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J.P. Morgan predicts new, separate & converged 'iAnywhere' computing platform in Apple's future

post #1 of 51
Thread Starter 
With smartphone growth slowing, investment firm J.P. Morgan predicts that Apple's "next big thing" could be a new, converged operating system that could allow an iPhone or iPad to dock into a specifically configured display and run as a more traditional computer.

Patent
An Apple tablet docking station concept discovered by AppleInsider in 2008.


The global tech research team at J.P. Morgan believes that a so-called "iAnywhere" operating system from Apple would be something of a converged Mac OS and iOS, but would still keep the two platforms distinct. The details were shared with AppleInsider in a note to investors on Wednesday.

While Apple has publicly panned converged devices, J.P. Morgan believes Apple could grow iOS and boost revenue by selling accessories that would offer a more traditional and powerful computing experience.They don't see Apple's traditional OS X platform being replaced, but instead see iOS growing in functionality and existing alongside the separate, dedicated Mac operating system. This new platform could potentially run Mac applications when connected to a larger display.

"In our view, iAnywhere could be a stepping stone to a broader peripherals and services-led sales, partially reducing Apple's dependence on device-led product cycles," Moskowitz wrote. "Apple could generate revenue through the sale of specifically configured displays, iAnywhere-capable iPhones or iPads, and cloud-based software and storage services."

Rod Hall of J.P. Morgan believes that "iAnywhere" could be a key trend for Apple as soon as this year, with a new product that could serve as an alternative to the company's pricier MacBook lineup. Such a device could reignite growth among Apple's iOS devices and drive further market share gains, Hall wrote in a separate research note.

Apple executives have said clearly on a number of occasions that they intend to keep their iOS and OS X platforms separate. Chief Executive Tim Cook quipped in 2012 that "anything" can be converged, but as Microsoft's Windows 8 platform has shown, the results may not be advantageous.

"You can converge a toaster and a refrigerator, but you know, those things are probably not going to be pleasing to the user," Cook said.

However, in its own patent filings, Apple has shown some interest in experimenting with versatile docking stations that could turn portable devices into more traditional desktop computers. One such patent uncovered by AppleInsider back in 2008 showed an iMac-like stand that could house and be powered by a portable MacBook.

J.P. Morgan sees the patents Apple owns, as well as the company's switch to a desktop-class 64-bit processor in its latest iPhone and iPad models as moves that have set the stage for a more full-featured computing experience on iOS. Specifically, they believe Apple's 64-bit processors provide enough horsepower to run applications and drivers related to the Mac OS.

iPad Air
The iPad Air is currently Apple's largest tablet with a 9.7-inch display.


The new, so-called "iAnywhere" category could be introduced by Apple in the next 12 to 18 months, J.P. Morgan's research team has predicted. They see the platform potentially being introduced alongside a new iPad with a larger display and a dedicated keyboard --?joining other predictions of an upcoming "iPad Pro" that would exist beyond the current high-end iPad Air.

Moskowitz said he believes an "iAnywhere" platform could offset any cannibalization risks to Apple's Mac platform by selling a number of peripherals, accessories and services in addition to iPhones and iPads.

"Moreover, we think it is important to point out that the iAnywhere revenue content per user could be similar or larger in size than a traditional Mac (computer) purchase given the mobility and peripherals revenue streams as well as the recurring nature of revenue related to the cloud-based services," he said.
post #2 of 51

That sounds interesting. I'm looking forward to hearing more. I'm intrigued about how this would work.

post #3 of 51
Cook would not continuously publicly trash this idea and then turn around a year later and release it...
post #4 of 51

Sounds like Windows8 to me.

post #5 of 51
I pity the fools who take J.P. Morgan's advice.

Proud AAPL stock owner.

 

GOA

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Proud AAPL stock owner.

 

GOA

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post #6 of 51
J.P. Morgan, lol
Citing unnamed sources with limited but direct knowledge of the rumoured device - Comedy Insider (Feb 2014)
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Citing unnamed sources with limited but direct knowledge of the rumoured device - Comedy Insider (Feb 2014)
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post #7 of 51

JP morgan should stick to what they are familiar with. Banks don't change the world every decade.

post #8 of 51
Quote:
Originally Posted by AdonisSMU View Post
 

That sounds interesting. I'm looking forward to hearing more. I'm intrigued about how this would work.

