Coming Soon: The Touchscreen iPod

| About: Apple Inc. (AAPL)

Back in January, I noted that I did not think the iPhone would cannibalize the iPod because Apple (NASDAQ:AAPL) would migrate the touchscreen downstream to the smaller and non iPhone "pods." It was only a matter of time before Apple would bring out a touchscreen (non-phone) iPod.

Rumors are already starting to pop up that one is coming, and I expect we will see something perhaps in time for this year's Christmas season.

The latest? According to Digitek, "Wintek will be the panel supplier of Apple's new iPod video, according to sources at upstream suppliers. Apple is set to launch a next-generation iPod video in August with the new products featuring a touch screen panel similar to the iPhone, the sources noted" (this is an unconfirmed rumor).

Regardless, we should expect Apple to roll these out over the next few quarters, and turn the classic iPod into a much cheaper model. 

Here's what I estimate Apple price points will look like in 12-18 months or so:

  Product Pricepoint
Apple iPhone
10/5 GB
iPod touchscreen*
100/60 GB
iPod "Classic"
80/30 GB
  iPod Nano
10/5 GB
Shuffle 1 GB $59

* estimated price, product not yet announced


Two concepts of Touchscreen iPods:





Apple iPhone/iPods
The Big Picture,
Tuesday, January 16, 2007 ¦ 01:57 PM

Wintek to ship touch screen panels for new Apple iPods
Susie Pan, Taipei; Emily Chuang,
DIGITIMES, Wednesday 11 July 2007

Countdown to the Touchscreen iPod
Business 2.0, July 12, 2007

The Touch Screen iPod in September?
Terrence O'Brien
Jul 13th 2007, 8:42AM