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Old Dec 11, 2012, 12:54 PM   #1
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Apple Could Sell 13 Million Televisions According to Morgan Stanley's Katy Huberty




Last week, Tim Cook shared that television was an area of "intense interest" for Apple, stoking the rumor mill once again that the company will come out with a TV at some point. Today, Morgan Stanley analyst Katy Huberty shared results from a proprietary survey of 1,568 U.S. heads of household from September. Fortune's Philip Elmer-DeWitt shares some of the results of the survey.

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11% of respondents said they would be "extremely interested" in buying an Apple-branded TV set, which translates into 13 million units in the U.S. alone. 36% said they would be "somewhat interested," which could translate into another 43 million units.

The 47% who were either "extremely" or "somewhat" interested is more than twice the 23% who said they were interested in buying an iPhone and the 21% who were interested in an iPad before either of those products were released.
Respondents who owned at least one Apple device were nearly four times more interested in buying an iTV that those who did not.

46% of respondents were willing to pay over $1,000 for an iTV and 10% were willing to pay over $2,000. On average, respondents were willing to pony up $1,060, a 20% premium over the the average $884 they paid for their current TV set.
Further, Huberty lays out three strategies for Apple to fix television. The company could become a "full-blown virtual cable service provider"; partner with existing pay-TV carriers and replace their set-top box with its own; or Apple could "bundle the TV set with its existing Apple TV" box.

Of course, there have been years of speculation about a potential Apple TV. Following the release of Walter Isaacson's biography of Steve Jobs, in which Jobs said he had "cracked" television, rumors have taken on a more fervent tone.

Article Link: Apple Could Sell 13 Million Televisions According to Morgan Stanley's Katy Huberty
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Old Dec 11, 2012, 12:55 PM   #2
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It's funny when the analysts pull numbers out of thin air
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Old Dec 11, 2012, 01:07 PM   #3
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Originally Posted by nippyjun View Post
It's funny when the analysts pull numbers out of thin air
the sad part some people pay them and others believe what they have to say.
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Old Dec 11, 2012, 01:07 PM   #4
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Originally Posted by nippyjun View Post
It's funny when the analysts pull numbers out of thin air
This!


where the flying bull hell do they get these numbers?
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Old Dec 11, 2012, 01:08 PM   #5
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Originally Posted by frayne182 View Post
This!


where the flying bull hell do they get these numbers?
I personally predict 9 million.
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Old Dec 11, 2012, 01:40 PM   #6
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It's funny when the analysts pull numbers out of thin air
Well they aren't going to base them on real numbers, that's for sure! I mean that would actual entail working!
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Old Dec 11, 2012, 02:09 PM   #7
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Originally Posted by nippyjun View Post
It's funny when the analysts pull numbers out of thin air
Actually, the numbers were pulled from a survey of 1,568 US households. It was only then that they were extrapolated from thin air.
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Old Dec 11, 2012, 02:26 PM   #8
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Originally Posted by nippyjun View Post
It's funny when the analysts pull numbers out of thin air
I don't think basing the numbers on a real-life survey is pulling them out of thin air...
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Old Dec 11, 2012, 03:34 PM   #9
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It's funny when the analysts pull numbers out of thin air
What? They didn't do that - they surveyed people. Whether or not you agree (or the numbers prove to be right) is immaterial. They weren't made up.
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Old Dec 11, 2012, 03:36 PM   #10
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What? They didn't do that - they surveyed people. Whether or not you agree (or the numbers prove to be right) is immaterial. They weren't made up.
That is correct. They were not made up. They were meaningless.
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Old Dec 11, 2012, 05:12 PM   #11
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That is correct. They were not made up. They were meaningless.
ahh, the scientific method. running for Congress next?
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Old Dec 11, 2012, 03:37 PM   #12
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What? They didn't do that - they surveyed people. Whether or not you agree (or the numbers prove to be right) is immaterial. They weren't made up.
Well the percentages are correct but the 13 million number is a guess/assumption/prediction.
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Old Dec 11, 2012, 03:41 PM   #13
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Well the percentages are correct but the 13 million number is a guess/assumption/prediction.
Sorry if I am reading this wrongly, but I took it to mean that the overall market for these TVs is around 130m annually, so that the 11% the survey found would equate to about 13m.