It does sound interesting, Adonis. iPhones, iPads and iCloud! :)

 

Right now I'm carrying an iPhone, iPad and have an iMac at home. That's a lot of gear.

 

I'm still of the mind set where if my aging iMac broke, I'd replace it with an new iMac and I'd like to add an MBA 11".

 

My 29 year old daughter, has it down to an iPad Mini, an iPhone 5 and an aging MacBookPro. That's it.

 

I don't think she would replace her MBP, if it broke.

post #9 of 51

Well I had a dream about this. 
a server based OS X OS user configuration one can access and recall from anywhere, on a hotel iMac or with an iOS device.
it may be displayed via an ATV box and an LCD TV as well. 
OS X on the cloud.

post #10 of 51

This is just embarrassing. Someone let these guys who are just sitting around a desk trying to come up with anything publishable that Apple has flat-out stated this will NOT be happening in any way shape or form, in any foreseeable future.

post #11 of 51
This sounds more and more as iWhatever. These analysts have no formation or knowledge to have a validated worth listening opinion about possible future products.

So why is this here?
post #12 of 51
Quote:
Originally Posted by AppleInsider View Post

However, in its own patent filings, Apple has shown some interest in experimenting with versatile docking stations that could turn portable devices into more traditional desktop computers. One such patent uncovered by AppleInsider back in 2008 showed an iMac-like stand that could house and be powered by a portable MacBook.

 

I always thought how great it would be to just slide my MacBook into an iMac-like monitor but then I realized this might not work out so well if Apple needed to change the MacBook's shape or connectors. I do not see a merging of MacOS and iOS; but as electronics become more and more powerful yet smaller, I can see a future iPhone-sized device with a more developed iOS capable of using larger input and display devices wirelessly. Think of future versions of today's Bluetooth and Airplay.

"You can't fall off the floor"   From 128k Mac to 8GB MBP

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"You can't fall off the floor"   From 128k Mac to 8GB MBP

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post #13 of 51

This goes nicely with J.P.Morgan's next speculation project code-named, iDontKnow. The results of this project will be released in the next 6-8 months. Details are sketchy, but what we could gather from insiders (the cafeteria staff) is that JPM is almost absolutely (23.5%) sure Apple is possibly working on something, it might be released in a year, or two, or never, and it'll probably work with other Apple platforms (devices and ecosystem).

Disclaimer: The things I say are merely my own personal opinion and may or may not be based on facts. At certain points in any discussion, sarcasm may ensue.
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Disclaimer: The things I say are merely my own personal opinion and may or may not be based on facts. At certain points in any discussion, sarcasm may ensue.
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post #14 of 51
As long as they come up with some fresh branding ... The "i" --insert product here-- labeling is so very tired.
post #15 of 51
JP Moron.

It's a terrible idea based on Windows 8 and Surface.
post #16 of 51

Well, Tim's 'doubling-down' on security must be working because the guesswork is getting more and more bizarre.

post #17 of 51
Quote:
Originally Posted by Rayz View Post

Well, Tim's 'doubling-down' on security must be working because the guesswork is getting more and more bizarre.
it really is throwing shit at the wall isn't it?
post #18 of 51

sorry JP Moron, Apple does not copy failed products like Surface and Windows8

post #19 of 51
"reducing Apple's dependence on device-led product cycles"

Apple isn't "dependent" on device-led product cycles at all.
Wall Street is "dependent" on device-led product cycles.
post #20 of 51

All I could think of when I first read this was about a story that must be over a decade old now, about how the iPod was going to be used to have portable /Users home folders.

 

Nice idea, what benefit is there to this idea?  Especially when you think about iCloud.

post #21 of 51
Tim has explicitly said they're not merging ios and osx.

I could see ios gaining some more functionality that makes it more usable as a laptop replacement (basically, some sort of file system that lets apps share files other than just photos).
post #22 of 51
Mmm....

Let me take a stab at it:

iOS 7 + OSX Mavericks == iOS 7 OSX Mavericks == Converged Operating System Platform

Apple ARM APU et al + Intel APU et al == Converged Hardware Platform


Converged Operating System Platform + Converged Hardware Platform == iAnywhere


Well, that takes care of the hard part....

