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- ▼ January (23)
Monday, January 18, 2010
10:42 AM | Diposkan oleh ndue | Edit Post
A source familiar with Apple’s product plans says that the company plans to introduce a tablet-based device in early 2010. This is consistent with the report from Piper Jaffray’s Gene Munster this morning suggesting precisely the same thing. Here’s the body of Munster’s note:
Signs Pointing To A New Mobile Device. Between indications from our component contacts in Asia, recent patents relating to multi-touch sensitivity for more complex computing devices, comments from Tim Cook on the April 22nd conference call, and Apple’s acquisition of P.A. Semi along with other recent chip-related hires, it is increasingly clear that Apple is investing more in its mobile computing franchise.Source
Specifically, we expect this to result in a larger (7”-10”) touchscreen tablet that will launch in 1H CY10. Additionally, Apple’s consistent message that it refuses to launch a “cheap” portable netbook, and its desire to differentiate itself in a maturing market before it’s too late (similar to the timing of iPod and iPhone), plus its gradual addition of multi-touch technology to all of its core products (iPhones, iPods and Macs) leads us to conclude this product will be a touchscreen tablet (not a netbook).
No Netbook On The Horizon; Tablet A CY10 Event. We expect Apple to fill the gap between the iPod touch and the MacBook with a new tablet device (not a netbook) priced at about $500-$700. Apple will likely leverage its multi-touch patents to differentiate its product from the typical netbook. We are anticipating a new category of Apple products with an operating system more robust than the iPhone’s but optimized for multi-touch, unlike Mac OS X. The device’s OS could bear a close resemblance to Apple’s mobile OS and run App Store apps, or it could be a modified version of Mac OS X. We expect the development of such an OS to be underway currently, but its complexity, along with our conversations with a key company in the mobile space, leads us to believe it will not launch until CY10.