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Michael Seto for Business Insider
Top Apple analyst Gene Munster just laid out what's next for Apple at our IGNITION conference.
2012-11-27
We have his slides here, and we've added his commentary and context for each one.
Perhaps the most important subject Munster touched on was the long-rumored Apple television set and what he thinks it will be like.
Munster's latest estimate has the Apple TV launch pegged for November 2013. He also touched on what Apple gadgets will look like five to ten years from now as we move away from traditional laptops and PCs and into a fully-mobile world.
What's next?
Piper Jaffray
Here's Munster's boilerplate disclosure. Don't worry, things are about to get really interesting...
Piper Jaffray
Even though Apple recently fired iOS boss Scott Forstall, hardware is still more important. There are plenty of touch-based operating systems out there. But people like to focus on hardware.
Piper Jaffray
Jony Ive is now in charge of hardware and software design. Apple is in good hands.
Piper Jaffray
So what's next? Munster breaks it down by what we can expect over the next year, next two years, and finally, the next several years.
Piper Jaffray
The next thing coming from Apple will likely be a streaming radio service, sort of like Pandora.
Piper Jaffray
Next, Apple will unveil its new operating systems for Macs, iPhones, and iPads at its big summer developers conference. You can also expect a MacBook Air with Retina display.
Piper Jaffray
Fall of 2013 will be all about iPhones and iPads with a faster iPhone and an iPad with brand new design.
Piper Jaffray
A month later, Apple will likely finally announce its television set.
Piper Jaffray
How do we know the Apple TV is coming? The evidence is everywhere!
Piper Jaffray
And consumers really want an Apple TV.
Piper Jaffray
After 2013, Apple will be forced to release more new iPhone models per year in order to keep up with the rapid product cycle of competing Android phones.
Piper Jaffray
What will the new iPhone product cycle look like? Expect a new one every six months or so.
Piper Jaffray
Get ready for a battle over app developers and Internet services between Apple and Google.
Piper Jaffray
Eventually, Apple will have to make a cheaper iPhone to snap up even more market share.
Piper Jaffray
If Apple can make a very affordable, high-quality device, then it could reach 30% global market share.
Piper Jaffray
You may not hear about it, but Apple is working hard at the next big frontiers in tech like automated gadgets and 3D printing.
Piper Jaffray
Wrapping up: The recent management shakeup won't change much at Apple. And get ready for some really neat stuff in 2015 and beyond.
Steve is a senior correspondent at Business Insider. Previously, he was a deputy editor at Tech Insider and senior editor for the tech section of Business Insider. He's appeared on CNN, CNBC, MSNBC, Sirius XM, and Marketplace.
Jay was the executive editor of Business Insider. He oversaw day-to-day coverage on the site. He started as an intern at Business Insider in 2007. Before becoming executive editor he was running SAI, the technology section of the site.He has a degree from the University of Delaware in economics and a master's in journalism from NYU.
