After Apple tipped its hand on Tuesday and revealed it will unveil its new iCloud service next week, Wall Street analysts believe the company has set the stage for a strong software-focused Worldwide Developers Conference keynote.
RBC: iCloud and iOS 5 will expand iPhone, iPad markets
Mike Abramsky with RBC Capital Markets sees Apple's upcoming iCloud service as more than just a digital "locker" service that will store users' file. To that effect, he sees iCloud allowing Apple to target iPhones at 5.1 billion handset users worldwide, compared to 1.3 billion PC users.
iCloud could be an important step for Apple, making it so users are not required to have a Mac or PC to sync their device, or store music and movies. He imagines a new version of iOS where users no longer need to tether to a machine to upgrade their software, making the addressable market much larger.
Abramsky also said that iCloud could allow Apple to exploit what he sees are three competitive advantages: licensing and digital rights management, consumer friendliness, and a massive existing install base of more than 200 million iOS devices, plus iTunes users.
"Apple's licensing relationships and 'controlled' platform may appeal to studios/publishers seeking to minimize piracy, while protecting their economics in a hosted model," Abramsky wrote in a note to investors on Wednesday. "iCloud may also be differentiated via Apple's trademark user experience for convenience, simplicity, and discoverability. iCloud APIs may in time extend to developers."
RBC: iCloud and iOS 5 will expand iPhone, iPad markets
Mike Abramsky with RBC Capital Markets sees Apple's upcoming iCloud service as more than just a digital "locker" service that will store users' file. To that effect, he sees iCloud allowing Apple to target iPhones at 5.1 billion handset users worldwide, compared to 1.3 billion PC users.
iCloud could be an important step for Apple, making it so users are not required to have a Mac or PC to sync their device, or store music and movies. He imagines a new version of iOS where users no longer need to tether to a machine to upgrade their software, making the addressable market much larger.
Abramsky also said that iCloud could allow Apple to exploit what he sees are three competitive advantages: licensing and digital rights management, consumer friendliness, and a massive existing install base of more than 200 million iOS devices, plus iTunes users.
"Apple's licensing relationships and 'controlled' platform may appeal to studios/publishers seeking to minimize piracy, while protecting their economics in a hosted model," Abramsky wrote in a note to investors on Wednesday. "iCloud may also be differentiated via Apple's trademark user experience for convenience, simplicity, and discoverability. iCloud APIs may in time extend to developers."
0 comments:
Post a Comment