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Tim Nash

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  • Apple: Time To Take Over The Game Console Market [View article]
    If there are no more technical issues, I would guess at a launch event in January with ideally, initial shipments in time for Chinese New Year which starts on Jan 31. This shipping date may be too tight though.
    Nov 8 03:49 PM | Likes Like |Link to Comment
  • Apple: Time To Take Over The Game Console Market [View article]
    I should have known it was a conspiracy, however the corrections are now up.
    Nov 7 03:46 PM | 2 Likes Like |Link to Comment
  • Apple: Time To Take Over The Game Console Market [View article]
    Apple will update its 64 bit ARM chip every year for the foreseeable future for the iPhone and iPad and so this Apple Games TV can be upgraded annually with better performance. It's much more difficult to justify regular performance increases with the likely sales volumes of the PS4 and Xbox One.

    The A7 uses twin cores and low clock speed to optimise performance with respect to battery life. As the Apple Games TV will be a desktop unit, the clock speeds can be higher and Apple can move to Quad core if it wants.

    In the end, the quality and quantity of the games will largely depend on how many units Apple sells compared to Sony/ MicroSoft/ Nintendo and what the hardware supports.
    Nov 7 03:17 PM | Likes Like |Link to Comment
  • Apple: Time To Take Over The Game Console Market [View article]
    It's difficult to see how the pricing works using Intel chips. According to the BOM breakdowns, Apple is probably paying $18 to $20 for an A7 and the only part of your list that this Apple Games TV wouldn't offer, would be the full functionality of a Mac.
    Nov 7 01:01 PM | Likes Like |Link to Comment
  • Apple: Time To Take Over The Game Console Market [View article]
    This Apple TV+ has a number of potential uses, such as a media center, and so Apple may just keep the current name. I will be surprised though, if they don't market the possibilities to the games companies and, because of the margins, attract major games. When major games are launched on this and stay exclusive for a while, core gamers will arrive.
    Nov 7 12:42 PM | 1 Like Like |Link to Comment
  • Apple: Time To Take Over The Game Console Market [View article]
    IMO this will attract console quality games. For example, 3 of the c.20 launch titles on the Xbox One are by EA Sports. As Electronic Arts has made good money through the App Store, it should realise the potential of an Apple Games TV.
    Nov 7 11:51 AM | 1 Like Like |Link to Comment
  • Apple: Time To Take Over The Game Console Market [View article]
    Nintendo's Wii U has sold about 4 million units, as I mentioned above. The Xbox One and PS4 launch this quarter, so none of them yet are major consoles as far as sales go.
    Nov 7 11:23 AM | Likes Like |Link to Comment
  • Apple: Time To Take Over The Game Console Market [View article]
    Paul Allen, still a sizeable shareholder, reckons MSFT should sell the Xbox business.
    Nov 7 11:16 AM | 1 Like Like |Link to Comment
  • Apple: Time To Take Over The Game Console Market [View article]
    Sorry, the dashes were there when I submitted the article.
    In the first paragraph 50-60Gb

    '70% margins for all games sold through the app store (about twice their current margin, adding $3400 million to profits' should read 'adding $300M to $400M to profits'.

    'average game prices are $2530' should read 'average game prices are $25 to $30'.

    'blockbuster titles can be $4060' should read 'blockbuster titles can be $40 to $60'.

    'Year 1 sales of 1015 million units + associated games will add $510B' should read 'Year 1 sales of 10 to 15 million units + associated games will add $5B to $10B'.

    'Year 2, as top titles are launched on the Apple Games TV, $1520B' should read 'Year 2, as top titles are launched on the Apple Games TV, $15B to $20B'
    Nov 7 10:37 AM | Likes Like |Link to Comment
  • Apple: Time To Take Over The Game Console Market [View article]
    Apple already has relationships with major games companies. Those companies already have iOS teams and distribute through the App Store.

    IMO that's a long way from scratch.
    Nov 7 10:23 AM | 2 Likes Like |Link to Comment
  • Apple: Time To Take Over The Game Console Market [View article]
    I agree about using the mobile devices as controllers - it's mentioned under 'What does the new Apple Games TV need?'
    Nov 7 10:16 AM | Likes Like |Link to Comment
  • Apple: Time To Take Over The Game Console Market [View article]
    Gamers go to where the best games are. Unless MicroSoft offers games companies much better margins, those companies will move to where they believe they can make most money.
    Nov 7 10:07 AM | 2 Likes Like |Link to Comment
  • Apple: Time To Take Over The Game Console Market [View article]
    Apple already has the technology in place, the only question is whether it chooses to launch.

    When games companies see that there is a market for an Apple Games TV, a 70% margin through the app store will attract the AAA titles.
    Nov 7 10:02 AM | 2 Likes Like |Link to Comment
  • Apple: Time To Take Over The Game Console Market [View article]
    Unfortunately someone has reformatted this taking out some crucial dashes. Needless to say it should be 10-15 million units and $5-10B.
    Nov 7 09:53 AM | 3 Likes Like |Link to Comment
  • Could Intel Still Win Apple's Chip Business? [View article]
    Apple hasn't yet moved to 22nm (or 20nm from TSMC) for the A7 chip powering the 5s, new iPad production etc., so there are short term possibilities for INTC too. As I discussed in an article earlier this year, http://seekingalpha.co...
    gross margins of 50% should be possible for INTC because the 22nm line will have been largely depreciated thru x86 production.
    Oct 15 07:53 AM | 1 Like Like |Link to Comment
COMMENTS STATS
115 Comments
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