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I think "reigning supreme" is about more than units … I think of "mindshare" and per-unit value. 20 years ago, if you asked people "what does a computer look l

by gffrd 5y ago

I think "reigning supreme" is about more than units … I think of "mindshare" and per-unit value. 20 years ago, if you asked people "what does a computer look like?" they thought of Windows, and they were excited about it. Today, it's Apple. It's the classic "what devices 16 year olds are asking their parents for?" survey, which hovers around like 90% pro-Apple. That's a future dollar, and one that will very likely go to Apple (unless they trip over themselves / get too high on their supply). Also! Apple undoubtedly gets the most value-per-unit … App store sales ($138/user/year! [1]), iCloud subs, branded accessories, line-extension stuff (homePod, Apple TV, etc.). So while they may not dominate in unit percentage, they probably get like 80% of the total revenue* in the space. * kneejerk based on prior revenue breakdowns + gut feeling alone [1] https://sensortower.com/blog/revenue-per-iphone-2020 https://sensortower.com/blog/revenue-per-iphone-2020

Krasnol 5y ago
> 20 years ago, if you asked people "what does a computer look like?" they thought of Windows, and they were excited about it. Today, it's Apple. Where? > App store sales ($138/user/year! [1]), iCloud subs, branded accessories, line-extension stuff Yeah...because everything there is expensive and therefore aims for the upper class (or people who want to look like it). But I'm quite sure they feel very much supreme.
EMM_386 5y ago
> It's the classic "what devices 16 year olds are asking their parents for?" survey, which hovers around like 90% pro-Apple. Are you sure about that? Windows dominates the high-end computer gaming market, which a lot of this demographic is into. That's a $40+ billion market, representing a large number of Windows users.
- gffrd 5y ago
  I was thinking mostly about phones … can't speak to gaming related things, but I suspect you're right!
hota_mazi 5y ago
> 20 years ago, if you asked people "what does a computer look like?" they thought of Windows, and they were excited about it. Today, it's Apple. Only in America. Most people in the rest of the world doesn't use Apple computers or phones. And asking your friends and family is the text book definition of selection bias, so not exactly a reliable data point...

by gffrd 5y ago

Krasnol 5y ago

> 20 years ago, if you asked people "what does a computer look like?" they thought of Windows, and they were excited about it. Today, it's Apple. Where? > App store sales ($138/user/year! [1]), iCloud subs, branded accessories, line-extension stuff Yeah...because everything there is expensive and therefore aims for the upper class (or people who want to look like it). But I'm quite sure they feel very much supreme.

EMM_386 5y ago

> It's the classic "what devices 16 year olds are asking their parents for?" survey, which hovers around like 90% pro-Apple. Are you sure about that? Windows dominates the high-end computer gaming market, which a lot of this demographic is into. That's a $40+ billion market, representing a large number of Windows users.

gffrd 5y ago
I was thinking mostly about phones … can't speak to gaming related things, but I suspect you're right!

hota_mazi 5y ago

> 20 years ago, if you asked people "what does a computer look like?" they thought of Windows, and they were excited about it. Today, it's Apple. Only in America. Most people in the rest of the world doesn't use Apple computers or phones. And asking your friends and family is the text book definition of selection bias, so not exactly a reliable data point...