Blackfriars shares a jaw-dropping graph of Apple’s (AAPL) iPod/iTunes growth. The only platform that draws comparison is Microsoft Windows, which is now the ubiquitous enterprise computing platform. Charts like the one below are strong evidence Apple is on it’s way to be the ubiquitous consumer media platform.
The statistical beauty of a log chart is in full effect here. Notice how the adoption rate (slope of line) for new media formats such as TV and Movies follow the same trendline as songs. This is clear, numerical evidence of the platform power of iTunes. The most interesting thing about the Apple TV is how it leverages this platform out of your pocket and into your living room. The guts of the Apple TV clearly show Apple has plans for this hardware beyond being simple a music/video player. (See Apple iTV – Intel and NVidia Inside)
iPod growth will slow, but should be replaced by growth in Apple TV and even iPhone. All three of these products leverage the iTunes platform, and should count in the above graph as ‘iPods’.
It will be very interesting to see this graph in 5 years with the Apple TV included. If the above trends continue, Apple will have pole position in the living room sealed up. The Xbox, Sony Playstation, and even the Nintendo Wii are running out of time.
But really – forget the above companies – it’s the Cable and Telco video guys who should be really scared.
Great graph, Carl Howe. Thanks for sharing.
Author owns shares in Microsoft. Author is also uncomfortable being the 10,000th+ person to opine on Apple but the data was too good not to share.