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Total shipments of new Apple TV top 2 million, 820K sold last quarter - report

post #1 of 61
Thread Starter 
Shipments of the second-generation Apple TV continue to be strong, reaching more than 2 million estimated units since the device launched late last year, according to a new report.

Analyst Ming-Chi Kuo of Concord Securities revealed the results of his survey of Apple suppliers on Tuesday. The numbers show that sales of the Apple TV have held relatively steady since the device first went on sale last October.

Sales of the streaming-centric iOS-powered Apple TV topped 1 million just before Christmas of last year, and within three months of its launch. That pace showed strong sales had continued after a breakout start of 250,000 units in its first six weeks.

Apple has famously referred to its set top box product as a "hobby," but with AirPlay instant wireless streaming of audio and video from iOS devices now available for third-party applications, the Apple TV could become a more integral part of the Apple ecosystem. And while the Apple TV remains a "hobby," steady shipments of the $99 device have bolstered its status.

Kuo estimates that Apple sold 820,000 units of the Apple TV in its second quarter of fiscal 2011, which ran from January through March. Apple will announce its quarterly earnings after the market closes on Wednesday, though the company frequently does not mention the Apple TV, focusing instead on more popular products like the iPhone and iPad.

As the new second-generation Apple TV gains a foothold in the market, Apple is rumored to be exploring other options to bring AirPlay to the masses. In March, Bloomberg reported that Apple is considering a plan to license AirPlay to third-party HDTV makers, allowing users to stream video directly from an iPhone or iPad to their TV set without the need for an Apple TV set top box.

There are also persistent rumors that Apple is developing its own full-fledged television set. One analyst said earlier this month that there are signs that Apple could release an Internet-connected television by the end of this year.
post #2 of 61
Wonder how that compares to Google TV... Not that I really care

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post #3 of 61
This would be a major development.
post #4 of 61
Compared to the rest of their devices it’s surely a “hobby” with only $81,180,000 in revenue for the quarter… but that’s some hobby.

I just hope they get an SDK and App Store for AppleTV this year to really make it a solid product that helps unify their ecosystem even more. Also, a new AppleTV with the A5 and more NAND for apps, and some useful ways to interact with the device for games.

Still not buying the whole AppleTV HDTV rumour. I want to buy it but there is nothing compelling about it that makes it sound reasonable from a business perspective.


PS: I wonder if Apple will include AppleTVs in it’s tally of devices running iOS. Technically it does but I wouldn’t consider it the same platform the way I would all iOS-based iDevices.
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post #5 of 61
Quote:
Originally Posted by solipsism View Post

Compared to the rest of their devices it’s surely a “hobby” with only $81,180,000 in revenue for the quarter… but that’s some hobby.

I just hope they get an SDK and App Store for AppleTV this year to really make it a solid product that helps unify their ecosystem even more. Also, a new AppleTV with the A5 and more NAND for apps, and some useful ways to interact with the device for games.


PS: I wonder if Apple will include AppleTVs in it’s tally of devices running iOS. Technically it does but I wouldn’t consider it the same platform the way I would all iOS-based iDevices.

Hmm! I really envy S.J. He calls something a hobby and sells 2M in just one quartal. I should find myself a hobby too!
post #6 of 61
Surprised so many of these are selling. It really isn't a product worthy of homes when there are devices that do so much more available.

It would be cool to have an Apple TV, but I can't justify it when my PS3 does everything it does and so, so much more:
  • Blu Ray
  • DVD
  • Games
  • BBC iPlayer
  • ITV Player
  • Hulu
  • LoveFilm
  • Live TV (with recording to HDD, pause and rewind)
  • Free music videos (how much does Apple charge?!)
  • 4OD
  • Web Browsing (with Flash)

Granted, PS3 is more expensive but it's less than £100 more expensive and I'd say that additional functionality warrants the price.
post #7 of 61
Quote:
Originally Posted by Suddenly Newton View Post

Wonder how that compares to Google TV... Not that I really care

compared to google tv, this is about 2 million more.
post #8 of 61
This thing is making a killing with MLB and NBA fans, let me tell you. The addition of MLB.tv for me and my baseball fanatics persuaded all of us to get one. The quality is excellent, too; 95% as good as the U-Verse picture. If they can get Center Ice and Sunday Ticket on this, it'll do even better.
post #9 of 61
Quote:
Originally Posted by neiltc13 View Post

Surprised so many of these are selling. It really isn't a product worthy of homes when there are devices that do so much more available.

