KGI Securities analyst Mingchi Kuo, who has been known to have accurate information regarding Apple product launches in the past, is out today with a new note that includes some surprisingly specific specs for upcoming products from Google. One of the products Kuo expects to see at Google I/O later this month is a new Nexus 7, but the note also included info on what he thinks Google has in store for the months after the event, including: an Android powered notebook, a new TV product, and even a Google smart watch.
This isn’t the first time we’ve heard about an Android-powered notebook over the years, and just last month Intel executives confirmed that the majority of its new sub-$200 notebooks running on its mobile Atom CPU will be Android based. However, according to Mingchi, don’t expect to see the notebooks making an appearance at I/O this year. That’s because Android 5.0 won’t be ready to show off at I/O, says Kuo, but vendors such as Samsung will apparently move first with Android 4.x powered notebooks coming within 3-4 months:
Android Book – Android Book won’t be introduced at the upcoming Google I/O as development of Android 5.0, which is targeted at NB, is incomplete. We think Android Book featuring Android.4x will be rolled out in the coming 3-4 months because some brand vendors, like Samsung (Korea), want to move first. But shipments will be limited as the current Android OS isn’t well supported for laptops.
As for Google’s rumored over-the-top TV content business, Mingchi says an Apple TV-like competitor is on the way but delays due to a change to Nvidia Tegra from TI OMAP means we likely won’t see it at I/O. Kuo also said in his note to clients today that he expects Google to launch a smart watch-like wearable device alongside Google Glass, but it apparently won’t go into mass production until next year:
In addition to Google Glass, we expect Google Watch will be launched as Google’s venture into the wearable device market. Given the myriad design challenges for wearable devices, however, we don’t expect mass production to begin this year.