Analyst Scott Sutherland issued a 35-page report Wednesday, in which he said he believes the investment opportunity for connected devices is larger than most people expect. With a strong early presence in the growing smartphone and tablet markets, Apple has an advantage in the mobile market that the company could use to drive adoption of other products, like Macs, the Apple TV and new cloud-based services.
"Apple's rapid emergence and dominance in mobile has turned the industry upside down," Sutherland wrote. "The control once enjoyed by mobile operators and device manufacturers is being absorbed by Apple."
Sutherland sees Apple continuing to grow the
With the iPhone expected to arrive on the Verizon network in the U.S. in the near future, Sutherland sees the carrier selling more than 10 million of Apple's handset in 2011.
The analyst said he also believes the iPad will become a significant incremental revenue stream for Apple. He has projected sales of 14.3 million iPads in 2010 will give Apple 96 percent of the tablet market. If tablet shipments hit 45 million in 2011, he sees Apple selling 24.2 million of them, taking a 54 percent share.
"Tablet computers are coming so fast, industry estimates do not even seem to be able to keep up while Apple analysts have been trying to leapfrog one another with the most aggressive iPad estimates," he said.
Sutherland also highlighted the Apple TV as a "hobby that builds the ecosystem," calling it a business that could grow significantly in the coming years. He noted that while Apple has been successful with most media types, video has been a "weakness" for the company's iTunes service.
Information retrieved from: http://www.appleinsider.com
(C) 2011 AppleInsider Staff
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