It would be cool to have an Apple TV, but I can't justify it when my PS3 does everything it does and so, so much more:
  • Blu Ray
  • DVD
  • Games
  • BBC iPlayer
  • ITV Player
  • Hulu
  • LoveFilm
  • Live TV (with recording to HDD, pause and rewind)
  • Free music videos (how much does Apple charge?!)
  • 4OD
  • Web Browsing (with Flash)

Granted, PS3 is more expensive but it's less than £100 more expensive and I'd say that additional functionality warrants the price.

Apple TV is $99, PS3 basic is $299 in US. ITunes, Netflix, Airplay, strong integration to your home PCs for a total impulse price. PS3 is nice but 3x the price and nowhere near an impulse buy.
When they open up an App store for it, it will become much more useful (and all the UK VoD services will probably magically appear).
post #10 of 61
This is no longer a "hobby" but rather a potential success.
I still remember when they were selling less Mac's than that.
post #11 of 61
edit: Pipped by Capnbob.
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post #12 of 61
Quote:
Originally Posted by neiltc13 View Post

Surprised so many of these are selling. It really isn't a product worthy of homes when there are devices that do so much more available.

It would be cool to have an Apple TV, but I can't justify it when my PS3 does everything it does and so, so much more:
  • Blu Ray
  • DVD
  • Games
  • BBC iPlayer
  • ITV Player
  • Hulu
  • LoveFilm
  • Live TV (with recording to HDD, pause and rewind)
  • Free music videos (how much does Apple charge?!)
  • 4OD
  • Web Browsing (with Flash)

Granted, PS3 is more expensive but it's less than £100 more expensive and I'd say that additional functionality warrants the price.

AirPlay. and it's 3x cheaper, much smaller, quieter, better looking, and easier to use.
post #13 of 61
Quote:
Originally Posted by Capnbob View Post

Apple TV is $99, PS3 basic is $299 in US. ITunes, Netflix, Airplay, strong integration to your home PCs for a total impulse price. PS3 is nice but 3x the price and nowhere near an impulse buy.
When they open up an App store for it, it will become much more useful (and all the UK VoD services will probably magically appear).

In the UK Apple TV is £101 while a new PS3 can be had for around £180. Plus, there isn't really much content available on Apple TV and what is there seems to be very expensive.
post #14 of 61
Quote:
Originally Posted by neiltc13 View Post

In the UK Apple TV is £101 while a new PS3 can be had for around £180. Plus, there isn't really much content available on Apple TV and what is there seems to be very expensive.

1) For your purchasing choice using UK prices makes sense, but from Apples selling position using their primary populace makes sense. In the US the PS3 goes for about 3x the price of the AppleTV.

2) There is plenty of content for the AppleTV. Netflix (which I believe I read had a huge surge in subscribers when the AppleTV came out), iTS, YouTube, PodCasts, and anything you can add to iTunes from various sources, and any app that has access to AirPlay. That last one is key. I bet people use their iDevices in their living room than they use PS3.
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post #15 of 61
Quote:
Originally Posted by A_K View Post

This is no longer a "hobby" but rather a potential success.
I still remember when they were selling less Mac's than that.

How old are you?
post #16 of 61
Quote:
Originally Posted by neiltc13 View Post

In the UK Apple TV is £101 while a new PS3 can be had for around £180. Plus, there isn't really much content available on Apple TV and what is there seems to be very expensive.

Without AirPlay, I would not be interested in a PS3 if they gave it away.
post #17 of 61
2MM shipped? Or sold to consumers?
post #18 of 61
So basically what we're saying is Microsoft still sell a lot more xboxs which also has the same functionality.
post #19 of 61
Quote:
Originally Posted by AdonisSMU View Post

How old are you?

