Rumored Apple Tablet Will Sell 2 Million Units in 2010, Analyst Imagines

picture-25An analyst claims he has learned additional information suggesting a 2010 launch of Apple’s rumored tablet device.

Piper Jaffray analyst Gene Munster said he has been in correspondence with an Asian component supplier working with Apple on its tablet.

“Last week we spoke with an Asian component supplier that has received orders from Apple for a touch-screen device to be fulfilled by late [calendar year] 09,” Munster wrote in a report. “This data point underscores our thesis that a tablet will likely launch in early [2010].”

Munster in May issued a detailed report summarizing his theories about Apple’s fabled tablet, about which little next to nothing is known beyond vague tips from anonymous sources. Today’s new report reinforces those theories and adds more speculation about the rumored device’s features:

  • The device will most likely be a larger format iPod Touch, measuring between 7 to 10 inches
  • The tablet will be used primarily for web surfing, e-mail and digital media
  • Pricing should be between $500 and $700, positioning the tablet between an iPhone and a MacBook
  • A carrier (either AT&T or Verizon) will likely subsidize the device, which will include a 3G cellular modem

Piper Jaffray produced a mock-up illustration (above) of what Munster believes the device will look like. Munster even proceeds to make an estimate of the number of tablets could ship: 2 million units at $600 each to generate $1.2 billion and add about 3 percent to Apple’s revenue stream in the calendar year of 2010. (A little early to be making such intricate projections about an unconfirmed product, isn’t it?)

Several rumor reports have recently surfaced citing anonymous sources who have come forward with purported details on Apple’s tablet. Some publications claim they’ve heard the tablet will hit stores as soon as this fall, while AppleInsider reported receiving a tip that the device will launch 2010.

Wired.com earlier speculated on what exactly an Apple tablet would do. We believe the device would have potential to be a major competitor against Amazon.com in the e-book market.

Wired.com also received a tip that other tech manufacturers, including Dell, Intel, HTC and Nokia are working on tablet devices as well. On top of that, TechCrunch is already working to rush out its Crunchpad touchscreen tablet. We believe 2010 is shaping up to be the year of the tablet.

Apple’s $1.2 billion tablet computer [Apple 2.0]

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Image: Piper Jaffray


Dear Tablet Naysayers: Stop Looking Back When We’re Thinking Ahead


The response we’re seeing to our feature “Why 2010 Will Be the Year of the Tablet” is disappointing, to say the least. Don’t get me wrong — we love starting dialogue here at Wired.com, and when people disagree, it only gets more fun. But in this particular case, the tablet naysayers don’t even appear to be responding to the points raised in our article.

We’re highlighting three posts: Jeremy Toeman’s “The Tablet That Nobody Really Wants“; John Biggs’ “Is 2010 the Year of the Tablet? Nah“; and Matthew Miller’s “Tablet Devices Suck, so Why Does Apple Want to Make One?

Why, why, why, may I respectfully ask, are you all focusing on the past when we’re discussing the future? Our article rests on the premise that 1.) New technologies are improving touchscreen functionality, as depicted by the iPhone; 2.) New software including touchscreen support (e.g., Windows 7) is in the works, presumably delivering more tablet-friendly user interfaces than in the past; 3.) Several manufacturers, including Dell, Intel, HTC and Nokia are concentrating on efforts to construct new tablets with these new technologies, according to our sources.

Notice how many times the word “new” was used in the above paragraph. We’re focusing on new technologies revitalizing an old, generally unloved gadget. And all three naysayers are, oddly enough, looking backward and dismissing tablets based on their old applications running on old hardware — shortcomings we also touched on in our story.

“Tablet devices suck, so why does Apple want to make one?” asks ZDNet’s Miller. Why else would Apple wish to make one? Steve Jobs felt smartphones sucked as consumer devices, and then Apple delivered the iPhone. And look what happened with the entire smartphone category. Did anyone think a keyboard-less phone was going to appeal to the masses? (I know I didn’t.) Yet 40 million iPhones and iPod Touches have shipped worldwide. Don’t listen to Greg House: People do change.

