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iTunes.com, new Macs pegged as potential Apple WWDC announcements

post #1 of 49
Thread Starter 
While the new iPhone is expected to be the centerpiece of Apple's annual Worldwide Developers Conference, one analyst said Friday that Apple may also announced a cloud-based iTunes service, as well as Mac Pro and MacBook Air upgrades.

Shaw Wu with Kaufman Bros. issued a note to investors in which he saidhe believes the new "iPhone HD" will become the new flagship handset, while last year's iPhone 3GS will become the low-end model. He said the $99 iPhone 3G has arguably been "disappointing," as most Apple customers have opted to upgrade to the iPhone 3GS.

But Wu said there is a possibility that CEO Steve Jobs could use the June 7 keynote to unveil "iTunes.com," a name commonly used to refer to Apple's unannounced cloud-based streaming music service. If Apple did unveil the service, it would be a surprise, as previous rumors have alleged that the company is engaged only in preliminary negotiations with record labels over such a service.

Talks with the labels have reportedly gained little traction, as they feel streaming a single purchase to multiple devices constitutes multiple uses. By that definition, the labels could seek a greater share of revenue from iTunes purchases.

Apple's negotiating tactics with the labels have gained the attention of the U.S. Department of Justice. Staff members with the department have reportedly started inquiries with music labels as part of a broad investigation of the online music market.

Wu also noted that the Mac Pro and MacBook Air were last refreshed in March and June of 2009, respectively, making the computers potential candidates for an update at the June 7 keynote.

Earlier this month, a rumor suggested an update for the MacBook Air was imminent, though that failed to materialize. Apple did, however, quietly refresh its low-end MacBook, giving it a 2.4GHz Intel Core 2 Duo processor and Nvidia GeForce 320M graphics.

In March, AppleInsider reported that Apple would update its desktop Mac Pro by June, adding a total of 12-cores from Intel's latest Westmere architecture to the high-end desktop. Apple is also expected to release a second LED-backlit Cinema Display, measuring 27-inches diagonally and resembling its existing 24-inch model released in October of 2008.

Wu expects Apple to report $14 billion in revenue and $2.90 in earnings per share, above the Wall Street consensus of $13.9 billion and $2.84 EPS, for the June quarter. He believes Apple will sell 8.05 million iPhones, 3.2 million Macs, 2 million iPads, and 10 million iPods. Kaufman Bros. has reiterated its buy rating for AAPL stock, and maintained a price target of $320.
post #2 of 49
A new Macbook Air could give us hints on the external design of the upcoming MBP ! No.. maybe.. perhaps .. ?
post #3 of 49
What the MacBook Air needs, as well as all Mac laptops, is a recessed spring loaded SD slot like in cameras.

This way one can buy SDXC cards (up to 2TB as they become available) and just leave them inside the machine.

Would justify using the expensive and low storage SSD options as one wouldn't keep their files on the boot drive.


That and more anti-glare screen options for those who need it.
post #4 of 49
I can't wait for the people who start complaining on what doesn't get talked about. No updates to XYZ? This is the worst WWDC ever, how dare they not mention XYZ?!?!?!?!?!?!?
post #5 of 49
Hey, I'm always up for a good game of "How wrong can Shaw Wu possibly be".

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post #6 of 49
Mac Pro makes sense. Now that there are 6 core Xeon chips, Apple will undoubtedly use them.

MBA is a different story. There's really nothing much faster in the ULV line that Apple can use in the current design. If they go to ULV i5, they have the same problem as the 13" MBP - either accept crappy Intel graphics or find a way to have discrete graphics without busting the heat/energy budget.

Because of that, I expect that they won't release a significantly new MBA until they've done a complete redesign. You might see a slight clock speed bump on the current model, but that would be so minor that it would not be worth a WWDC announcement.
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post #7 of 49
Quote:
Originally Posted by John.B View Post

Hey, I'm always up for a good game of "How wrong can Shaw Wu possibly be".

lol spot on, talk about a guestimate.
post #8 of 49
Anyone else think (or hope) that Apple is not going to call it "iPhone HD"? I've heard that thrown around a few times but I can't say I like it nor do I think Apple would use it. I'm guessing, and hoping for iPhone 4.
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post #9 of 49
Music streaming: This should circumvent the stupid Canadian DRM law (if bill passes) that one can only have one media per device storage resulting multiple purchases for multiple copies. With streaming, there is no need to copy. All your purchased songs can be played from a server, local or cloud. As well an attempt to feature match Android music streaming.
post #10 of 49
Quote:
Originally Posted by ghostface147 View Post

I can't wait for the people who start complaining on what doesn't get talked about. No updates to XYZ? This is the worst WWDC ever, how dare they not mention XYZ?!?!?!?!?!?!?

