Feb 082012

I’ve gone on record about how much sense it makes for Apple to graduate from making a set-top Apple TV to Apple making an actual TV. Several times. But the evidence keeps piling up – if by “evidence” you mean “totally unsubstantiated rumors and bullshit ‘supply chain checks'”. But after much digging, I’ve finally uncovered some data that makes a strong case for Apple to make a television.


This is for all of you who haven’t been tracking the recent financial performance of TV manufacturers, a group that apparently includes Gene Munster. Every one of the top five have experienced a drop in sales in their most currently reported quarter compared to the previous year. Seems like a business you’d want to get into.

Some people contend that this is only evidence of a market ripe for the kind of breathtaking innovation that Apple brought to mobile phones. I contend that these people will never be involved in the decision-making at Apple, Inc.

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