• 蒙斯特还认为，iWatch将于2014年面世。这并不因为他从亚洲的供应商那里得到了信号，而是因为这符合蒂姆•库克对新产品的阐述和他对手表的“强烈兴趣”。蒙斯特说，在像FuelBand这种地方的员工“不会无缘无故跳槽到苹果，除非是苹果在打手表的主意。”。

    • 引人注目的是，在第二个演示视频中，13位受访者里只有1位表示有兴趣购买苹果手表。在另外一个范围更广泛的调查中，12%的iPhone用户表示他们或许会购买iWatch；而在安卓用户中，这个比例降到了6%。蒙斯特预计，如果苹果能卖出500万到1000万块手表，它的年收入则可以增加1%到2%。

    • 蒙斯特还认为，TouchID最后会应用到Passbook上。后者是苹果创造数字钱包的一次摸索。他说：“钱包会变的。不是说你可以比掏出手机更快地掏出信用卡。而是关系到用户可以免于排队，关系到忠诚度计划，关系到收据管理。苹果需要实现这一点。”

    • 不过2012年发布的Passbook离这个目标还差得很远。它里面只包含37个应用。蒙斯特说：“太寒碜了。如果有人能在会后拉住我，给我讲讲他究竟喜欢Passbook的什么地方，我一定会洗耳恭听。因为我一直在努力搞明白这是个什么应用。”

    • 假如苹果可以把数字钱包业务的规模做到贝宝（Paypal）那样，每年获得90亿美元的收入，公司的营收就会提升4.5%。

    • 视频中，蒙斯特在路上问人们，希望苹果接下来推出什么产品时，其中的一个回答是家庭自动化。可能的组件包括智能电视、智能家电和智能温控装置——比如前苹果高级副总裁托尼•法德尔发明的Nest恒温器。这是一个很大的市场。美国有1.32亿家庭，如果苹果能让其中的20%每年花上500美元，苹果的账目上就能增加130亿美元收入。蒙斯特说：“这是一个规模可观的市场。”不出意外，他认为iTV将是苹果智能家居的核心部件。（财富中文网）

    译者：严匡正     

    • He also believes an iWatch is coming in 2014, not because he's picking up signals from Asian supplier, but because it fits with what Tim Cook has said about new product categories and his "intense interest" in the watch. Recent hires from places like FuelBand "wouldn't be coming to Apple if there weren't something going on with a watch," Munster says.

    • Tellingly, of 13 consumers interviewed in a second video, only one said he'd be interested in buying a watch from Apple. In a broader survey, 12% of iPhone owners said they might buy an iWatch, a number that fell to 6% when Android users were included. Munster estimates that if Apple were to sell 5 to 10 million units, that would add 1% to 2% to Apple's annual revenues.

    • Munster also believes TouchID will eventually be exported to Passbook, Apple's fumbling attempt to create a digital wallet. "The wallet is going to change," he said. "It's not about getting your credit card out faster than your phone. It's about not waiting in line. It's about loyalty programs. It's about receipt management. Apple needs to be there."

    • But Passbook -- which launched in 2012 -- has not taken off. It only has 37 applications in it, "Which is pathetic," says Munster. "If anyone can grab me afterward and explain what they love about their Passbook app, I would love to hear it because I'm struggling to find out what that is."

    • Assuming Apple can grow a digital wallet business as big as PayPal's, about $9 billion a year, that would add about 4.5% to Apple's revenues.

    • When Munster asked his people on the street what they'd like Apple to do next, one of the themes that came up was home automation. Possible applications include smart TVs, smart appliances and smart thermostats -- like ex-Apple SVP Tony Fadell's Nest product. It's a big market. There are 132 million homes in the U.S. If Apple could get 20% of homeowners to spend $500 a year, that would add $13 billion to Apple's top line. "That's a decent size market," says Munster, who, not surprisingly, sees iTV as the center of the Apple smart home.