Just get over it. These types are always around. We all know them in our families and work places. They're never satisfied with anything. They bought a Ford because they hated GM. Now they're bitching about their GM car too. They are who they are.
post #11 of 49
Quote:
Originally Posted by ghostface147 View Post

I can't wait for the people who start complaining on what doesn't get talked about. No updates to XYZ? This is the worst WWDC ever, how dare they not mention XYZ?!?!?!?!?!?!?

No Mac Pro update would be pretty bad, since it's been over a year since the last one and new Xeon processors are (supposedly) approaching wide availability.

I have already reserved the right to bitch about that if they don't announce new ones, before reading this article.
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post #12 of 49
He's guessing just like we are.
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post #13 of 49
Quote:
Originally Posted by JustReelFilms View Post

Music streaming: This should circumvent the stupid Canadian DRM law (if bill passes) that one can only have one media per device storage resulting multiple purchases for multiple copies. With streaming, there is no need to copy. All your purchased songs can be played from a server, local or cloud. As well an attempt to feature match Android music streaming.

All previous bills are dead and we haven't seen what the new one to be introduced will include. Write your MP if you're concerned though (I should follow that advice myself).
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post #14 of 49
Quote:
Wu expects Apple to report $14 billion in revenue and $2.90 in earnings per share, above the Wall Street consensus of $13.9 billion and $2.84 EPS, for the June quarter. He believes Apple will sell 8.05 million iPhones, 3.2 million Macs, 2 million iPads, and 10 million iPods.

Let's see, Apple already reported before the end of April that a million iPads had been sold in the US alone.

Philip Elmer DeWitt (PED) claims that about 900,000 iPads had been ordered online in Europe alone. This number is still speculation, of course, but there are numerous reports, in Europe, Japan that the online orders had to be stopped after a few days. Then, after that when the online orders were opened again, the deliveries would be early June.



What is known with the iPhone was that more than 50% of all sales are now worldwide. However, since only nine (9) countries were included so far, it is possible that the iPad sales ratio may stil tilt slightly in favor of US sales.

Even if the PED rumor of 900,000 iPads is an overestimate. It would require almost zero sales in the US, and the total iPad sales for the June 2010 quarter could easily exceed the 2 million estimate.

In fact, iPad sales in the US remains high. Reports indicate that stocks are still getting sold out in the US, this has been confirmed by anecdotal reports in the forums, and also from personal experience when I visited the Boylston Apple Store.

If the PED rumor turns out to be accurate, even my already estimate of 2-4 million iPads in April may be too conservative. It could even be higher, if Apple can ramp up iPad production, as had been reported.

CGC
post #15 of 49
Quote:
Originally Posted by AppleInsider View Post

one analyst said Friday that Apple may also announced

Thanks for making me laugh on a Friday morning.
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post #16 of 49
"He believes Apple will sell 8.05 million iPhones, 3.2 million Macs, 2 million iPads, and 10 million iPods."

Only 2 million iPads? They'll probably hit that by the end of this weekend. I think 3-4 million is more likely.
post #17 of 49
New desktops would be welcome. So would a 30" cinema display update.

I just wonder how expensive the new desktops would be? And more importantly how expensive a comparable Hackitosh would be.

Any possibility for USB3 or LightPeak making an appearance. I've heard so little speculation on new desktops.
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post #18 of 49
I'm surprised he said 3.2 million Macs. I'll say 3.5 million then. However I expect that iPad would stunt some of the Mac's potential growth. We'll see.
post #19 of 49
F RIAA.
the big surprise should be that apple bought out a recording company and will sell music with a 15/85 share, 15% going directly to the artist, 85% going to Apple.

the recording industry is just a bunch of vampires that have been sucking the lifeblood out of musicians for far too long.

Well I've always had a deep respect,
And I mean that most sincere.
The band is just fantastic,
that is really what I think.
Oh by the way, which one's Pink?

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We call it Riding the Gravy Train.
post #20 of 49
Please!
post #21 of 49
Quote:
Originally Posted by SpotOn View Post

What the MacBook Air needs, as well as all Mac laptops, is a recessed spring loaded SD slot like in cameras.

This way one can buy SDXC cards (up to 2TB as they become available) and just leave them inside the machine.

Would justify using the expensive and low storage SSD options as one wouldn't keep their files on the boot drive.


That and more anti-glare screen options for those who need it.

Does anyone know how well the MacBook Air sells? I have to admit this is the one Apple product that I've never quite "got", since I don't see the Macbook as being all that heavy/cumbersome.

