Apple's new TOS forbids Flash Ads Too?
* Developer Hardware sales - ~$50M - $500M - basically to enforce developers buy apple hardware and software.
* iTunes sales $4B+
* iApps sales $1B+ - to ensure the best apps are written for the Apple iStore, at this point Apple might be able to expand revenue by a few X.
* projected mobile iAds Sales ??? - I think this is the largest market potential for Apple, on the order of Tens of Billions of Dollars.
I would suspect that the iAds market for Apple is greater than $1B and could be much higher if they corner the mobile ads market and branch out like Google did on the web. Google makes $20B+ a year on the web on ads, and by restricting these developers to these programing languages, Apple could be making it really difficult for companies like Adbrite and Google to sell advertising into the mobile market place. This could give Apple time to secure a lead in the mobile space and then branch out from their.
From what I have seen, the expectation is that the Mobile Marketplace is larger than that of the Web.