Andre Yoskowitz
20 Sep 2010 19:21
Apple has signed a new confidential licensing deal with Rovi today, a deal that has at least one analyst claiming Apple will release a Web-connected HDTV with live TV and DVR in the future.
Gene Munster of Piper Jaffray calls the deal strong evidence of an upcoming HDTV.
Rovi is the company behind the interactive program guide used by many cable/satellite operators and set-top box makers.
Says Munster (via AI): "We believe this announcement is further evidence that Apple is developing live TV and DVR features for its Apple TV product, and will likely launch an all-in-one Apple Television in the next 2-4 years. Following its deal with Rovi, Apple would be clear to add live TV, DVR and guidance features to its Apple TV product, which we believe is a critical step towards an all-in-one Apple Television."
Apple launched an updated Apple TV earlier this month.
Although it is unclear, Munster believes the deal will cost Apple $10 million per year.