I certainly hope they enter this market. I agree with what Tim Cook said about current TV technology.
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Old Dec 12, 2012, 05:05 AM   #14
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Sorry if I am reading this wrongly, but I took it to mean that the overall market for these TVs is around 130m annually, so that the 11% the survey found would equate to about 13m.

I certainly hope they enter this market. I agree with what Tim Cook said about current TV technology.
If you agree with what he is saying (I'm referring to his statement saying that when he turns on his TV it's like going 20-30 years back in time) can you please explain to me precisely what is so old-school and so old about current TV and how Apple or any other company can change this?
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Old Dec 11, 2012, 05:39 PM   #15
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Originally Posted by nippyjun View Post
It's funny when the analysts pull numbers out of thin air
I remember those stupid predictions of Apple being the first trillion-dollar company soon. Well, I sold my AAPL at 700 then watched it crash and burn, so it sucks for those fools.

----------

What is the point of this?? Just get a regular TV and an Apple TV. Knowing Apple, they'd probably think that coax, VGA, component, and composite are each too old to deserve a spot as an input
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Old Dec 11, 2012, 12:55 PM   #16
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It all depends on the price.... and quality...
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Old Dec 11, 2012, 12:56 PM   #17
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An Apple television... meh...

A more advanced Apple TV (the box), yes!
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Old Dec 11, 2012, 01:06 PM   #18
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Originally Posted by ThatsMeRight View Post
An Apple television... meh...
A more advanced Apple TV (the box), yes!
It does seem odd... I don't see much, regarding hardware, that Apple could introduce to improve television sets. Functionality? Tons of opportunity. But it would seem the set top box concept would/could suffice. But I'm sure they're marketing department will convince me otherwise. B@stards!
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Old Dec 11, 2012, 02:56 PM   #19
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Originally Posted by gmanist1000 View Post
It all depends on the price.... and quality...
Quote:
Originally Posted by ThatsMeRight View Post
An Apple television... meh...

A more advanced Apple TV (the box), yes!
Price will be a huge thing. $1000 HDTV? No I don't think they'll sell that many of those.

A $100 apple tv box that has a better feature set? That could.
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Old Dec 11, 2012, 04:12 PM   #20
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Price will be a huge thing. $1000 HDTV? No I don't think they'll sell that many of those.

A $100 apple tv box that has a better feature set? That could.
I don't know what it's like in the US but in the UK $1k equivalent for a premium TV is VERY CHEAP.
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Old Dec 11, 2012, 04:16 PM   #21
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The Box or the Tube?

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Originally Posted by ThatsMeRight View Post
An Apple television... meh...

A more advanced Apple TV (the box), yes!
I'm with you, build a better box and let the people pick their own tube. Or better yet, build both.
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Old Dec 11, 2012, 07:39 PM   #22
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Originally Posted by Bezetos View Post
They don't even know what it's going to be like, but they're "extremely interested" in buying one, because it's Apple branded.

This, my friends, is the power of Apple's marketing.
LOL


Quote:
Originally Posted by ThatsMeRight View Post
An Apple television... meh...

A more advanced Apple TV (the box), yes!
Yes - a box with HDMI/DisplayPort (real)/DVI-D/VGA outputs, and HDMI, GbE and IR inputs. (And maybe WiFi for those who still haven't learned how badly WiFi sucks.) Give it at least four HDMI inputs though, six would be better.

Apple won't "take over" the market with killer apps in 2 or 3 different sized flat panel TVs. The panel/projector is a dumb commodity, and Apple just isn't into providing a wide variety of options.

But a smart box with universal inputs and outputs - hmmmm.

ps: and let each HDMI input be set to bitstream pasthrough....
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Old Dec 11, 2012, 07:56 PM   #23
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An Apple television... meh...

A more advanced Apple TV (the box), yes!
Why not both?
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Old Dec 11, 2012, 12:58 PM   #24
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It all depends on the price.... and quality...
Exactly what I was thinking. It'll start at the 'cheap' range with the 4" screen priced from 529.00 and then go to the iTV S at 5290.00 per set.
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Old Dec 11, 2012, 01:02 PM   #25
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