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Piper Jaffray predicts 2011 Apple roadmap

Updated Dec 19th, 2018 6:58PM EST

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Predictions from Piper Jaffray’s managing director and senior research analyst Gene Munster have been compared to darts tossed at a 10-foot dartboard, but that won’t stop the man from churning out new notes. On Monday, Mr. Munster laid out his roadmap for Apple in 2011 and it actually looks like he may be in store for a few wins this year. Then again, the roadmap is based almost entirely on things we already know with near certainty — or, in some cases, absolute certainty — so these can hardly be called Munster’s wins if they pan out. Here’s how Apple’s 2011 pans out in Munster’s eyes:


  • Verizon launch of the iPhone: Probability 95% (March qtr) (our est)
  • Mac App Store: Probability 100% (Jan. 6 launch)
  • iTunes cloud services: Probability 90%
  • iPad geographic expansion: Probability 100%
  • iPad subsidies from carriers: Probability 80%
  • OS X Lion: Probability 100% (summer 2011)

Hardware upgrades:

  • iPhone (March quarter). We are modeling for Apple to launch a CDMA version of the iPhone at Verizon in the March-11 quarter. The fifth generation iPhone will likely ship this summer with NFC capability.
  • iPad (spring). We believe the second generation iPad will launch in spring 2011.
  • Macs (uncertain). We have moderate confidence that Apple will release redesigned MacBook Pros in 1H11 and redesigned iMacs in 2H11.

Munster does also note that Apple may launch some nifty new Web-based services and maybe even a television in 2011, but again, these are just rehashed rumors that have been around for quite a while now.


Zach Epstein
Zach Epstein Executive Editor

Zach Epstein has been the Executive Editor at BGR for more than 10 years. He manages BGR’s editorial team and ensures that best practices are adhered to. He also oversees the Ecommerce team and directs the daily flow of all content. Zach first joined BGR in 2007 as a Staff Writer covering business, technology, and entertainment.

His work has been quoted by countless top news organizations, and he was recently named one of the world's top 10 “power mobile influencers” by Forbes. Prior to BGR, Zach worked as an executive in marketing and business development with two private telcos.