Leading Apple analysts Gene Munster has renewed his claim that apple will move into the TV manufacturing business – and will succeed in the space in 2012. He sees an iCloud move into video, relevant patent work, and – most interestingly – likely enthusiasm in the app community for building TV-related apps. Fortune has the related patent here. Look for the beginnings of an acknowledgement on the July 19 earnings call, along with confirmation of the September iPhone 5.