Jefferies analyst Peter Misek expects that Apple will begin full-scale production of its rumored television in May/June, according to a note sent to investors.
Evidence of commercial iTV production is starting: we believe specialty components have begun to ship to Apple's Asia panel suppliers with polarized films, filters, and IGZO components starting to move in small quantities. We expect commercial production in May/ June with 2M to 5M builds likely. We still expect a CQ4 launch.
Misek also upped his prediction for iPhone sales this quarter from 28 million to 33.2 million.
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Evidence of commercial iTV production is starting: we believe specialty components have begun to ship to Apple's Asia panel suppliers with polarized films, filters, and IGZO components starting to move in small quantities. We expect commercial production in May/ June with 2M to 5M builds likely. We still expect a CQ4 launch.
Misek also upped his prediction for iPhone sales this quarter from 28 million to 33.2 million.
Read More