Analyst: iPod sales may hit 500 million, Apple TV emerging as ‘a sleeper hit’

Apple Store“The addressable market for Apple’s iPod digital music players is so broad that the company will handily eclipse the 350 million unit sales milestone achieved by Sony with its Walkman players during the 80’s and 90’s before the first signs of fizzle set in, researchers at JMP Securities say,” Slash Lane reports for AppleInsider.

Lane reports, “Ingrid Ebeling, an analyst at the firm, made the comments in a research note distributed to clients on Wednesday [wrote], ‘During Sony’s 15-year reign with the Walkman, the company sold over 350 million units, and we believe that Apple’s addressable market over time will exceed this number given the upgrade and replaceable nature of iPods as well as the overriding trend of consumers’ increasing use of digital media… The net takeaway is that this is a product category that is far from saturated, and we believe well over 500 million units will be sold before the product category hits maturation.'”

Lane reports, “In her note to clients, Ebeling also remained bullish on he prospect of Apple TV emerging as ‘a sleeper hit,’ saying checks indicate that the $300 wireless media hub is off to a strong start. ‘So far, reviews have been generally positive, and we believe our forecast of 1.1M units through [fiscal 2008] could be conservative, representing only 2 percent of the broadband Internet households in the US,’ she wrote.”

Full article, with comments regarding Mac sales, here.

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34 Comments

  1. RSS is already changing the way people watch TV (torrents), AppleTV is an extention of this as a bolt-on to iTunes which delivers content to you.

    If you deny that fact then you dont ‘get’ what AppleTV is about.

    Everyones watching habbits are different. There will always be room for live broadcasts, but you can bet the house that the future of TV is RSS feeding you content. Apple saw this ages ago, put it into the friendly content delivery system they already have in iTunes – BOOM! – Apple TV.

    Z

    MDN word: Later, as in if you dont get it now – you WILL see it later.

  2. @Eddie the one

    I’ll try and make sure I’m not getting lost in translation:

    -No cable. Period. (I’m not sure how you inferred that I did an about face, but I digress…)

    -No live sports. (Is it hard to believe I couldn’t be bothered to watch, live or not?)

    -All content I do watch is downloaded from the internet via torrents. No searching, I already know where to look. In fact, I usually have what I want to watch ready to go before it even airs (the beauty of living on the west coast).

    I agree that buying DVDs isn’t a bad move, but even those I like indexed digitally via iTunes.

    To each his own, but everyone who has watched media at my place (right now via a mac mini), has been amazed at the experience. Having all my media at the click of the apple remote has blown people away. It’s the way things should be. If someone wants cable, hey, who am I to stop them. When I said “suckers” I was refering to the cable companies for over-charging for their product. Broadband internet where I live is half the cost of full cable from the same company, and that doesn’t even include the HD or premium digital channels.

    So now I’m paying 1/3 the cost while getting a better experience.

  3. So “subculture” all your video downloads are illegal.
    Great. LOL. Feel proud, dude.
    That really helps Apple and the artists,actors,companies that worked to make their living creating those video products.
    A big thank you for stealing from all us creative people out here.

    Can we all come to your place and steal things out of it we want to have?

  4. Yep, they are “illegal”. After years of over paying for that content, I have no problem with copyright infringment.

    Years ago I said that if they’d offer music at a fair price, I’d pay for it. Guess what? 99c a song is a fair price. So now I buy my music again. Calling downloaded TV shows that are free-to-air illegal is a bit dubious anyways. Movies? Ya, that’s clean cut illegal. When someone gives me fair value for one time viewing, then I’ll pay. I’ll pay happily as I’m paying now for music.

  5. subculture> #After years of over paying for that content, I have no problem with copyright infringment.#

    So do you also go into grocery stores and shoplift after years of overpaying for one-time use of food? Macs are high priced – you steal them, too?

    And downloading TV shows is stealing, too. The TV companies sell them to cable and other TV providers to resell (via cable service). If they are free, why doesn´t Apple offer them for free via iTunes?
    Theft is theft no matter how you want to justify it as the “overpaying victim”. My momma always told me if you can´t afford it, you don´t need it and you surely don´t need to lower yourself to steal it.

    Remind me never to invite you to my apartment, I´d have to search you before you leave to see what you stole because you were tired of overpaying for it somewhere.

  6. “subculture> #After years of over paying for that content, I have no problem with copyright infringment.#”

    Over time if nobody pays, nobody develops content. I hope you like the look of dumb home videos on YouTube as your sole source of video entertainment a decade from now.

  7. bullshit “Truth”. People made music and put on plays long before there was a way to profit off it. And people would still do it even if there was no way to profit off it, because people have to do that kind of thing. It’s part of human nature. Real artists would do it for free. People who just do it for the money don’t create art, they create garbage. And where did this notion that you should have to pay for every single thing you see and hear come from? Oh my god, I watched that TV show and I didn’t pay anybody! I feel so dirty! ZOMG I just STOLE!!!

  8. Wow. After reading some of these comments, I bet some of you guys get a DVD and don’t let any of your friends or family watch it with you or borrow it from you, because that would be stealing. It’s amazing how successful the movie/music/tv studios have been in convincing the masses that everything anyone sees should be paid for by that individual, and anything else is immoral.

  9. I’m glad to see some people get it and some don’t (that’s from my point of view mind you). I actually really like the debate and the differences of opinion.

    Truth and Stella talk about me “stealing”. Let me correct you on that point. Make no mistake, copyright infringement is not theft. It was so put by the supreme court back in 1985. Copyright infringement is copyright infringement. Wrong? Legally yes, but the theft of a physical product can never be equated to copying of material.

    When you steal a physical item, you are depriving the company of ever realizing income from that particular item. Copyright infringement does not necessarily do so. Anyone partaking in copyright infringement does not deprive said company from realizing profit from a customer who was going to buy the same product, because there is no physical limitations to such a product. So no, I don’t go into a store and steal physical items.

    Again, I don’t believe there is a debate on the legality of the situation. Just a moral debate on whether some companies deserve to be penalized for there past behavior. As long as we can keep the discussion civil, then I really do welcome opinions opposite to mine.

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