on whim. A "why not?" kind of purchase. Otherwise, it will only be the rich that equip themselves with an auxiliary/limited-use computer.
$600 is close but not quite cheap enough in my book. At that price, most people will continue to use their laptop or desktop. With that said, I would love an Apple tablet. I probably can't justify the purchase of one though, even at the $600 price. My 24" iMac already does everything I need so a tablet would fall into the luxury category for me. |
|
|
|
|
|
#11 |
|
Registered User
Join Date: Apr 2009
Posts: 40
|
All bets are off !!
They'll sell like hotcakes for sure!!! Or maybe not
![]() Pricepoint will be sub-800!! Then again it could be higher.. or lower ![]() At least one thing is certain, they'll make everyone's dream gadget come to life!! Wait, how is that even possible ![]() Gotta love the analysts ![]() |
|
|
|
|
|
#12 |
|
Registered User
Join Date: Jul 2009
Location: Black Hole
Posts: 811
|
90% analyst reports are always wrong. So I don't care what this analyst says too. I'll believe Gruber, but not these people.
think smart think cool don't drool don't poo
|
|
|
|
|
|
#13 | |
|
Registered User
Join Date: Aug 2002
Location: Pittsburgh, PA
Posts: 2,666
|
Quote:
People are hugely interested in being able to watch anything they want, whenever they want, instantaneously on their home TV, and to do so without any hassle. Given how much people spend on cable TV subscriptions, they would certainly plop down a ton of money of an Apple TV type device that actually delivered on those promises. The software and media licensing deals just aren't there yet though. Tablets are appealing because they are rare and have the mystique of being a rare high-tech gadget. As for the masses lusting after them... not so much. |
|
|
|
|
|
|
#14 |
|
Registered User
Join Date: Oct 2006
Location: South Florida
Posts: 1,006
|
|
|
|
|
|
|
#15 |
|
Registered User
Join Date: Sep 2007
Posts: 39
|
Deal Killer
Running the iPhone OS on this tablet would be a deal killer for me.
I really am not interested in a larger version of the iPhone - the iPhone works just fine for what I need. However, a 10 inch machine that I could do some email and light word-processing on that would sync easily with my other desktop and laptop - that would be great. Hopefully I won't have to create a hackintosh in order to get this. |
|
|
|
|
|
#16 | |
|
Registered User
Join Date: Jul 2007
Location: Nawlins
Posts: 155
|
Quote:
|
|
|
|
|
|
|
#17 | |
|
Registered User
Join Date: Jul 2009
Location: Black Hole
Posts: 811
|
Quote:
![]()
think smart think cool don't drool don't poo
|
|
|
|
|
|
|
#18 |
|
Registered User
Join Date: Sep 2006
Posts: 46
|
My thought or perhaps hope is that the tablet is more like the Leander Kahney post: http://cultofmac.com/why-apples-tablet-will-rock/14003
There are too many "whys" for me in the Piper Jaffray analysis such as: Why has this thing been in development for so long if it's basically a large touch ? Using Iphone OS. They could have released that already. Why just create a large touch that competes against the ipod touch. Why use iphone OS when OSX snow Leopard has so many touch functions beyond what is used for current mac laptops ( everyone I think agrees that touch on laptop screens or desktop systems is a little awkward so what are these functions in OSX for ?) Why acquire PA Semi for custom chips when new Intel chips for handhelds would probably suffice ? Why would SJ put out just a larger touch when there is potential for a whole new class of portable ? Something slightly beyond the capabilities of current handheld products. Why would anyone think that Apple will not create something beyond expectations (they've done it over and over again) Just thoughts but my hope is that this thing can run ilife and iwork suite of apps, that would be an intriguing product in my mind. Can't wait to see, hopefully it's before next year. |
|
|
|
|
|
#19 |
|
Registered User
Join Date: Jul 2009
Location: Black Hole
Posts: 811
|
think smart think cool don't drool don't poo
|
|
|
|
|
|
#20 |
|
Registered User
Join Date: Jan 2007
Location: methane seas of neptune
Posts: 1,481
|
this thread is set to an old african movie set
the jungle drum beats and getting louder and louder and
faster and faster . the sweat drenched swirling spinning dancers circling the ever growing fire start to lose all control and yet everything speeds up even more the jungle drum beats were pounding our chests a white coated thick glassed teckstud emerges from the flames he cries >>> behold the I-TABLET things got really crazy after that
Change your company's name. Not that big of a deal.
