Apple could start commercial production of a TV set in May or June, likely building somewhere between 2 to 5 million units, says Jeffries & Co. analyst Peter Misek. The claim is based on a recent trip to Asia. "We believe specialty components have begun to ship to AppleĆs Asia panel suppliers with polarized films, filters, and [Sharp] IGZO components starting to move in small quantities," he writes. As before, a fourth-quarter launch is anticipated.