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发帖数: 3492 | 1 Thu, 21 Jun 2012 07:21:43 PDT
In a new research note published today, Topeka Capital Markets analyst Brian
White points to a new report from Chinese business site 21cbh.com claiming
that Foxconn/Hon Hai has accelerated its schedule for ordering television-
sized LCD panels from Sharp, fueling speculation that the panels are
destined for an Apple television set that could debut in time for the
holiday shopping season this year. Foxconn and Sharp announced a
partnership earlier this year to advance LCD technology, a move some
observers have seen as closely tied to an Apple television set.
This morning, the Chinese character version of 21cbh.com indicated in an
article that Hon Hai Precision expects to start receiving LCD TV panel
orders from Sharp in 3Q12 instead of 4Q12 as was originally planned. Recall,
Hon Hai invested in Sharp earlier this year to secure LCD panels that we
believe will largely support a new Apple TV. Based on a recent interview by
21cbh.com with a Sharp executive and information from sources at the company
, the online news source believes the order is for the new Apple TV and
could be available for the holiday season. In our view, a holiday launch
would make for a very merry holiday season for Apple and consumers. However,
we will continue to monitor the data points surrounding the timing of this
launch as they could change.
In his new note, White also reiterates his claims from earlier this month
regarding Apple's use of Kinect-like motion sensing technology for
controlling the forthcoming television set, with the device also including
an iPad-like touchscreen remote.
White continues to be one of the most optimistic analysts regarding Apple,
maintaining his 12-month price target for the stock at $1,111. He
believes that Apple could generate $10 billion in revenue from its
television set in the first year, operating under the assumption that Apple'
s device will command a higher price than its competition's products and
that the company will be able to grab 2% of the LCD television market in its
first year. |
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