The Beatles . |
|
|
|
|
|
#21 | |
|
Registered User
Join Date: Jul 2009
Location: Black Hole
Posts: 811
|
Quote:
![]()
think smart think cool don't drool don't poo
|
|
|
|
|
|
|
#22 | |
|
Registered User
Join Date: Jul 2009
Location: Black Hole
Posts: 811
|
Quote:
![]() ![]()
think smart think cool don't drool don't poo
|
|
|
|
|
|
|
#23 | |
|
Registered User
Join Date: Aug 2007
Location: Philadelphia, PA
Posts: 10
|
Quote:
|
|
|
|
|
|
|
#24 | |
|
Registered User
Join Date: Jan 2007
Location: methane seas of neptune
Posts: 1,481
|
Quote:
the sony bookreader sells for 299 which makes the iphone cheap
Change your company's name. Not that big of a deal.
The Beatles . |
|
|
|
|
|
|
#25 |
|
Registered User
Join Date: Oct 2006
Location: South Florida
Posts: 1,006
|
I'm still not sure of the purpose of this device, in relation to when or how it is used. If it is specialized, like a typical tablet, meaning for doctors and such, I can see that working, but on a limited basis. But if this is to be something that everyone just carries around with them, 10" seems a bit big.
Right now my iPhone is the perfect size to carry everywhere. It fits in the pocket of a pair of cargo shorts or even jeans. I don't have to remove it from my pockets to sit down or get in the car or anything. In other words an iPhone is very convenient to carry everywhere with you while still being big enough to be functional. What do you do with this 10" thing and where do you put it (...that's what SHE said...) if you take it everywhere with you? Or is something in between? Something that you take with you on certain occasions, like on an airplane or something. |
|
|
|
|
|
#26 | ||||
|
Registered User
Join Date: Jul 2003
Posts: 2,481
|
A poorly worded study be the analyst.
Quote:
So yeah poorly written. I can see Apple still enforcing the idea that each user app owns the screen with the Dock as the avenue between running apps. For small screens this should really work well. Quote:
By the way frequent charging is a bit of a deal breaker, it is not acceptable in fact. Ideally the unit would handle 4 hours of continous file transfer over the Cell network and at least twelve over the WiFi network. Even 4 hours is a bit thin for cellular networking but I'm talking continous file transfers here. This should be easy though as there is plenty of space for a battery in a tablet of this size. Quote:
It is like driving a car, you have a choice to go fast or slow and thus burn gas a the rate of your choosing. The big problem on the original iPhones is the lack of RAM to really support user multitasking but that isn't an issue anymore. Quote:
Dave |
||||
|
|
|
|
|
#27 |
|
Registered User
Join Date: May 2008
Posts: 18
|
I want on too!
![]() Not now..but RIGHT NOW!
iPod Touch 1st Gen 8GB iPod Shuffle 2nd Gen 1GB
iMac Core 2 Duo 2Ghz My Doodles, sketches and finished pieces of Art |
|
|
|
|
|
#28 |
|
Registered User
Join Date: Jun 2005
Location: Finland
Posts: 420
|
|
|
|
|
|
|
#29 |
|
Registered User
Join Date: Dec 2006
Posts: 36
|
Wow...
These financial analytists not only know what new products are coming out with what features, they also know the cost of them?
Appleinsider quick, sign them up to write for you! Really. EVERYTHING is speculation. And very questionable. They're selling unlocked iPhone's for similar pricing, so anythign new and innovative, Apple's gonna charge more than $600, easy... and that's IF they can even guess what the device is? I know there must be some way to kinda guess that there's a new product based on screen orders, etc., but with Apple's tight lipped environment everything seems almost not worth talking about until it's announced. |
|
|
|
|
|
#30 | |
|
Registered User
Join Date: Mar 2009
Posts: 652
|
Quote:
$2000 for navigation $600 for itablet and you don't have to take a stack of DVD's along with you to keep the kids entertained |
|
|
|
|
|
|
#31 |
|
Registered User
Join Date: Mar 2007
Posts: 115
|
"and sell about 2 million units"
like they know what will sell and what not. wonder how many sale they predicted for such products like that boombox (whatever it was called) or the apple tv. and now, how much people pay for the 3GS? 1000? 1100? |
|
|
|
|
|
#32 |
|
Registered User
Join Date: Nov 2007
Location: Stockholm
Posts: 21
|
Please add a stylus so I can use this as a sketch book! And a screen with brightess and contrast enoguh to use out doors.
