Apple Confidential Information is defined to include, in addition to pre-release software, "pre-release hardware," "[pre-release] related documentation and materials," and "any information disclosed by Apple to you in connection with Apple Events or Paid Content (defined below)." Paid Content is "certain proprietary content (including, without limitation, video presentations and audio recordings) that Apple may make available to you from time to time for a separate fee." Apple Events are defined to include "certain Apple developer conferences, technical talks, and other events (including online or electronic broadcasts of such events)."
Also, Apple may "modify this Agreement, including any rules and policies at any time. You will be responsible for reviewing and becoming familiar with any such modification."
Relevant clauses below. I've highlighted the above quoted bit in context. Full PDF at https://developer.apple.com/programs/terms/registered_apple_...
If you're fine abiding these terms, by all means use this installer. I'm not saying this is evil or even neccesarily onerous. I Am Not A Lawyer. What I am saying is that this is a new layer of legal agreements which can be bypassed via the DVD install. So there is some degree of tradeoff.
(Update: Added modification clause quote, URL to full agreement.)
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4. Confidentiality. You agree that any Apple pre-release software and/or hardware (including related documentation and materials) provided to you as a Registered Apple Developer ("Pre-Release Materials") and any information disclosed by Apple to you in connection with Apple Events or Paid Content (defined below) will be considered and referred to as "Apple Confidential Information". Notwithstanding the foregoing, Apple Confidential Information will not include: (i) information that is generally and legitimately available to the public through no fault or breach of yours, (ii) information that is generally made available to the public by Apple, (iii) information that is independently developed by you without the use of any Apple Confidential Information, (iv) information that was rightfully obtained from a third party who had the right to transfer or disclose it to you without limitation, or (v) any third party software and/or documentation provided to you by Apple and accompanied by licensing terms that do not impose confidentiality obligations on the use or disclosure of such software and/or documentation.
5. Nondisclosure and Nonuse of Apple Confidential Information.
[PREVIOUSLY QUOTED BIT]
--------->Unless otherwise expressly agreed or permitted in writing by Apple, you agree not to disclose, publish, or disseminate any Apple Confidential Information to anyone other than to other Registered Apple Developers who are employees and contractors working for the same entity as you and then only to the extent that Apple does not otherwise prohibit such disclosure. Except for your authorized purposes as a Registered Apple Developer or as otherwise expressly agreed or permitted by Apple in writing, you agree not to use Apple Confidential Information in any way, including, without limitation, for your own or any third party's benefit without the prior written approval of an authorized representative of Apple in each instance. You further agree to take reasonable precautions to prevent any unauthorized use, disclosure, publication, or dissemination of Apple Confidential Information. You acknowledge that unauthorized disclosure or use of Apple Confidential Information could cause irreparable harm and significant injury to Apple that may be difficult to ascertain. Accordingly, you agree that Apple will have the right to seek immediate injunctive relief to enforce your obligations under this Agreement in addition to any other rights and remedies it may have. If you are required by law, regulation or pursuant to the valid binding order of a court of competent jurisdiction to disclose Apple Confidential Information, you may make such disclosure, but only if you have notified Apple before making such disclosure and have used commercially reasonable efforts to limit the disclosure and to seek confidential, protective treatment of such information. A disclosure pursuant to the previous sentence will not relieve you of your obligations to hold such information as Apple Confidential Information.
6. Confidential Pre-Release Materials License and Restrictions. If Apple provides you with Pre-Release Materials, then subject to your compliance with the terms and conditions of this Agreement, Apple hereby grants you a nonexclusive, nontransferable, right and license to use the Pre-Release Materials only for the limited purposes set forth in this Section 6; provided however that if such Pre-Release Materials are accompanied by a separate license agreement, you agree that the license agreement accompanying such materials in addition to Sections 4 and 5 of this Agreement shall govern your use of the Pre-Release Materials. You further agree that in the event of any inconsistency between Section 4 and 5 of this Agreement and the confidentiality restrictions in the license agreement, the license agreement shall govern. You agree not to use the Pre-Release Materials for any purpose other than testing and/or development by you of a product designed to operate in combination with the same operating system for which the Pre-Release Materials are designed. This Agreement does not grant you any right or license to incorporate or make use of any Apple intellectual property (including for example and without limitation, trade secrets, patents, copyrights, trademarks and industrial designs) in any product. Except as expressly set forth herein, no other rights or licenses are granted or to be implied under any Apple intellectual property. You agree not to decompile, reverse engineer, disassemble, or otherwise reduce the Pre-Release Materials to a human-perceivable form, and you will not modify, network, rent, lease, transmit, sell, or loan the Pre-Release Materials in whole or in part.
It does not cover xcode, no matter what where the installation comes from or the GCC bundle. That is release software, and is not defined in the context of the confidential information.
There is no reference anywhere to being restricted to iOS or iPhone/iPad, including in the paid content section.
But if you're a lawyer (?) and certain of this point, I'd be relieved to take your advice, as I've purposely avoided registering as an Apple dev :)
Here is the agreement (PDF) https://developer.apple.com/programs/terms/registered_apple_...
(Updates: Link to agreement, quote from agreement.)