I agree with what you say about SD slots though. It seems strange that Apple, who are recognized as being good at handling media/photo processing etc. don't make it easier to get your photo's onto your computer. Wouldn't be so much of a problem if I wasn't so useless at remembering where my camera cable or USB -> SD card converter is!

I think on a laptop especially, it would be worth having one less USB port for an SD slot.
post #22 of 49
Surely September is the media event for the likes of iTunes.com - unless Apple need developers to build for it in some way.

It's crazy how long it's been since the 30" LCD went on sale. (I'm looking at buying 40" LED TVs (1080p) for <£700 at the moment.) Updates are more than overdue but to announce them at a Keynote would be severly underwhelming.

What about 10.7? Is that going to even get mentioned or do we assume that Apple think they're getting close to perfection on the OS front?
post #23 of 49
Quote:
Originally Posted by SpotOn View Post

What the MacBook Air needs, as well as all Mac laptops, is a recessed spring loaded SD slot like in cameras.

This way one can buy SDXC cards (up to 2TB as they become available) and just leave them inside the machine.

Would justify using the expensive and low storage SSD options as one wouldn't keep their files on the boot drive.


That and more anti-glare screen options for those who need it.

I had to bring lots of images and other stuff for another trio to California next month, and I will be taking lots and lots of high resolution photos there too for a business project.

Last March, I brought my 500GB WB external drive for the trip because my other 375GB external drive was full and so is my notebook. What I accidentally found was that the WB external drives were more sensitive to jolts. I tipped them over while I was cleaning my room and the disk somehow might have gotten slightly jarred or something. Thus, if I could avoid it, I hope not to bring the 500GB WB external drive this coming trip because it contains archive photos and other materials that are very valuable (decades of archived materials). Not all of them were duplicated in the other 375GB external drive. [This is not as pressing but what is best for 1-2 TB storage?]

I was thnking of buying the low end iPad wifi but the 16Gb storage more than likely is not enough. And, sometimes the places we stayed with some friends did not always have wifi connections, they use PCs and the internet was connected directly to the computer. In one place, I had to buy a router for the place so that I could connect to their internet. Not sure if some of the places we will stay this next trip will have internet service, So, I have to rely on my notebook-external drive, just to be sure.

When I get carried away, sometimes I fill up both 8Gb and 4Gb disks of my camera for standard fine resolution 4-5Mb images.

I may need about 75-100GB for the two week trip. While there, I bought one of that capacity as a thank you gift for our host in Anaheim to transport his CAD files. It was cheap but it was also WD. I had to hand carry (backpack) the 500Gb external drive both ways, but along with the D200 Nikon, wide angle and telephoto lenses, even more heavy tripod, plus the notebook, there was no room in my huge backpack, and quite heavy.

I have not explored SSDs of that capacity, if there are any as compact external drives.

I have not used other brands before.

If anyone are quite familiar with disk drives, and have some alternative suggestions, I would appreciate it. Thanks.

CGC
post #24 of 49
I doubt that Apple would use WWDC to announce any updates to the Macbook Air or the Mac Pro. Everything seems to indicate that the event will focus on the new iPhone and features of 4.0 OS. With a lot of ground to cover with features of the new OS and hardware, I doubt Jobs will take the time to talk about the other products.

I think updates to those machines will most likely come in the form of a Tuesday update, especially since they're likely to be more iterative than anything else.

I'm not hold my breath for this, but I am curious about the larger LED monitor that's been rumored and the next version of Apple TV. I really doubt either will debut on June 7.
post #25 of 49
To me it would make sense to make the MacBook Air a de facto clamshell iPad with k/b, i.e. shove an A4 chip...or even a couple of them in there, as that is Apple's low power consumption device. It would make it clear blue water between it and MB/MBP devices.
post #26 of 49
Did I not mention a cloud based ITunes? You people did not believe me that Apple is trying to be the internet's version to WalMart.
post #27 of 49
Quote:
Originally Posted by Motlee View Post

Anyone else think (or hope) that Apple is not going to call it "iPhone HD"? I've heard that thrown around a few times but I can't say I like it nor do I think Apple would use it. I'm guessing, and hoping for iPhone 4.

I think iPhone HD is more likely and given that (rumour has it), the phone will have an HD video camera it makes far more sense than the recent spate of apps in the app store with the tired HD moniker tacked on the end.

Apple tends to update it's products with a single noticeable (and marketable) feature that differentiates it either from other products or the previous generation of it's own products. I'd expect that this year that differentiator is video. They will announce video calling and the HD video capture, they will maybe announce the new AppleTV and the new cloud iTunes, all of which focus on media, video, etc.

