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Despite whirlwind of rumors, new Apple TV hardware may not be imminent

post #1 of 37
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On the heels of numerous rumors and speculation that Apple will soon release a next-generation Apple TV set-top box, one well-connected journalist has voiced his doubts on the claims.

Apple TV
Logic board from Apple's third-generation Apple TV. | Source: iFixit


In trademark fashion, Jim Dalrymple of The Loop poured cold water on the latest Apple TV rumors with a terse "Nope" to a reportedly imminent hardware refresh that has major news outlets abuzz.

Dalrymple's response was targeted at an Los Angeles Times report that suggested Apple's recent announcement of a $25 iTunes Gift Card promotion is a signal that a new Apple TV is in the offing.

Apple on Friday put the rumor mill in full tilt after the company revealed it would be giving away $25 iTunes Gift Cards with every new Apple TV purchase. Many speculated the move to be part of a strategy to clear channel inventory ahead of a new hardware launch.

With the current-generation Apple TV having launched almost two years ago, industry watchers believe the set-top box is ready for a refresh or, perhaps, a complete overhaul.

For example, a report from the Financial Times on Friday cited sources familiar with Apple's plans as saying the company plans to release a "significantly redesigned" Apple TV before the Worldwide Developers Conference in June. The rumored hardware is said to offer enhanced support for video games and could have access to the iOS App Store.

Also on Friday, Apple CEO Tim Cook announced during Apple's shareholder meeting that revenue from Apple TV sales and services reached over $1 billion in 2013. The numbers represent an 80-percent jump from 2012.
post #2 of 37
Quote:
Originally Posted by AppleInsider View Post

In trademark fashion, Jim Dalrymple of The Loop poured cold water on the latest Apple TV rumors with a terse "Nope" to a reportedly imminent hardware refresh that has major news outlets abuzz.

Rumor has it, Chuck Norris once challenged Jim Dalrymple to a fight. He said "nope" and that was the end of it.
post #3 of 37

I'd trust Jim Dalrymple's "nope" over any number of unsourced rumor-mongers.

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post #4 of 37
Jim Dalrymple is a total tool, but a very well-connected tool.

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post #5 of 37

That comment means absolutely nothing,  since he can just say, "I didn't mean that ... blah blah blah."  

post #6 of 37
My money is On a new TV line

And a new Mac mini

And I I watch

Hopeful thinking
post #7 of 37
Quote:
Originally Posted by AaronJ View Post

That comment means absolutely nothing,  since he can just say, "I didn't mean that ... blah blah blah."  
He clarified to MacRumors that his "nope" meant no imminent Apple TV announcement. He has a solid track record. My guess is Apple will announce it at WWDC. Question is if they will have any product updates between now and then. My guess is nothing more than iOS 7.1.
post #8 of 37
Ah, Chuck Norris jokes.....

Chuck Norris once downloaded an iOS App from Google Play. (or... Chuck Norris ordered a Big Mac from Burger King. And he got one.)

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post #9 of 37
Chuck Norris can decline a License Agreement but still install the software
melior diabolus quem scies
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post #10 of 37
Maybe I missed it but the article just states that someone said no, no explanation as to why it might not happen. Just no.

Of course there are no real reason to say that a new Apple TV is coming soon, just speculation.
But this is the weakest of the articles I've read.
post #11 of 37
Originally Posted by AppleInsider View Post

... Apple TV sales reached over $1 billion in 2013. With approximately 10 million unit sales, the numbers represent an 80-percent jump from 2012.

 

That $1 billion apparently includes iTunes sales and rentals.  And actually that's the best news of all.

Revenue from content distribution is the real goal of Apple TV.  Isn't it?

And isn't that Apple's long-term television strategy in a nutshell?

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post #12 of 37
I don't think theres been an app store for this simply because the included physical interface is the apple remote - probably not a great starting point if you're thinking to revolutionize the tv experience.
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post #13 of 37

They seem to be happy just ticking along, adding new channels and minor software updates at the moment. One of the things that makes it so popular is the price I think, it's incredible value. If they make an Airport Express that is also an Apple TV (as was mentioned on this site a month or so ago) that could be even more amazing value.

post #14 of 37
Quote:
Originally Posted by SockRolid View Post

That $1 billion apparently includes iTunes sales and rentals.  And actually that's the best news of all.
Revenue from content distribution is the real goal of Apple TV.  Isn't it?
And isn't that Apple's long-term television strategy in a nutshell?

I believe the $1B figure is just for hardware.

Don't iTunes sales and rentals account for much more than a billion per year?
post #15 of 37
Originally Posted by Pendergast View Post


I believe the $1B figure is just for hardware.

Don't iTunes sales and rentals account for much more than a billion per year?

 

Hmmmm.  Cook said $1 billion in revenue.  Not necessarily all from hardware sales.

Various blogs have jumped to the conclusion that $1 billion in revenue / $100-per-Apple-TV-unit = 10 million Apple TV units sold.