Why is it inconceivable to theorize the same could potentially happen with tablets? We have more than enough publications citing anonymous sources claiming an Apple tablet is on its way soon. And already, without even possessing full knowledge as to what exactly this fabled Apple tablet is going to do, or even confirming what it looks like or how much it will cost, some people are dismissing the product. I can’t even begin to tell you how absurdly unproductive that is. At Wired our motto is “informed optimism,” and dismissing a not-yet-existing product based on the performance of older renditions is more like uninformed pessimism.

We’re not saying an Apple tablet is going to be successful; we aren’t fortunetellers, either. We’re dreaming up possibilities of what Apple could do with this product category. If Apple again swings a home run, and other companies go at bat, too (it appears they are, according to our sources and several reports), boy is 2010 going to be an interesting year in the technology world. We’re excited to see what happens, aren’t you?

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A mocked-up illustration of an Apple tablet: Photo Giddy/Flickr


Barron’s: Analyst handled Apple tablet, says competitors have paused production lines until launch

According to a report in Barron’s, a phantom “veteran analyst” has actually handled Apple’s heavily rumored tablet-device-thing. If you believe what the report is laying down (and honestly, that’s a big if — analysts have a funny habit of making things up) the tablet is still on for a September unveiling, with a shelf life beginning somewhere in November. What’s also interesting about the report is that the analyst claims the device will be marketed somewhere in the $699-$799 range — as was previously rumored — and will be aimed at uses as a media player (with some kind of potential Apple TV tie-in) and gaming device. The analyst, who obviously declined to be named, said that the tablet is simply awaiting Steve Jobs’ final blessing, and claimed that other ODMs have paused new products until they see the finished version of what Apple has in store. That last bit is potentially the most interesting of all, as we’ve recently heard reports of device-makers freezing new production until 2010, which definitely raises the possibility that the industry is holding its breath to see what kind of new trick Apple has up its sleeve. Yeah — things are about to get fun. [Warning: read link requires subscription]

[Via 9to5mac]

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Barron’s: Analyst handled Apple tablet, says competitors have paused production lines until launch originally appeared on Engadget on Sun, 02 Aug 2009 17:15:00 EST. Please see our terms for use of feeds.

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Rumor: 10-Inch Apple Tablet Landing in Early 2010

2514728282_4968659ce0_oYet another rumor about Apple’s fabled touchscreen tablet has emerged, with sources claiming the product will hit stores in early 2010.

In its report, AppleInsider cites “people well-respected … for their striking accuracy in Apple’s internal affairs,” who claim a 10-inch, 3G-enabled tablet will turn up between January and March.


AppleInsider’s article conflicts with a rumor report posted by TheStreet’s Scott Moritz earlier this week, which stated an Apple tablet was due as soon as October this year. Moritz’s report also said the tablet would be subsidized by Verizon.

Wired.com has more faith in AppleInsider’s report, because a 2010 launch of this product would be more realistic. It’s unlikely Apple would release a tablet in October 2009, because it would cannibalize sales of MacBooks during back-to-school season — when MacBooks tend to sell very well. Plus, Apple recently slashed MacBook prices, and the company would aim to capitalize on the move during back-to-school season without introducing a competitor into its own product line. Third, many rumor reports suggest a new iPod Touch is due in stores fall, and a tablet would likely cannibalize on sales of this product, too.

A January to March time frame would be a much wiser move for Apple. That’s because the Consumer Electronics Show — the largest technology convention in the United States — takes place January. Apple does not plan to attend the Macworld Expo trade show, also in January, nor does it plan to attend CES. So a tablet timed for a January announcement would be the perfect way for Apple to steal thunder from other tech companies showing off new gear at CES.

Also, Piper Jaffray analyst Gene Munster laid out strong reasoning to believe an Apple tablet is arriving 2010:

“Between indications from our component contacts in Asia, recent patents relating to multi-touch sensitivity for more complex computing devices, comments from [chief operating officer] Tim Cook on the April 22 conference call, and Apple’s acquisition of PA Semi along with other recent chip-related hires, it is increasingly clear that Apple is investing more in its mobile-computing franchise,” Munster said in a research statement issued to clients in May.

