POSTED BY

Rob Beschizza

AT 8:31 AM
Friday August 7, 2009

analysts • tablet

Analyst predicts Apple Tablet details

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Gene Munster, in a report to clients, describes Apple's forthcoming tablet and offers a rendering of a bigger iPhone to show how it might look. Brainstorm Tech summarizes:

• Be similar to an iPod touch, only larger, capable of running most of the 70,000 applications on the iPhone App Store plus a new category of apps designed for the bigger screen.

• Will be used primarily for Web surfing, e-mail, and digital media, competing with netbooks without being a netbook.

• Will be priced between an iPhone and a MacBook -- between $500 and $700.

• Is likely to include a 3G cellular modem and could be subsidized by a carrier -- either AT&T (T) or Verizon (VZ).

• Will sell better than Apple TV did its first year (1.2 million units).

• Could in fact sell 2 million units at $600 each to generate $1.2 billion and add about 3% to Apple's revenue stream in calendar 2010.

Convincing stuff. That said, Munster's got a long history of failed iTablet predictions, and this particular set is eye-rollingly conservative. It'll be used for web surfing and include 3G? Well stap my vitals!

Apple's $1.2 billion tablet computer [Fortune]

11 Comments

kirk

#1 – 9:37 AM August 7, 2009

stap yer vitals? STAP MINE TOO

strider_mt2k

#2 – 9:46 AM August 7, 2009

Rumors are also abound as to the exiting lineup of apps that will be pulled JUST FOR THIS RELEASE!

MichaelFoody

#3 – 9:53 AM August 7, 2009

I'm curious to see what they come up with that said I'm really skeptical. Netbooks were successful because they are cheap enough to fill in a relatively minor niche that many people have. It's better and cheaper to get a good laptop/desktop and a netbook than a decent ultralight.

What's the niche here. It will be big enough that you need to carry it in a bag. It's lack of a keyboard will probably prevent it from being a decent portable computer substitute.

I don't see what need this addresses. Now if it was a tablet in the traditional sense with a keyboard and screen that was more powerful than most netbooks and better made with multi touch iphone stuff as a bonus goody I could see it as a somewhat extravagant second computer.

Clay

#4 – 10:06 AM August 7, 2009

Munster's idea of a windowed iPhone canvas is clever, but it's contrary to the very core of the iPhone philosophy: a shift away from the traditional windowed desktop model.

All I can possibly see the Mythical Tablet being is a finally-done-right version of the i-Opener with a rich swirl of iTunes wireless control whipped into the mix. It's not going to be a revolution like the iPhone -- it's just going to be a cool home appliance like the Apple TV.

Bennett

#5 – 12:17 PM August 7, 2009

If Munster thinks that apps designed for the iPhone will just run on a larger screen, I think he's probably mistaken, unless it's also going to run at 480x320 which would look bad on a large screen.

Also, most of the accelerometer-driven apps and games would be more or less impossible on a tablet.

I could just about believe that this will run the iPhone OS, but I think it will need its own unique apps if that's the case.

Still, if it were 12" or bigger, the killer app will be things like Monopoly, Catan and chess (all multi-player) I've played 2-player Go on an iPhone, and it was big enough for a 9x9 board but nothing bigger.

certron

#6 – 12:38 PM August 7, 2009

This is an interesting analysis, but I have to admit that it is not what I had thought when I had first considered an Apple Tablet. In short, this states that it is a console, not a computer, a scaled-up ipod/iphone instead of a scaled-around macbook/air.

That said, it will probably be an unmitigated success. I'm terrible at judging the merits of gadgets, doubly so for Apple products.

haz

#7 – 6:28 AM August 8, 2009

Will it support stylus/pen input? I've often wondered if I'd warm to tablet device with the dimensions of A4 notepad. Problem is I just love the touch and texture of pen and paper. A plate of glass is just so cold and bland. Plus you can't smash on a table and expect to work.

Richard

#8 – 5:01 PM August 8, 2009

There is a lot of guessing and speculation about the Apple Tablet. The illustrations showing it as a big 1st gen iPhone are just plain stupid. Apple would never scale up a 2-year-old design spec and release it as a "new product" and it would be damaging to the image as a design forward or company of innovation an new design. Second, it would also be very dumb for Apple to put out a product that is a re-release of the Newton, again for the same reason that Apple is a innovator and new design company not simply a generator of old failed concepts.

Apple has a number of things to decide in terms of the new tablets identity and place in Apple product line-up. Is it primary a platform for obtaining and viewing content like an eReader or will it be a computing platform with a full-fledged OS like a laptop or a desktop in a different form factor?

I don't think t makes much sense for Apple to release yet another product like its MacBooks, iMacs and Towers in the form of a tablet or netbook. Thus, I would think it is going to be more of a cross between and iPhone and an eReader like Kindle. But better because Kindle is poorly designed and very limited in its usefulness for publishing. Kindle's biggest drawback is lack of a color screen. The second biggest failure on the Kindle is the lack of touch-screen technologies that radically improve the interface between the reader and the content. It opens up much more real estate on the devices surface.

The biggest opportunity for Apple is to make the tablet a platform for 3rd Party Apps on the Apps Store and to begin selling books, periodicals, and interactive media. Thus I think it will be much more like an eReader designed to feature content and documents in the cloud rather than a full-fledged operating system running big suite applications and traditional client side solutions.

Halloween Jack

#9 – 7:01 AM August 10, 2009

Ah, for the days when you could at least get some interesting p-shops with your wild-assed Apple speculations. At least a cute little white-silver squeegee to clean the screen with every five minutes.

benher

#10 – 8:15 PM August 10, 2009

I wonder if this is going to be a boon for digital artists for direct tablet drawing of if they completely and totally missed that - the most obvious market.

HW12345

#11 – 10:04 AM August 14, 2009

This is really a great post!
This seems to be so informative, and shares relevant data and information.


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