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If you're insulted you should relax. That discussion isn't aimed at you at all. Casual game revenue (mostly mobile) >> console game revenue >> revenue from AA
by gumby 3y ago
If you're insulted you should relax. That discussion isn't aimed at you at all.
Casual game revenue (mostly mobile) >> console game revenue >> revenue from AAA games on gamer rigs and those rigs themselves. Perhaps those greater thans should all be ">>>>". If you look at the entire (huge) gaming ecosystem, Apple is already a major player. If you look the segment I can tell you care about, it's tiny.
IIRC gaming got Nvidia off the ground but for a long time hasn't been their revenue pump.
Apple's gaming boost can really only get them one thing: if you're going to buy a PC anyway, perhaps you'll pay a little more and not buy a console. Maybe that already happens a bit in the PC world, I don't know, but for Apple anyway it makes sense since unlike almost all PCs, Apple have a differentiated product. And if they talked about AAA gaming (if they did -- I didn't bother to listen) I imagine it's like Honda fielding an F-1 team: staking out a presence in a high end, that makes the intermediate product look like a better deal. Like the Mac Pro: no faster than a product they sell for less than half the price, with a couple of extra features very few need. It drives real sales elsewhere.
Finally: Apple has a "problem" that a Bungie or Alienware (new Dell) don't: Apple's revenue is so huge that they simply can't enter into certain markets unless it's for marketing reasons (like the Mac Pro). Look at the ipad: it basically is the tablet market, and if it were a standalone product it would be one of the great business success stories of all time. But because it's in Apple's product mix it's ignored by financial analysis which is just one step above "failed product": "at least it doesn't lose money."
BTW I suspect NVidia had some gamers in its early team and has some in its culture. Apple carea a lot about Music because Steve Jobs cared a lot about music, but hasn't had gaming DNA for decades, really since the Apple II IMHO.