I think the last time Apple sold under 820k Macs was in the first calendar quarter of 2004. So if were talking about memory he could be as young as about 10yo if he was exceptional observant when it came to technology sales but I have a feeling you were leaning to the other end of the spectrum.
http://www.apple.com/pr/library/2004/apr/14results.html
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post #20 of 61
The reality is if you jailbreak this device you end up with a nice little embedded computer. A computer by the way that has as much capability as one sold 5 years ago for thousands. All in a package that draws a few watts.

In this regards AppleTV's only shortcoming is in the lack of I/O. However there are plenty of uses for a machine of this size and nature that don't require gobs of I/O. Put Python on this platform and the number of apps would sky rocket.
post #21 of 61
What the Apple TV does very well is interface with other iOS devices. It is cool to be surfing the internet on an iPad or iPhone, find a video I want to watch, and send that to the TV. The Apple TV also has a very user friendly interface, an area Sony is improving but still needs some work on.

For what is it worth, I don't have an Apple TV, but my brother who was staying with me has one. Like you, I couldn't justify the $99 for the Apple TV when I already own an X-Box 360 that plays my Netflix and does many of the other things you mentioned as well (the Microsoft Kinnect with the Netflix app is pretty cool). What would change my mind is if Apple opened the Apple TV up to developers so I could get more applications on it.

PS:

Flash on the PS3 is a draw back in my view. :O)

Quote:
Originally Posted by neiltc13 View Post

Surprised so many of these are selling. It really isn't a product worthy of homes when there are devices that do so much more available.

It would be cool to have an Apple TV, but I can't justify it when my PS3 does everything it does and so, so much more:
  • Blu Ray
  • DVD
  • Games
  • BBC iPlayer
  • ITV Player
  • Hulu
  • LoveFilm
  • Live TV (with recording to HDD, pause and rewind)
  • Free music videos (how much does Apple charge?!)
  • 4OD
  • Web Browsing (with Flash)

Granted, PS3 is more expensive but it's less than £100 more expensive and I'd say that additional functionality warrants the price.
post #22 of 61
I just love mine, and for $99 how could I go wrong?
post #23 of 61
If you have an X-Box, like I do, you may not need an Apple TV. However, the Apple TV interfaces with other iOS devices much nicer.

For instance, I can get photos and movies from my Mac using my X-Box, however, I have to buy a third party application, and the interface is messy in comparison to an Apple TV. The X-Box also doesn't interface with the iPhone and iPad.

Also, unlike Sony and Apple, Microsoft charges users to use Netflix on the X-Box (you have to be a Gold Member, which costs). That is majorly lame considering Netflix on the X-Box costs Microsoft nothing and makes the device more valuable. Apple and Sony have it right there.


Quote:
Originally Posted by timgriff84 View Post

So basically what we're saying is Microsoft still sell a lot more xboxs which also has the same functionality.
post #24 of 61
Must - find - new - hobby ....

post #25 of 61
ATV is so inexpensive @ $100 that it is easy to justify buying even with its limited - but nice - current capabilities. and AirPlay has a huge potential for expansion.

i don't see Apple making its own brand of HDTV's. instead, apps will = channels. the MLB and NBA apps on iPad and ATV already show how this will work - streaming video, both live and on demand, like a normal CATV channel and also adding a lot more services to that. you can subscribe to just the ones you want, instead of paying a lot more for a CATV bundle, most of which you never watch. every content generator now offering CATV channels could take the same approach, if Apple allows them onto ATV. even local channels. if we see a Hulu ATV app added soon, that will be the big tipoff this is the plan.

to further that, Apple could also cut deals with select OEM's to build ATV into their HDTV's. Vizio would be a good choice, but not direct competitors like Sony and Samsung.

and if OS X Lion adds the ability to run iOS apps on your Mac computer, this would immediately turn your iMac or MacBook into a kind of Apple television too.

it's all about a seamless app-based Apple ecosystem that makes CATV and DVR's completely unnecessary.
post #26 of 61
Quote:
Originally Posted by neiltc13 View Post

In the UK Apple TV is £101 while a new PS3 can be had for around £180. Plus, there isn't really much content available on Apple TV and what is there seems to be very expensive.

Pff. Many other countries, like mine (Belgium) don't even have an Apple TV available on the local Apple Store. Not to mention the total unavailbility of video content or shows (much of which is produced in the US, so author's rights could be paid using the same mechanism and any agreements that Apple already has in the US)

In most countries, the Apple TV isn't even a hobby, it is vacuous undertaking.
post #27 of 61
Quote:
Originally Posted by neiltc13 View Post

Surprised so many of these are selling. It really isn't a product worthy of homes when there are devices that do so much more available.

