
Basically, the third generation of the Apple TV is expected to have DVR capabilities, so for only a small difference in manufacturing price, Apple's niche media hub business may turn into a solid source of revenue, some say it may worth even a few billion dollars annually!
American Technology Research analyst Shaw Wu said the DVR features that may arrive in the next generation of the Apple TV can help moving from just a "hobby" to serious business:"We estimate AppleTV to be a very minor contributor today at ~0.3-0.4 percent of revenue or $100-125 million annually. We believe adding the ability to watch and record live TV could turn this into a billion dollar, if not multi-billion dollar business."
Since these are only rumors based on a patent filling, there's still a pretty long road to the DVR-enabled Apple TV, but I think this must happen by the end of the year. If you have a different opinion, please feel free to share it with the rest of us, don't be shy!