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Appl is not interest in niche products. they are not in biz to sell 200 products at 400K units each. they are in the biz to sell 20 overpriced products at 30M u
by 627467 3y ago
Appl is not interest in niche products. they are not in biz to sell 200 products at 400K units each. they are in the biz to sell 20 overpriced products at 30M units/year each.
- swatcoder 3y agoSort of. That's the shape of their portfolio and long-term strategy, for sure, but they clearly didn't target "30M units/year" for the launch of Vision Pro any more so than they've targeted that scale for for AppleTV or the Airport and Time Machine product lines. It was plainly a test of both manufacturing and market. To the GP's point, I think it's hard for anyone on the outsjde to judge whether they hit their marks for it or not right now. It certainly wasn't grossly short, as there's no indication that they overshot manufacturing by an order of magnitude or something, but it certainly could have been disappointing. We really can't guess right now. Good, traditional reporting might be able to surface some insight with real footwork and investigation. Armchair blogspam writing like the article is pointless and is really just clickbait.
- hlfshell 3y agoInnovator's Dilemma demonstrated wonderfully right here. If VR is the next big thing, but will take years of niche smaller profit margin products to launch it, established tech companies will struggle to justify the products existence wherein a smaller player could go all in, achieve roughly equivalent results, and be quite content.
- pjmlp 3y agoThe next big thing since people were playing DOOM with headsets at conferences back in 1994.