"iPhone 4" on the other hand is confusing in that the previous two models were "3G" because of the speed and it's likely that the *next* version of the iPhone (after this one), will have "4G." So they might want to reserve the 4 moniker for the 4G phone, although the next one could be "iPhone LTE" also.

My prediction would be:
  • 1st Gen - iPhone
  • 2nd Gen - iPhone 3G
  • 3rd Gen - iPhone 3Gs
  • 4th Gen - iPhone HD
  • 5th Gen - iPhone 4G
post #28 of 49
Quote:
Originally Posted by jragosta View Post

Mac Pro makes sense. Now that there are 6 core Xeon chips, Apple will undoubtedly use them.

MBA is a different story. There's really nothing much faster in the ULV line that Apple can use in the current design. If they go to ULV i5, they have the same problem as the 13" MBP - either accept crappy Intel graphics or find a way to have discrete graphics without busting the heat/energy budget.

Because of that, I expect that they won't release a significantly new MBA until they've done a complete redesign. You might see a slight clock speed bump on the current model, but that would be so minor that it would not be worth a WWDC announcement.

The problem is that unless they ask Intel to make a special Apple-only chip there isn't really a comparable C2D upgrade that doesn't bump the wattage up. They could keep the same processors, upgrade to 4GB across the board, increase hard drive size and upgrade the IGP to the 320M. That's about all that can happen with the Air without significantly changing it. It would need to be bigger and fatter to accept discrete graphics.
post #29 of 49
Quote:
Originally Posted by cxc273 View Post

I doubt that Apple would use WWDC to announce any updates to the Macbook Air or the Mac Pro. Everything seems to indicate that the event will focus on the new iPhone and features of 4.0 OS. With a lot of ground to cover with features of the new OS and hardware, I doubt Jobs will take the time to talk about the other products.

I think updates to those machines will most likely come in the form of a Tuesday update, especially since they're likely to be more iterative than anything else.

I'm not hold my breath for this, but I am curious about the larger LED monitor that's been rumored and the next version of Apple TV. I really doubt either will debut on June 7.

They often announce a few new Mac models at WWDC. Look at every previous year.

A new Mac Pro and new MBA would likely only take a few minutes, then onto everything iPhone. Count on it.
post #30 of 49
Quote:
Originally Posted by mattalex View Post

(Mac Pro with HDMI out) Please!

not. gonna. happen.
post #31 of 49
Quote:
Originally Posted by John.B View Post

Hey, I'm always up for a good game of "How wrong can Shaw Wu possibly be".

To make it more exciting with lower odds of winning it should be "Tell me when Shaw Wu is right"
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post #32 of 49
Quote:
Originally Posted by Motlee View Post

Anyone else think (or hope) that Apple is not going to call it "iPhone HD"? I've heard that thrown around a few times but I can't say I like it nor do I think Apple would use it. I'm guessing, and hoping for iPhone 4.

Sorry, you're wrong. It will be called the igizmophone.
post #33 of 49
Quote:
Originally Posted by cgc0202 View Post

I had to bring lots of images and other stuff for another trio to California next month, and I will be taking lots and lots of high resolution photos there too for a business project.

Last March, I brought my 500GB WB external drive for the trip because my other 375GB external drive was full and so is my notebook. What I accidentally found was that the WB external drives were more sensitive to jolts. I tipped them over while I was cleaning my room and the disk somehow might have gotten slightly jarred or something. Thus, if I could avoid it, I hope not to bring the 500GB WB external drive this coming trip because it contains archive photos and other materials that are very valuable (decades of archived materials). Not all of them were duplicated in the other 375GB external drive. [This is not as pressing but what is best for 1-2 TB storage?]

I was thnking of buying the low end iPad wifi but the 16Gb storage more than likely is not enough. And, sometimes the places we stayed with some friends did not always have wifi connections, they use PCs and the internet was connected directly to the computer. In one place, I had to buy a router for the place so that I could connect to their internet. Not sure if some of the places we will stay this next trip will have internet service, So, I have to rely on my notebook-external drive, just to be sure.

When I get carried away, sometimes I fill up both 8Gb and 4Gb disks of my camera for standard fine resolution 4-5Mb images.

I may need about 75-100GB for the two week trip. While there, I bought one of that capacity as a thank you gift for our host in Anaheim to transport his CAD files. It was cheap but it was also WD. I had to hand carry (backpack) the 500Gb external drive both ways, but along with the D200 Nikon, wide angle and telephoto lenses, even more heavy tripod, plus the notebook, there was no room in my huge backpack, and quite heavy.

