After years of speculation, a report from The Wall Street Journal seemingly confirmed that any potential plans Apple ever put together regarding a dedicated television set have been scrapped. Even analyst Gene Munster, one of the biggest proponents of the Apple TV’s existence, was ready to admit defeat. But there are others who aren’t so sure.
First up we have FBR Capital Markets managing director Daniel Ives, who doubled down on the integrated Apple TV in an interview with Bloomberg on Tuesday. Here’s what he had to say:
“I think Apple is tip-toeing into the Apple TV. Temporarily, they have shut it down — I think that’s 100% accurate — but the thing is, we look forward: you cannot say they are not going to go into the TV market when you look at the IoT (Internet of Things), when you look at the automotive and some of these other areas. Given where Apple is, those are all potential total adjustment markets that they are going to go after.”
And Ives isn’t alone. On Monday, Apple investor Carl Icahn issued an open letter in which he claimed that “in FY 2016 Apple will sell 55” and 65” ultra high definition television sets” at average selling prices of $1,500. He later told CNBC anchor Scott Wapner that the headline of the WSJ report is “misleading” and that he doesn’t plan on “backtracking in any way.”
At this point, I’m not sure even Tim Cook could convince the diehard Apple TV believers that a TV isn’t coming anytime soon.