The Apple-branded TV set: An analyst connects the dots

June 23, 2011: 10:57 AM ET

Piper Jaffray's Gene Munster believes an iOS television will succeed Apple TV in 2012

Click to enlarge. Source: Patently Apple

In the wake of a dubious prediction published Wednesday (DailyTech: Apple to Enter TV Display Business Late This Year) and its dismantling (TechCrunch: That Apple Television Is Coming This August Alongside The iPhone Nano (And Santa)) Gene Munster could hardly be expected to hold his tongue.

No one has championed the idea of an Apple-branded TV set (as opposed to the Apple TV set top box) more enthusiastically than Piper Jaffray's senior Apple analyst. He's been writing about the possibility -- despite Apple's demurrals -- for more than two years. In August 2009 he laid out a road map by which Apple would launch a television set with digital video recording and built-in home media functions within two years (i.e. 2011).

That hasn't happened. At least not yet.

But in a note to clients issued early Thursday, he jumped on "the recent chatter in the media" to lay out a new road map, one that leads to a launch in late 2012.

Here's how Munster connects the dots:

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