I have not explored SSDs of that capacity, if there are any as compact external drives.

I have not used other brands before.

If anyone are quite familiar with disk drives, and have some alternative suggestions, I would appreciate it. Thanks.

CGC

Consider a Time Capsule. Been using it, is solid, flat, doesn't tip over and is available in 1 and 2TB, does autobackups and is a router with a USB port for printers/scanners. Basically, looks like you can afford it because backups are important to you, so you should think about it.
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post #34 of 49
With apologies to MTV:

"I WANT MY NEW MAC PRO!"

Oh - and a Jony Ive industrial redesign! Something like an Alienware tower. No more "radiator" or "cheese grater."

Oh - and more and increased-lane PCIe slots - like one 32X and four 8X (16X would be better).

Actually, two 32X PCIe slots and a capacious power supply with plenty of plugs so I can run two GPU cards in parallel using nVIDIA's SLI or ATi's Crossfire. (And let's not forget OpenCL, which could almost amount to a CPU upgrade.)

Oh - and slots that accept higher capacity RAM modules.

Oh - and more max RAM, like 128GB.

Oh - and an SSD bay

Oh - and two 100 Gigabit Ethernet ports

Oh - and an eSATA port

Oh - and skip USB 3 altogether and use Light Peak

Oh - and an AirPort card that performs as a base station

That's all I axe.
post #35 of 49
Is the MacBook Air really viable these days?

I keep getting this feeling that the MBA was merely a design progression towards the iPad - MacBook Air -> iPhone -> iPad and to me it would make a lot of sense to ditch the MacBook Air and only have the MacBook for the low end laptops, MacBook Pro for the more intense laptop requirements, and the iPad for ultra portability. That way Apple can slimline the range and not have to worry about a convoluted product line.

The Mac Pro issue is an interesting one though. It does seem like it is still a viable platform because it does have a dual role as a desktop or a server but do the Mac lines ever really get refreshed at WWDC?
post #36 of 49
What I'd love to see is a refresh of the iMac range; I am hoping that maybe at the least we'll see the 320M being bought into the low end iMac 21.5, and maybe the 5000 series getting into the higher end iMac

When I graduate I'll go the full monty and get an iMac, iPad, Creative Suite 5, Microsoft Office 2011 :P
post #37 of 49
When was the last one? Will it be soon, since that video is circulating that the next gen has camera?
post #38 of 49
Quote:
Originally Posted by mattalex View Post

Please!

MacPro's already have this.. it's called Display port. There really isn't any difference between going between a display port and HDMI port. Just need a special cable and there's some out there already that support Video AND Audio. If they do release HDMI that wouldn't be bad though. Just not necessary. I'm more interested in them FINALLY supporting BluRay from the ground up with Video Editing capabilities, AND Playback.
post #39 of 49
Quote:
Originally Posted by manzanaboy View Post

When was the last one? Will it be soon, since that video is circulating that the next gen has camera?

Every iPod touch so far has been announced at the September iPod event. Apart from the iPhone 4.0 OS I don't think we'll see anything until then.

http://buyersguide.macrumors.com/#iPod_touch

The Back-To-School scheme is clearing the stock of iPod touches so you can bet the next model arrives days after that ends.

http://store.apple.com/uk/browse/cam...back_to_school (7 Sep)
post #40 of 49
Quote:
Originally Posted by lowededwookie View Post

Is the MacBook Air really viable these days?

I keep getting this feeling that the MBA was merely a design progression towards the iPad - MacBook Air -> iPhone -> iPad and to me it would make a lot of sense to ditch the MacBook Air and only have the MacBook for the low end laptops, MacBook Pro for the more intense laptop requirements, and the iPad for ultra portability. That way Apple can slimline the range and not have to worry about a convoluted product line.

The Mac Pro issue is an interesting one though. It does seem like it is still a viable platform because it does have a dual role as a desktop or a server but do the Mac lines ever really get refreshed at WWDC?


Actually it went iPod->iPhone->Air->iPad

As I posted earlier, I can see the Air getting A4 CPUs, "standard" OSX and 3G now I think of it, but the whole iPad concept does alter the purpose for laptops. It is a game-changer.

As to MacPro, I think it will be even more important given the growth of iPads, being the "home" of say, a family's data and one into which you could easily VNC into. This would need concurrent logon capability (as opposed to just user switching). An iPad that could VNC into a home server would probably spell the end for many laptop needs. The MacMini can cover the smaller end of this market, but at some stage the hole between a MacMini and a MacPro may need to be filled...
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