Frost & Sullivan

Chart of the day: Apple TV's market share, revisited

July 17, 2013: 1:45 PM ET

More people stream video over the Internet via Apple TV than with any other device.

395773441912

FORTUNE -- I took a crack at a pie chart like this a couple months ago with limited success, so I was pleased to see how the professional market researchers at Frost & Sullivan do it.

Like me, they left off Microsoft's (MSFT) Xbox, which has some of the same media functions but is primarily a game machine. Unlike me, they remembered to include TiVo (TiVO) and an assortment of products from Boxee, Logitech (LOGI), Liberty (LMCA) , Western Digital (WDC), Netgear (NTGR), RCA (GE) , Sony (SNE), Vizio and others.

They didn't offer any sales estimates. I did.

In any event, here's what they had to say about Apple's (AAPL) offering and its 56% share of the market:

"Apple accounts for the majority of sales by far, despite offering relatively narrow content access – this is not (yet) a market being driven by the value proposition of a streaming TV experience. AppleTV's AirPlay feature was strategically crafted to simplify the process of transferring laptop and tablet displays to a TV screen, and it is AirPlaying – not OTT streaming – that is the primary reason for purchase of AppleTV devices. Roku is the second largest vendor in this space and is driving growth through a strong lineup of content as well as through a series of agreements with Pay TV vendors such as Time Warner Cable. The long-term potential for this segment does remain uncertain. It is important to note that while current growth rates are high, the total installed base of $99 streaming boxes is quite low."

Google (GOOG), they add, "is conspicuous by its absence in this segment."

Link: The Frost & Sullivan blog report.

Current Issue
  • Give the gift of Fortune
  • Get the Fortune app
  • Subscribe
Powered by WordPress.com VIP.