It would be cool to have an Apple TV, but I can't justify it when my PS3 does everything it does and so, so much more:
  • Blu Ray
  • DVD
  • Games
  • BBC iPlayer
  • ITV Player
  • Hulu
  • LoveFilm
  • Live TV (with recording to HDD, pause and rewind)
  • Free music videos (how much does Apple charge?!)
  • 4OD
  • Web Browsing (with Flash)

Granted, PS3 is more expensive but it's less than £100 more expensive and I'd say that additional functionality warrants the price.

I have a PS3 and an Apple TV2 hooked up to the same TV.

The PS3 is used only for games and the occasional Blu-Ray. The rest of the time it's the ATV.

* Netflix interface is better. It crashed on the PS3.
* Pictures(25,000+) and movies are streamed from iPhoto
* AirPlay from iTunes (250GB of media - not including movies) - This is also a benefit in streaming to the iPad
* Youtube (although I prefer to AirPlay YouTube from the iPad)

* Streaming media from our iPad.

In our case, the ATV2 is a great complement to the PS3. Though, if I could only have 1 device between the two, I'd choose the ATV2.

That said, there are a few things I'd like to see the ATV have:

* stream Safari from the iPad
* more apps that stream Audio and Video to the ATV (ex. CinexPlayer)
* apps running on the ATV

Maybe the LG Smart TV Upgrader will make Apple move quicker on getting apps on the ATV.
post #28 of 61
I think its probably agreed by whoever uses a streaming service, whether on their PS3, XBOX or Apple TV, that its impossible to go back to standard broadcast. Given apple's well executed products I would imagine a full blown TV (display) would be an easy sell to both tech enthusiasts and the masses.
post #29 of 61
Quote:
Originally Posted by solipsism View Post

edit: Pipped by Capnbob.

LMAO!

Whole lotta pipping goin' on...

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Why does Apple bashing and trolling make people feel so good?

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post #30 of 61
It was an impulse buy. At $100, very little guilt.

I was amazed at how easily it hooked up to the TV and my home network. I'm also amazed at the quality transmitted through the internet and home wifi. Much better than I expected. My guess is that we'll be using it for about half of our TV viewing. We're exploring podcasts, especially videocasts. I'd love to get rid of our Comcast cable-TV contract. A real money-saver if that's possible.
post #31 of 61
Quote:
Originally Posted by massconn72 View Post

I just love mine, and for $99 how could I go wrong?

Agreed, at that price I can see a couple more coming home with me There are some things missing though. I'd like to access my itunes library (NAS) or other video library directly rather than through an itunes server. There are work arounds but I suppose I'm like the 99% of the other buyers and just want something that I plug it and it works.
post #32 of 61
Guys...if you have a mac, a large flat screen HDTV and a lot of photos...believe me the streaming/slide show with some internet jazz playing in the background is worth the price of admission.

I don't even edit photos anymore...I just delete the bad ones and put all the rest of them over to AppleTV. When I invite friends or family over for dinner they just love to see photos of themselves.

It's so elegant. Typical Apple!

Don't get me wrong, I don't invite them over to watch a boring old slide show like years gone by. I just have it on sort of in the background and it's like a fireplace or aquarium.

I put it on in the evenings and my GF loves it. We view our photos more this way than if they were on the computer or certainly in an album or shoebox!

I mean it guys, your GF's, wives (or both) will think you are a genius.

I have not shown it to anyone that has not been extremely impressed by it!

Best

PS. I know TV speakers aren't the best...but they are ok for ambient music...with AppleTV, I got rid of all my stereo equipment and speakers. No wires, power bricks. This and in the car or running is the only way I listen to music anymore.
post #33 of 61
Quote:
Originally Posted by neiltc13 View Post

Surprised so many of these are selling. It really isn't a product worthy of homes when there are devices that do so much more available.