I'll leave the easy part to JP Morgan and others... Simple things like:
  • unified/predictable/understandable user experience
  • visible vs invisible file system
  • multiple, resizeable overlapped windows vs single-focus app
  • multiple users vs single user
  • General purpose complexity vs appliance solution simplicity
  • running concurrent multiple apps
  • i/O ports for external devices
  • i/O drivers
  • precision pointing/selecting devices
  • 30 years evolution/refinement vs 7 years evolution/refinement
  • and much, much more...


IMO,  iAnywhere == Windows Everywhere == Nothin' Nowhere, Nohow
Edited by Dick Applebaum - 2/12/14 at 8:22am
"...The calm is on the water and part of us would linger by the shore, For ships are safe in harbor, but that's not what ships are for."
- Michael Lille -
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"...The calm is on the water and part of us would linger by the shore, For ships are safe in harbor, but that's not what ships are for."
- Michael Lille -
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post #23 of 51

This is the reason investment analysts are not engineers. 

post #24 of 51
I think they're confusing Apple with Microsoft.
post #25 of 51
The main reason why Windows 8 has been such a flop is because Microsoft tried to do exactly that.

I am so sick of analyst constantly deciding what Apple should do, netbooks anyone? this is as baseless as the 12" ipad or the bigger iphone. The analysts really do not understand Apple.

I am sure Jon Ive is rolling his eyes and laughing, and Phil Schiller is laughing too, this obsession by "analysts" to become Apple designers and try to guess what the next big thing will be gives Apple tons of free publicity, I wonder if it isn't Apple itself somehow spreading out non-sense rumors.

some user said: "JP morgan should stick to what they are familiar with. Banks don't change the world every decade."

Well, no, they don't even know their own business, who got us in this crisis to start with? retarded overpaid Wall Street Analyst that invested in trash mortgages. The same analysts that value Amazon, which never had a profit and probably never will much higher (in terms of PE ratio) than Apple.

After the rant, a mix between iOS and OS X is a terrible idea. In fact at the beginning, the iPhone was running a modified version of OS X and the code bases are the same, but overtime Apple differentiated them more and more. Sure, they made features similar but it's plain clear that a touch device, with a small screen and limited battery life (and that usually is not plugged in) is very different from a device with a big or huge screen, that has a keyboard, a mouse, plenty of space, a huge battery and is usually operated plugged in. Did I mention that the processors are completely different?

And the idea of docking the device to a monitor and using it as a computer is so stupid that it's not even worth considering it. For a start, that's what Motorola, who haven't had a good idea in decades tried to do and failed miserably.

Really, I am sure Apple is trying to make the code of iOS and OS X as similar as possible, because it's easier and cheaper to maintain, but there are fundamental, conceptual differences between the two, the aforementioned hardware and usability and the fact that the kernels are completely different.

Why do analyst want Apple to do things that other companies tried and failed? Maybe JP Morgan should worry about not messing up again as they did in 2008. I don't see Apple advising them on investments (but they probably should).

If you haven't noticed, my level of respect for Wall Street is really low at the moment.
post #26 of 51
JP Chase can't even predict THEIR company outcomes and have cost themselves BILLIONS. Who would listen to their advice? Ha.
post #27 of 51
Quote:
Originally Posted by pedromartins View Post

This sounds more and more as iWhatever. These analysts have no formation or knowledge to have a validated worth listening opinion about possible future products.

So why is this here?

There is bullshit, and then there is J.P. Morgan-branded bullshit. 1wink.gif

"Apple should pull the plug on the iPhone."

John C. Dvorak, 2007
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"Apple should pull the plug on the iPhone."

John C. Dvorak, 2007
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post #28 of 51
This makes as much sense as the brain fart that promised webOS would be preinstalled on every new HP Windows PC sold in order to revive the dead mobile OS. A solution to no problem any customers had, but a solution for HP's platform problems.

"Apple should pull the plug on the iPhone."

John C. Dvorak, 2007
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"Apple should pull the plug on the iPhone."

John C. Dvorak, 2007
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post #29 of 51
Didn't both MS and Sony try this… and fail miserably?

"The real haunted empire?  It's the New York Times." ~SockRolid

"There is no rule that says the best phones must have the largest screen." ~RoundaboutNow

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"The real haunted empire?  It's the New York Times." ~SockRolid

"There is no rule that says the best phones must have the largest screen." ~RoundaboutNow

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post #30 of 51
Analysts predicting products, yeah I believe they have a clue

I don't think Apple is doing anything of the sort hardware wise. Tim etc have made it clear in recent interviews that they are NOT looking to converge the two systems in such ways.