Lastly, we’re more skeptical about TheStreet’s October prediction given Moritz’s track record, which is notoriously spotty when it comes to Apple rumors. For example, in May, Moritz wrote a story titled “Tech Rumor of the Day: Apple,” which quoted an analyst who predicted AT&T would reduce prices for the iPhone’s monthly service plan. Not only did that not turn out to be true; it wasn’t a rumor at all — just a prediction from an analyst.

Regardless, given the number of rumors floating around, and reports that Apple’s component suppliers in China are receiving orders for parts to build a tablet, an Apple tablet almost seems inevitable. With AppleInsider’s report, we’re placing more chips in the betting circle for a 2010 launch of this device.

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Parody, mock-up illustration of an Apple tablet: Andy on Flickr/Flickr


Raon Digital: maker of UMPC monstrosities meets its maker?

There’s nothing official yet, but evidence is mounting to suggest that Raon Digital has closed up shop in similar fashion to OQO before it. Following rumors of bankruptcy and anecdotal observations of limited stock and reduced service, all Raon Digital communications have gone silent and the website’s been taken offline. If true, then the demise will be met with styli held at half mast by UMPC enthusiasts who were particularly fond of the overpriced ($879 at launch) and problematic Everun Note “premium” netbook. For everyone else, rejoice, your fears of a Vega 2 may have been assuaged.

[Via Pocketables]

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Raon Digital: maker of UMPC monstrosities meets its maker? originally appeared on Engadget on Tue, 14 Jul 2009 04:37:00 EST. Please see our terms for use of feeds.

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Analyst Predicts Apple Will Unleash Touchscreen Tablet Next Year

Evidence continues to mount that Apple will deliver a touchscreen tablet next year, with an analyst laying out solid reasoning for this rumored device to become a reality. It appears more likely to be an oversized iPod Touch, not a tabletized MacBook.

“Between indications from our component contacts in Asia, recent patents relating to multi-touch sensitivity for more complex computing devices, comments from [chief operating officer] Tim Cook on the April 22 conference call, and Apple’s acquisition of PA Semi along with other recent chip-related hires, it is increasingly clear that Apple is investing more in its mobile-computing franchise,” Piper Jaffray analyst Gene Munster said in a research statement issued to clients.

Apple’s next step in mobile computing will likely be the release of a touchscreen tablet featuring a 7-to-10-inch display sometime in the first half of 2010, Munster predicts.

Apple enthusiasts have been gossiping about a Mac tablet since July 2008, when the first rumor about the fabled device surfaced at MacDailyNews. Since then, a stream of clues, rumors and statements from Apple suggest this product will indeed join the Apple product family soon, as Gadget Lab has been reporting for several months.

Apple itself has steadfastly refused to confirm or deny any hint of an Apple tablet.

While in theory Apple could simply make a larger-screen iPod Touch, Munster believes creating a tablet will be more complex. He speculates the operating system will be a hybrid between the iPhone’s mobile operating system and Mac OS X. Or, Apple could optimize a version of Mac OS X for the multitouch interface.

Price range? Munster is guessing between $500 and $700, positioning this device as Apple’s response to netbooks.

At its recent quarterly earnings call, Apple chief operating officer Tim Cook said the company had no plans to release a netbook, calling the device category “junky.”

“For us, it’s about doing great products,” Cook said. “And when I look at what is being sold in the netbook space today, I see cramped keyboards, terrible software, junky hardware, very small screens and just not a consumer experience … that we would put the Mac brand on, quite frankly.”

Other indications that it’s an upsized-iPod-Touch–style tablet in the works (rather than a “junky” netbook) involve Apple’s recent hiring of several chip designers, as well as its acquisition of PA Semi to develop mobile processors.

Would a touchscreen tablet be worth putting the Mac brand on? We think so.

Apple Tablet in 2010 [Silicon Alley Insider]

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llustration of an imaginary iPhone tablet: Flickr/vernhart


New York Times: Palm Pre to launch in the first week of June

Guys, guess what? The Palm Pre is really, seriously, totally coming out, like, super soon. How soon? Well the New York Times, one of the most respected newspapers of our age, claims The Smartphone That Saved Palm (despite their denials) is due in the first week of June, which means the countdown to destruction just got a little shorter. Unless the Times is making stuff up. And let’s be honest — at this point, maybe they are. We can say this, however, the Pre is due, and it’s due soon, and if we don’t see it before WWDC, we’ll be pretty surprised. Our call? We’ve got a sneaking suspicion that all this speculation will be over before you know it. Like, tomorrow.

