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3It’s been rumored for some time that Apple might eventually launch a TV set. This week at a J.P. Morgan analyst event, Morgan Stanley confirmed that Apple is indeed considering such a move.

“We think Apple’s interest in TV is well founded,” Morgan Stanley analyst Katy Huberty wrote in a research note. “The entry of Apple into TV would enhance their competitive position and accelerate the shift to a $10 billion industry. We expect Apple to address the major issues and lock in significant TV content partnerships with the Hollywood studios.”

Huberty, who has a buy rating on the stock, added that Apple’s non-entitlement approach could actually make it a successful business. “We think that Apple could be a disruptor of the traditional TV ecosystem by avoiding the more complex hardware, set-top box, channel carriage, VOD, pay, and billing,” she wrote. “Apple could capture a significant fraction of the subscription and advertising dollars from a growing segment of consumers.”

As Bloomberg’s Joshua Feuk points out, it’s not clear how Apple would make money from its TV business. The company plans to launch its own streaming video service in 2017, but doesn’t have an iOS TV app or extensive streaming hardware on iOS devices.

Earlier this year, Bloomberg reported that Apple was looking at licensing deals with movie studios, as it did when it acquired music-streaming service Beats. As it stands now, Apple TV only lets you stream services like Netflix, HBO and Hulu.

Apple’s rumored television set was first discussed by CNBC’s Apple analyst Sonny Dumont in May. “We do think that Apple is interested in the idea of a TV set,” Dumont said. “While there’s a number of barriers that they still have to address, we think the time is right for Apple to enter into that market.”

A recent Apple hardware survey conducted by iMore shows that customers are increasingly interested in a TV-like set. Of the 535 iPhone owners surveyed, 27 percent of them said they were “very interested” in having an Apple TV set, while 28 percent said they were

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