IAnywhere might exist, but as an attitude to bring the two worlds into sharing such that there is seamless flow between the Mac version and iOS versions of things. Parity in features in iLife and pages. Adding features like the tap to jump to the top from iOS to Mac. Finally getting iTunes extras back on iOS. And so on.

A non tech's thoughts on Apple stuff 

(She's family so I'm a little biased)

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A non tech's thoughts on Apple stuff 

(She's family so I'm a little biased)

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post #31 of 51

J.P. Morgan hasn't been listening to Time Cook and company. They have said many times that combining OSX and IOS would be a big mistake and have no intentions on doing this.

Look at what happened with Microsoft's Window's 8. Total garbage!

This is just another FUD story from people who don't understand technology or how it is implemented. Schiller said “We don’t waste time thinking, ‘But it should be one [interface!]‘ How do you make these [operating systems] merge together?’ What a waste of energy that would be.”
 

So J.P. Morgan you can stop writing about FUD now because it's not going to happen.

post #32 of 51
JP Morgan just wants to throw their "guessing" hat into the ring because WSJ did. Sad. If you have any investments with them, pull them, quick.
post #33 of 51

Biggest issue, in order for iOS to become your single platform it will need more horse power, more storage and far better cloud base storage. Today, mobile operating systems need to rely on put your stuff in the cloud including thing you may not want stored there since local storage is far too expensive and unreliable. If the Target issue has not taught you something people are way too trusting with their personal information. Hacker are very smart people, people who break in to your house are not so protecting stuff in you house is far easier then in the cloud.

post #34 of 51

Poor Apple, tossing "innovation" aside and just riding on the coat-tails of the worldwide spectacular that IS Windows 8.

 

 

Or.

 

Not.

post #35 of 51
I can imagine a professional using their iPhone to check their schedule while commuting then connecting their iPhone to an Apple display via AirPlay and an Apple Magic Mouse upon arriving at their office for use as a workstation.
post #36 of 51

One can not deny the fact that mobile processors are approaching desktop/laptop capabilities at a rapid pace. Everyone was caught off guard when Apple announced the A7 64 bit chip last year.

One also can not deny the fact that most of Apple's software iWork, iLife, functions very similarly on both iOS and OSX.

When SJ first demoed the iPhone, he said that they put OSX on it. In a reality it was a stripped down version of that OS later renamed iOS.  Both share a common codebase. 

 

With evolving technology, this idea doesn't seem far fetched. Many of you say that MS tried it and failed. I think where MS failed is that they never really did the necessary adjustments to their software in order make them touch friendly and all that happened was deliver a miniaturized version of Excel or Word on the Surface. Hardware wise, the technology may not be there yet, to make mobile processors powerful enough and energy efficient enough.  In the end they delivered a half baked solution.  

 

Others amongst you believe that Apple execs never go back on their word. Remember Apple's (SJ's really) word on not wanting a smaller tablet?

Well the time isn't right  for them to release such a unified solution yet.  They may do it in the future when all the pieces are in place.

 

One thing you can bet on, is that no Apple exec will start blurting out the company's future plans.  They'll leave that to the Amazons of this world and beta solutions to Google.  Glass anyone?

post #37 of 51
Think about the dock as something like an Apple TV, and this doesn't sound to far fetched.
We already can stream content from an iDevice to a large display through an Apple TV. We can also connect a keyboard to an iDevice. Why not re-invent what happens when an iDevice is hooked up together with a large display, Apple TV, keyboard, mouse, game controller, etc. This could be a minor expansion of what happens today or a radical conceptual mix of iOS and OSX.
post #38 of 51

Because it was predicted by an analyst, I don't think this will ever happen.  Those guys are wrong every time.

post #39 of 51
iAnywhere could be a real Apple initiative but it probably won't just be docking an iPad to a keyboard. It would more likely be docking something like an iPsd or iPod Touch to a refrigerator or a washing machine and leaving it connected permanently. That would give you smart touch screen appliances running iOS and with the ability to extend their features via apps.
post #40 of 51
The guy has been reading Cringely.
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