Jason Snell, writing for Six Colors:

Even if iPhones do get replaced at a much faster pace than Macs and iPads, it’s undeniable that most iPhone users don’t have a Mac. Your average Apple customer is an iPhone user.

For the last two years, the iPhone has provided more than half of Apple’s corporate revenue, and in the most recent quarter it was more than two-thirds of the revenue. Apple is rapidly becoming iPhone Inc., maker of smartphones and… various other devices.

And:

For the Apple Watch to become a hit product, it just needs to please a bunch of iPhone users. The iPhone market is large enough that the Apple Watch doesn’t need to stake out new ground for Apple, at least not yet. (I don’t think the Apple Watch will ever connect to Android devices, but it’s possible that one day the Watch might be such a device unto itself that it simply won’t care if you have a phone nearby, or what’s on it.) It’s going to be years, if ever, before the Apple Watch becomes a product that isn’t made for iPhone users.

It’s become an iPhone world, true, but it’s all about the ecosystem. Apple is too smart not to recognize that all the (profitable) elements in the ecosystem are supportive timbers that each do their part to keep the ecosystem upright and working.

But I still have to lament the lack of progress in a product like the Apple TV. This is a product that’s seen very little hardware improvement in ages, with software that’s in desperate need of a rethink. It’s been passed by in every way by its competitors.

To me, this is the center of Jason’s argument. Is Apple TV an important part of the ecosystem? It should be. The migration of eyeballs from traditional television to net-based programming is incredibly important, from a strategic standpoint. Apple ignores this part of the ecosystem at its peril.

It’s an iPhone world. For now.