Analysts paid to watch trends are coming up pretty unanimous that something's happening with Apple (Nasdaq: AAPL) on the TV front. And that something probably has to do with an expanded effort beyond its peripheral attacks on the space.
"While Apple's commitment to the living room remains a 'hobby,' we continue to believe the company will enter the TV market with a full focus as an all-in-one Apple television could move the needle when connected TVs proliferate," Piper Jaffrey analyst Gene Munster, a longtime Apple TV advocate, wrote.
HSI analyst Vinita Jakhanwal looked at Apple's supplier chain and concluded that LG Display, Sharp and Toshiba Mobile Display looked to be likely sources for the Apple explosion. Connected TVs, the theory goes, would give Apple another platform on which to operate along with the iPhone, iPad and iPod.
- eWeek Europe has this story
Apple TV, connected TVs create more cord-cutting worries for pay-TV operators
Analyst: Apple TV set, cloud-based iTV on the way
Boxing match: Cisco, Apple TV beef up products