It would be cool to have an Apple TV, but I can't justify it when my PS3 does everything it does and so, so much more:
  • Blu Ray
  • DVD
  • Games
  • BBC iPlayer
  • ITV Player
  • Hulu
  • LoveFilm
  • Live TV (with recording to HDD, pause and rewind)
  • Free music videos (how much does Apple charge?!)
  • 4OD
  • Web Browsing (with Flash)

Granted, PS3 is more expensive but it's less than £100 more expensive and I'd say that additional functionality warrants the price.

Saying the PS3 does Web-browsing is like saying Yogurt cartons and a piece of string do phone calls. I own both Apple TV and PS3. The best feature the PS3 has for me is USB. I have a 64GB USB stick with lots of stuff on it and it's plug and play. Medialink is nice to have too. 320 Gig HD is nice also.

The Apple TV is great for AirPlay, but sadly I have to switch inputs for that and it sometimes feels like a chore. YouTube App is 1,000,000 times better on Apple TV than YouTube on PS3. One surprising feature on Apple TV that works well is renting movies. I literally bought the Apple TV for AirPlay, but have rented a few movies and found the experience pretty decent, and the video quality good.

People don't want to web-browse on their TV. Geeks don't seem to understand this.

I can see this Apple television (aka iTV) in my mind. In my living room on a small table. Makes sense, yes. No HDMI ports? That's right, none. Optical audio port, Ethernet port (mini USB for support). Wi-Fi. Apps. Apple ID. Eyes are watering now. I want to believe. I do believe. iTunes TV, remains to be seem if they'll get that subscription deal ironed out. Final piece of the puzzle.
Citing unnamed sources with limited but direct knowledge of a rumoured device - Comedy Insider (Feb 2014)
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Citing unnamed sources with limited but direct knowledge of a rumoured device - Comedy Insider (Feb 2014)
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post #34 of 61
Quote:
Originally Posted by neiltc13 View Post

Surprised so many of these are selling. It really isn't a product worthy of homes when there are devices that do so much more available.

It would be cool to have an Apple TV, but I can't justify it when my PS3 does everything it does and so, so much more:
  • Blu Ray
  • DVD
  • Games
  • BBC iPlayer
  • ITV Player
  • Hulu
  • LoveFilm
  • Live TV (with recording to HDD, pause and rewind)
  • Free music videos (how much does Apple charge?!)
  • 4OD
  • Web Browsing (with Flash)

Granted, PS3 is more expensive but it's less than £100 more expensive and I'd say that additional functionality warrants the price.

The PS3 is a MUCH better value for money than the Apple TV. However, its not a perfect substitute for it. The low price point (at least for people with disposable incomes) means that people are very willing to spend the sum to achieve that functionality.

Currently, the Apple TV does not offer much for people outside the US, unless you have a large iTunes based library. However, in the US, its a tiny thing which does not clutter your entertainment center, and provides you with a large amount of easily accessible content (MLB, NBA, Netflix, iTunes) at a very low price.

I wouldn't be surprised if there were many who purchased an Apple TV but also have a PS3, or an XBox 360.
post #35 of 61
Add an A5, app store access, and a sensible way to play games, and I'll buy one.
post #36 of 61
Quote:
Originally Posted by drobforever View Post

2MM shipped? Or sold to consumers?

Sell in was quite smooth
Citing unnamed sources with limited but direct knowledge of a rumoured device - Comedy Insider (Feb 2014)
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Citing unnamed sources with limited but direct knowledge of a rumoured device - Comedy Insider (Feb 2014)
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post #37 of 61
Quote:
Originally Posted by Ireland View Post

People don't want to web-browse on their TV. Geeks don't seem to understand this.

.

If I can find other video content by browsing then this non-geek does want a browser.
post #38 of 61
Apple TV 2 is not as good as the original Apple TV. Sure it has Netflix, MLB and NBA. My xBox 360 plays all Netflix content --the Apple TV 2 doesn't.
post #39 of 61
The killer app for Apple TV is AirPlay.

But, Apple crippled it by forcing the content provider to explicitly allow videos to play through AirPlay.

If Apple changes AirPlay to be able to send any video unless explicitly disallowed by the content provider, I would use my Apple TV much more (especially in combination of browsing the web with my iPad 2 and playing any videos on my TV).
post #40 of 61
Airvideo app let you airplay any video format to the Apple TV
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