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How many Android users buy Apple watches and airpods? They are primarily accessories to the iPhone, not standalone products. What limits Apple to the electroni
by mantap 7y ago
How many Android users buy Apple watches and airpods? They are primarily accessories to the iPhone, not standalone products.
What limits Apple to the electronics market? It's been clear for a long time that they need to grow outside of electronics. Apple's value is in its design and brand. They could be so much more than an electronics company, under different leadership.
- scarface74 7y agoAnd how has that worked in the past? AOL/TimeWarner General Electric/Universal/Synchrony Bank AT&T/DirecTV Google/Motorola ....
- mantap 7y agoThose are mergers and acquisitions. I said Apple needs to find new product categories outside of consumer electronics. They were going to make a car at one point but the project imploded. It's really not healthy for a company to build a whole constellation of products and services around one product only. It creates unnecessary risk because if that product ever sours, everything will fall apart.
- scarface74 7y agoAs of last quarter, only 48% of Apple’s revenue comes from iPhones. For Apple, the Mac and iPad markets are both tiny - at around 10% of their revenue - that revenue by itself would put it in the top 100 companies in the F500. None of the tech giants are well diversified - with Google being the least diversified. Facebook just buys up competitors. Amazon has retail and AWS. Microsoft has software and Cloud.