|
|
|
|
|
|
#33 | |
|
Registered User
Join Date: Feb 2008
Posts: 1,415
|
Quote:
It's been clear for a while now that any tablet will have to run either "iPhone OS-X", (or some variant of it), instead of "Mac OS-X." Its also pretty clear that unless this thing can handle document creation it will basically be just a bigger iPod and not worthy of the tablet moniker at all. The key to that is applications. For that reason the thing that would confirm the tablet for me, would be some kind of a leak or rumour about mobile versions of Pages, Numbers and Keynote. IMO it would be absolutely necessary for these to already exist in some lab somewhere, in order for a tablet to be a viable proposition. Another thing that makes no sense however, is that if a tablet exists and it *isn't* just a bigger iPod, then that whole deal where they "split" OS-X (remember the two bridges?), and called one "Mac OS-X" and the other "iPhone OS-X" looks pretty stupid now. At the time I thought "iPhone OS-X" was just a cumbersome choice of words, but it makes even less sense with a tablet in the picture. What are they going to do, have an invite with *three* bridges on it this time? Or rename it yet again so soon after re-naming it the first time?
In Windows, a window can be a document, it can be an application, or it can be a window that contains other documents or applications. There’s just no consistency. It’s just a big grab bag of monkey poop.
|
|
|
|
|
|
|
#34 | |
|
Registered User
Join Date: Oct 2006
Location: South Florida
Posts: 1,006
|
Quote:
Incidentally, I would LOVE if Apple made software for cars. |
|
|
|
|
|
|
#35 | ||||
|
Registered User
Join Date: Jul 2003
Posts: 2,481
|
Why? You seem confused.
Quote:
Quote:
Like wise it is doubtful that the tablet will have phone functionality. It's an entirely different device and may have features foriegn to iPhone. Look at iPhone and just imagine that all of the features and apps where not limited by screen size or CPU power. Quote:
Quote:
Dave |
||||
|
|
|
|
|
#36 | |
|
Registered User
Join Date: Dec 2007
Location: New York
Posts: 1,125
|
Quote:
Let all the awkward ducks line up in a row. The beautiful creature all by itself in the other corner of the pond is a swan! |
|
|
|
|
|
|
#37 | |
|
Registered User
Join Date: Sep 2007
Posts: 39
|
Quote:
As for your suggestions about how I change how I think about things, you clearly didn't understand what I said. I have no interest at all in iPhone versions of Word, Mail, or whatever other mobile versions of these apps people would come up with. If I am on a ten-inch screen I want to use the full versions of these apps. And I want Dropbox syncing those documents immediately. I know damn well what the iPhone OS is and what it is capable of, and I don't WANT it on a 10" tablet. I want everything that is in OSX (Time Machine, etc.). What I described is NOT an iPhone OS running on a Tablet. iPhone OS on a tablet is a deal killer for me - you can try and reframe it all you want, but it won't do everything I want it to do with the iPhone OS (and it is a different OS, with different APIs than OSX, no matter what you say.) |
|
|
|
|
|
|
#38 |
|
Registered User
Join Date: Oct 2006
Posts: 54
|
I've been thinking about what this could be used for, and I really think they will be aiming it at the home entertainment/media center market. Here is an idea: what if this is the replacement for the AppleTV? The could provide a smaller, AppleTV-like device with no hard drive to connect to the TV and stereo, put a decent size HD in the tablet, and stream everything from the tablet to the TV. The could also potentially have DVR and SlingBox-type capabilities to stream TV to the tablet.
|
|
|
|
|
|
#39 | ||
|
Registered User
Join Date: Jan 2007
Posts: 849
|
Quote:
Quote:
We now return you to your regularly schedule thread topic... |
||
|
|
|
|
|
#40 |
|
Registered User
Join Date: Dec 2008
Posts: 36
|
Keeping in mind my limited savings, I guess I am going to drop the idea of getting the new iPods due in September and rather wait for the tablet. Looks like I will also need to adapt my savings cycle according to the June/September Apple launches!
![]() That's the problem called Apple addiction. You buy one product, and you get addicted to the whole product range! |
|
|
|
![]() |
| Currently Active Users Viewing This Thread: 1 (0 members and 1 guests) | |
| Thread Tools | |
| Display Modes | |
|
|