Meanwhile, everyone’s favorite Piper Analyst Gene Munster is giving 75% odds on a January announcement and 50% odds on a Tablet. He also lays out the following:
If the tablet were announced in January, he would expect it to ship some time in Apple’s second fiscal quarter. “Based on a conversation this week with a Taiwanese component supplier,” he writes, “we expect Apple to ship a tablet device by the end March.” Munster had previously estimated a monthly run rate of 162,000 units once the table ships (about 2 million annually). “Assuming the tablet comes out in [March],” he writes, “we believe Apple would sell around 1.4 [million] units at a $600 ASP in [calendar year 2010], an increase of about 2% to revenue.” Other reasons for a January event: to launch a new iPod touch with a video camera, or a new Apple TV that could support a subscription TV service
Quoth the Munster: And to round it all up, the BGR is saying that the January announcement of the tablet will definitely be a 7-incher, not just the 10-incher we’ve heard so so much about.