Maybe someone can post a breakdown.

 

And yes, iTunes total revenue is probably well over $1 billion per year.  Apparently Apple doesn't publish exact iTunes numbers.

From last quarter's unofficial earnings report:

 

"iTunes/Software/Services ... $4.397 billion ... "

"Includes revenue from sales on the iTunes Store, the App Store, the Mac App Store, and the iBooks Store, and revenue from sales of AppleCare, licensing and other services."

 

Full report: https://www.apple.com/pr/pdf/q1fy14datasum.pdf

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post #16 of 37
Quote:
Originally Posted by SockRolid View Post
 

 

That $1 billion apparently includes iTunes sales and rentals.  And actually that's the best news of all.

Revenue from content distribution is the real goal of Apple TV.  Isn't it?

And isn't that Apple's long-term television strategy in a nutshell?

 

The $1B number includes content bought through AppleTV.  The numbers for iTunes as a whole are WAY bigger than $1B alone.

post #17 of 37
Quote:
Originally Posted by Rogifan View Post


He clarified to MacRumors that his "nope" meant no imminent Apple TV announcement. He has a solid track record. My guess is Apple will announce it at WWDC. Question is if they will have any product updates between now and then. My guess is nothing more than iOS 7.1.

 

We'll see.  I have a feeling we'll be hearing an announcement before WWDC.  

post #18 of 37
Quote:
Originally Posted by Drunkzombie View Post

Maybe I missed it but the article just states that someone said no, no explanation as to why it might not happen. Just no.

Of course there are no real reason to say that a new Apple TV is coming soon, just speculation.
But this is the weakest of the articles I've read.
Quote:
Originally Posted by Drunkzombie View Post

Maybe I missed it but the article just states that someone said no, no explanation as to why it might not happen. Just no.

Of course there are no real reason to say that a new Apple TV is coming soon, just speculation.
But this is the weakest of the articles I've read.

On a few rare occasions in the past when a fairly plausible rumor about an Apple release seems like it may gain traction in the press he has issued a "nope" with no explanation. He's always been right when he's said nope and it's assumed he knows somebody at Apple that is passing that info to him. I'd guess it's an official leak of some some kind to tamp down incorrect information that is so often inferred from whatever Apple does.
post #19 of 37
Quote:
Originally Posted by AaronJ View Post
 

That comment means absolutely nothing,  since he can just say, "I didn't mean that ... blah blah blah."  

 

Not true.

 

You can know how much weight to give a particular source, based on their past history.

 

I don't recall him ever being wrong. He must obviously be very well connected with Apple. If he says that an Apple tv refresh is not imminent, then I am likely to believe that.

 

Now, if the source was Digitimes claiming that, I would immediately believe the exact opposite of what they claim.

post #20 of 37
I've got this down.

News reports say Apple TV is imminent.

Jim Dalrymple says, "Nope."

2 weeks later, Apple launches new "Apple TV-like" product called "Air TV".

Jim Dalrymple says, "You guys said "Apple TV"."
post #21 of 37
Quote:
Originally Posted by Apple ][ View Post

Now, if the source was Digitimes claiming that, I would immediately believe the exact opposite of what they claim.
Wouldn't that make Digitimes a reliable source?

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post #22 of 37
Quote:
Originally Posted by EricTheHalfBee View Post


Wouldn't that make Digitimes a reliable source?

http://youtu.be/cKUvKE3bQlY

 

Kind of, but they're not wrong 100% of the time, unfortunately.

 

There was this article a while back, I forget by who, and they examined a whole bunch of previous Digitimes rumors, and the conclusion was that they were more often wrong than correct, often wildly wrong.

 

I find the National Enquirer to be more reliable than Digitimes. Digitimes is absolute trash, in my humble opinion.

post #23 of 37
Shaping up to be another boring year in Apple land.

1frown.gif
post #24 of 37

If there's going to be an "Apple TV" product this year then Apple needs to announce it on or before WWDC. Otherwise developers would have no time to write software for it this year.

 

Quote:

Originally Posted by AaronJ View Post
 

 

We'll see.  I have a feeling we'll be hearing an announcement before WWDC.  

post #25 of 37
Quote:
Originally Posted by msantti View Post

Shaping up to be another boring year in Apple land.

1frown.gif

 

Based on what, exactly? *confused*

post #26 of 37
Quote:
Originally Posted by msantti View Post

Shaping up to be another boring year in Apple land.

1frown.gif

TV might not be the most exciting thing in the world, but it is ripe for a change/reboot. Just think about the massive bandwidth usage on something like YouTube - people want to watch their TV programs on the Internet, they don't want the old broadcast model.

 

I think in a few years, we may see TV stations purely create TV shows and put them on the Internet. Their broadcast infrastructure, which is a big thing these days, will either be retired or repurposed for Internet usage.

post #27 of 37
Originally Posted by Gatorguy View Post
Chuck Norris can decline a License Agreement but still install the software

 

Jim Dalrymple just said, “Nope,” out loud to his computer. It understood completely.