[Thanks to everyone who sent this in]

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New York Times: Palm Pre to launch in the first week of June originally appeared on Engadget on Mon, 18 May 2009 15:40:00 EST. Please see our terms for use of feeds.

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Slim PS3 update: mysterious Chinese firm issues a cease and desist… to Engadget

You know, one of these days, someone at one of these big companies is going to get this right. If you send a cease and desist about “leaked” photos of a supposed device, you’re basically saying, “Hey guys, those pictures are real.” Now, we can’t tell you with 100 percent assurance that that’s the case when it comes to those factory pics of rubber-gloved hands all over an apparently-new PS3 hardware design, but it doesn’t help anyone’s case when a Chinese company sends your Japanese wing a takedown notice. Keep in mind, since this thing isn’t from Sony, we can’t really be sure that it’s the real deal, but we’ll be honest — things are starting to look mighty suspicious. Text of one of the charming messages after the break. We’ll pause for comment now.

Continue reading Slim PS3 update: mysterious Chinese firm issues a cease and desist… to Engadget

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Slim PS3 update: mysterious Chinese firm issues a cease and desist… to Engadget originally appeared on Engadget on Mon, 18 May 2009 15:17:00 EST. Please see our terms for use of feeds.

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Engadget Podcast 146 – 05.15.2009

Josh Topolsky and Paul Miller walk into a bar, but the bar is a recording studio.

The bartender, who is the recording engineer, asks, “Why the long faces?”

“Sigh,” Paul says, and looks down at his feet. “Nothing but a buncha crummy phone rumors and probably fake slim PS3 pictures this week.”

“It’s hard to podcast when there’s no exciting news to podcast about,” says Josh, staring off into the distance.

The door slams open: it’s Nilay Patel. “I know what’ll cheer you guys up!” he says as he slams three stiff drinks down on the table. “Trashing AT&T about the Slingplayer app!”

Smiles creep over Josh and Paul’s faces. They nod, the engineer hits the record button, and history is made: The Engadget Podcast, volume 146.

Update: We added a video feed of your charming hosts from the recording studio after the break. It’s definitely an experiment at this stage, so let us know what you think!

Hosts: Joshua Topolsky, Nilay Patel, Paul Miller
Producer: Trent Wolbe
Song: Around the World

00:01:42 – Wild and slim PS3 redesign caught on camera?
00:17:20 – AT&T issues official statement on SlingPlayer’s 3G blackout for iPhone
00:28:49 – Microsoft’s latest ad: iTunes and the iPod are crazy expensive
00:37:26 – Microsoft “Pink” specs leak out: Tegra, Snapdragon, OMAP 3, oh my?
00:50:57 – Fuzzy math: Palm Pre to run about $470 full retail?
01:01:29 – Hold the phone: T-Mobile G1 v2 to really be the Samsung Bigfoot?
01:06:13 – Motorola’s first Android phone to be the T-Mobile G1 v2?

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Contact the podcast

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Twitter: @joshuatopolsky @futurepaul @reckless @engadget

Continue reading Engadget Podcast 146 – 05.15.2009

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Engadget Podcast 146 – 05.15.2009 originally appeared on Engadget on Fri, 15 May 2009 14:59:00 EST. Please see our terms for use of feeds.

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Sony Ericsson president: PlayStation phone “could happen”

Well, this is certainly one rumor that just won’t die — nor is it likely to, not as long as the company has its hands in both manufacturing handsets and game consoles. According to an article in the Financial Times, Sony Ericsson president Hideki “Handsome Dick” Komiyama discusses his struggle to reposition the company as one the world’s top three phone makers. Among bright ideas and desperate measures mulled over, the man in charge lets slip that no plan is too crazy or far-fetched to consider. Even a PlayStation-branded phone? “Could happen,” he is quoted as saying. And there you have it! Begin warrantless speculation: now.

[Via Unwired View]

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Sony Ericsson president: PlayStation phone “could happen” originally appeared on Engadget on Fri, 08 May 2009 16:32:00 EST. Please see our terms for use of feeds.

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