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- Apple TV a Hit, to the Tune of 1M Selling Per Quarter
New info from JMP Research’s Alex Gauna (via Barron’s) shows that Apple’s “one more hobby” is indeed a success among consumers. Gauna found that the Apple TV is sold out across the U.S. at Apple Store retail locations, after calling more than 20 stores.That puts Apple on pace to sell 1 million of the little black boxes per quarter. While those aren’t iPad numbers (the tablet is expected to hit 4.5 million per quarter), it’s a success from Apple’s perspective, considering the relative disappointment of the original Apple TV. Also, if Apple is having trouble keeping the device in stock, that means its own estimates about initial sales were probably more modest.
It’s good news for Apple’s looming battle with Google TV, too, which is sure to be a topic at NewTeeVee Live next month. Being early to market and priced well will mean that Apple already has a foothold in many homes before Google’s product even appears. It’ll have to innovate and up its game on the software side if it wants to hold that ground, however. Apps would be a good start.
Apple TV will also have to up its game internationally if it wants to hold out against the Google onslaught. A lack of content in countries other than the U.S. (no Netflix), no TV rentals, etc.) will definitely make it less appealing to customers residing outside the U.S. A check on stock at Canadian Apple Stores, for instance, reveals the product is still available at many locations.
Even still, sales of 1 million Apple TV units per quarter adds up to $400 million a year in additional revenue, which, while not a huge number compared to Apple’s other product lines, definitely doesn’t hurt. Especially when it makes more per unit than it ever did before.
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Переслать - Is Apple Planning to Diversify Its iPhone Lineup?
A new report today suggests that Apple may be planning to add more options to its iPhone line. Currently, Cupertino only offers either current gen or last gen tech, in a variety of storage sizes. It’s less of a choice, really, and more of an ultimatum.The source of the rumors is Kaufman Bros. analyst Shaw Wu. Wu performed supply chain checks that revealed Apple was sourcing parts for touchscreens both larger and smaller than the current iPhone 4′s 3.5-inch display. Specific sizes weren’t mentioned, but Kaufman Bros. suggests that the new touchscreens could be for use in a new high- and low-end models of iPhone, and that the new models could ship before Apple’s annual late spring/early summer iPhone refresh date.
But is such a move likely from a company that has, for the last four iterations of the iPhone, stuck with the same formula and only released one version of its handset? If this was last year or the year before that, I’d easily dismiss these rumors as idle speculation. However, this isn’t those years. This is the year of Android.
Android devices come in a wide range of configurations, because it’s just a software platform that any hardware manufacturer can use. While Apple maintains quality control by building its own hardware, Google offers the benefit of choice to consumers, so they can pick a phone that fits their lifestyle. The iPhone, on the other hand, is almost a lifestyle unto itself.
With Android actually surging ahead of iOS in terms of new device sales, Apple must be feeling the heat. At this point in the year, the company is still at least eight months out from new hardware, following its usual schedule, which normally provides it with a big sales boost.
The iPad also showed that demand was there for different configurations of iOS devices. Its success could provide Cupertino with the impetus to try other form factors. A smaller iPhone has long been rumored, but if released now and sold for next to nothing on contract, it would take a lot of the wind out of Google’s sails. A larger screen, with a 4-inch or more Retina Display would easily beat out its big-screen competition from the Android camp.
One final thing to keep in mind is that Apple’s build cost for these devices continues to drop, thanks to the A4 chip, which the company makes itself. Leveraging that chip into as many devices as possible is just good business.
What do you think? Would a smaller or larger iPhone interest you? Could they stem the tide of Android?
Related content from GigaOM Pro (sub req'd):
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Переслать - Nielsen: Android Surges to No. 1 in Recent Sales
Nielsen is adding its voice to the chorus of research firms confirming the ascension of Android. Nielsen said among recent acquirers of smartphones in the last six months through August, Android was the top platform with 32 percent of purchases, followed by the iPhone and RIM.
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