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post #28 of 37
Quote:
Originally Posted by AaronJ View Post

The $1B number includes content bought through AppleTV.  The numbers for iTunes as a whole are WAY bigger than $1B alone.

Link? That's not what the story that I read said.

iTunes is it's own category, it would make no sense to lump it together.
post #29 of 37
Quote:
Originally Posted by AppleInsider View Post

Despite whirlwind Internet echo chamber of rumors, new Apple TV hardware may not be imminent

Fixed it for ya 1wink.gif

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post #30 of 37
Announcing it months in advance of release should be an indication of a new UI where even existing channels/apps wouldn't work and would need remaking before launch.

The current model (or one similarly priced) would hopefully stay around for users only needing Airplay, such as schools.
post #31 of 37
Quote:
Originally Posted by Pendergast View Post



Don't iTunes sales and rentals account for much more than a billion per year?
I believe the $1B figure is just for hardware.

I agree that the $1 B is just hardware.
10M x $100 = $1B I think (US Billions as opposed to UK Billions)
post #32 of 37
Quote:
Originally Posted by Crosslad View Post

I agree that the $1 B is just hardware.
10M x $100 = $1B I think (US Billions as opposed to UK Billions)

Yep, using US billions when talking $ seems a good idea ... 1wink.gif
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Been using Apple since Apple ][ - Long on AAPL so biased
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post #33 of 37
Well thats a shame
post #34 of 37

OK.  It may not be imminent, but then again it may be imminent.

That's why it is a rumor. :)

post #35 of 37

I'm on the side that thinks Apple TV is way overdue for some type of refresh.  On the h/w side, Apple has newer/better processors that can be used and of course, since many people use their Apple TVs over Wi-Fi (I do) there is a big potential benefit to supporting 802.11ac.  Having said that, its the software that could drive the biggest changes in the product (UI, apps, overall functionality, etc.).

 

But, even though I'd like to see these things in a refreshed Apple TV during 2014, the real problem Apple must solve is with content, which is the hardest of them all.  Cable companies have a stranglehold on the industry and it will only get worse now with Net Neutrality being overturned.  The cable operators are now free to do what they want with content.  I already think they are throttling my Netflix.  Shows used to load much faster and rewinding and fast-forwarding is extremely slow.  Everything else on my Apple TVs work just fine.  Anyway, if Apple TV is only going to be a device that sits off of some HDMI port next to a Cable STB, with premium content that requires a subscription through a Cable operator (like how it is now), then they might as well just refresh the hardware just to let customers know they are keeping it current while they figure out a better model for a TV product -- whatever that is.  Otherwise, it will look like Apple is selling 2+ year old technology for yet another year, which won't help the perception of them as an innovator, etc., etc.

post #36 of 37
Quote:
Originally Posted by ascii View Post
 

They seem to be happy just ticking along, adding new channels and minor software updates at the moment. One of the things that makes it so popular is the price I think, it's incredible value. If they make an Airport Express that is also an Apple TV (as was mentioned on this site a month or so ago) that could be even more amazing value.


Only if they keep the analogue audio out!

 

Quote:
Originally Posted by ascii View Post
 

TV might not be the most exciting thing in the world, but it is ripe for a change/reboot. Just think about the massive bandwidth usage on something like YouTube - people want to watch their TV programs on the Internet, they don't want the old broadcast model.

 

I think in a few years, we may see TV stations purely create TV shows and put them on the Internet. Their broadcast infrastructure, which is a big thing these days, will either be retired or repurposed for Internet usage.

 

 

If you think about 4K TV, I think a rather good way for Apple to spend a bit of their cash hoard would be to create a Satellite infrastructure capable of delivering very wide encrypted bandwidth to Apple devices, because the problem I see with most media markets is that they are insular, regionalised and fragmented.  If Apple had control of a massive world-spanning content pipe I think they could leverage that to their significant financial advantage.

 

US based commentators don't seem to appreciate the variety and differences in the TV delivery methods outside the US.  It's a huge problem if you are talking about an Apple TV which actually has a screen.  Just look at the Xbox One.  It has a host of features designed to make it an entertainment hub with integration and interactivity with TV media content, but those features only work fully in the US - AFAIK, as it's predicated on cable delivery of TV content and US channel info.  Not so good when the delivery system is satellite.

 

If Apple operated a satellite infrastructure they could make just one TV based device that was relevant for the whole world.

post #37 of 37
Quote:
industry watchers believe the set-top box is ready for a refresh or, perhaps, a complete overhaul. 

 

Those industry watchers aren't watching very closely if they're still calling AppleTV (and Roku, etc.) "set-top boxes".  I challenge them to find a single unit of the millions sold that is actually sitting on top of a TV.  :)

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