4 ms·

iPhone 13 is not going to sell well. And while I believe they will sell a good amount of laptops this holiday season, they are relatively low margin products an

by lvl100 5y ago

iPhone 13 is not going to sell well. And while I believe they will sell a good amount of laptops this holiday season, they are relatively low margin products and do not represent cross selling opportunities as you do with phones. This is to say, Apple “needs” a new major product. Car is a moonshot but I personally think they can easily tackle the gaming space. They have all the right pieces to create $500B market cap.

microtherion 5y ago
> they can easily tackle the gaming space. They have all the right pieces to create $500B market cap Sony had their best year ever for Playstation sales in 2020, which translated to $20B of revenue.
dano 5y ago
Is that 500B in annual revenue maybe? Apples current market cap is $2.5T.
0x00000000 5y ago
A VR/AR play seems inevitable too
- ghaff 5y ago
  At some point, probably. Very unclear when and what it looks like at this point. Aside from niche commercial use cases, I certainly haven't seen anything that especially interests me.
- Gigachad 5y ago
  For some reason Apple seems to pay no attention to anything other than casual games. They completely crippled the mac gaming scene which was doing OK when they killed 32bit and never implemented vulkan support. IMO they can't embrace VR without going back and helping the game developer scene in getting the tooling they need to make mac support easy.
windowsrookie 5y ago
The iPhone 13 has a ~3 week shipping estimate right now. So it seems to be selling just fine. Maybe that's due to the chip shortage, but regardless, they are selling as many as they can make right now.
greedo 5y ago
Where are you finding that laptops are a low margin product for Apple. Apple tends to shoot for 36% margin. It's not like the Mac segment is a small portion of sales and profits for Apple.
dev_tty01 5y ago
Why do you think laptops are low margin? The margins have always been good and since they switched to Apple Silicon, their margins can only have improved.

by lvl100 5y ago

microtherion 5y ago

> they can easily tackle the gaming space. They have all the right pieces to create $500B market cap Sony had their best year ever for Playstation sales in 2020, which translated to $20B of revenue.

dano 5y ago

Is that 500B in annual revenue maybe? Apples current market cap is $2.5T.

0x00000000 5y ago

A VR/AR play seems inevitable too

ghaff 5y ago
At some point, probably. Very unclear when and what it looks like at this point. Aside from niche commercial use cases, I certainly haven't seen anything that especially interests me.
Gigachad 5y ago
For some reason Apple seems to pay no attention to anything other than casual games. They completely crippled the mac gaming scene which was doing OK when they killed 32bit and never implemented vulkan support. IMO they can't embrace VR without going back and helping the game developer scene in getting the tooling they need to make mac support easy.

windowsrookie 5y ago

The iPhone 13 has a ~3 week shipping estimate right now. So it seems to be selling just fine. Maybe that's due to the chip shortage, but regardless, they are selling as many as they can make right now.

greedo 5y ago

Where are you finding that laptops are a low margin product for Apple. Apple tends to shoot for 36% margin. It's not like the Mac segment is a small portion of sales and profits for Apple.

dev_tty01 5y ago

Why do you think laptops are low margin? The margins have always been good and since they switched to Apple Silicon, their margins can only have improved.