I think Apple needs to find itself in a broker position, i.e. a 1:M relationship with console makers. Apple should provide a PaaS or IaaS like Amazon EC2…
For instance, if you’re a realtor, you sell 1:1 … you’re 1 realtor selling to 1 client at a time (yes, I know it can technically be 1:M, but I’m talking within a scalability context)…but if you’re a BROKER, you collect commission fees from EACH realtor, each of whom sells to many clients…that’s one way to exponentially scale up your revenue.
Apple’s strength right now is in large part due to its ecosystem, and that requires an amazing infrastructure for content delivery, which it has (225 million credit cards locked into iTunes, for instance).
Apple should be leasing its idle capacity to companies like Sony, so it can ride another company’s existing market penetration by simply being a key vendor in a space that others can’t compete in.
And with the rollout of each key service/platform, Apple could incrementally set itself up to offer a service that integrates all of those services/platforms. Because each would be existing and hopefully mature, bringing them all together down the line would be an easier sell to the consumer and major businesses.
Example:
iTunes = credit card accounts
iPhones = mobile, way to pay for things
iPhone market penetration + strength of Apple brand = convince carriers of a mobile payment system that piggy backs the carriers
Carriers more likely to accept because Apple has proven it’s market position in each sphere.
Being able to see that point far down the line is what makes someone visionary…