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Stanley's Katy Huberty: Apple Could Easily Sell 13 Million Televisions

As some of you may know, Tim Cook shared that television was an area of "intense interest" for apple, stoking the rumor mill once more that the company will come out with a TV at some point. Morgan Stanley analyst Katy Huberty shared results from a proprietary survey that had 1,568 U.S. heads of household in the survey from September. Fortune's Philip Elmer-DeWitt shares some of the results of the survey


"11% of respondents said they would be "extremely interested" in buying an Apple-branded TV set, which translates into 13 million units in the U.S. alone. 36% said they would be "somewhat interested," which could translate into another 43 million units.
The 47% who were either "extremely" or "somewhat" interested is more than twice the 23% who said they were interested in buying an iPhone and the 21% who were interested in an iPad before either of those products were released.Respondents who owned at least one Apple device were nearly four times more interested in buying an iTV that those who did not.
46% of respondents were willing to pay over $1,000 for an iTV and 10% were willing to pay over $2,000. On average, respondents were willing to pony up $1,060, a 20% premium over the the average $884 they paid for their current TV set."

Huberty also calls out three strategies for Apple to fix television. THe company could become a "full-blown virtual cable service provider"; partner with existing pay-TV carriers and replace their set-top box with its own; or Apple could even "bundle the TV set with its existing Apple TV" box.

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