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Plus the EU is only like 7% of Apple's revenue, so I'm also in the camp of "I don't think they are bluffing." They'd still have UK & Norway, both of which have

Plus the EU is only like 7% of Apple's revenue, so I'm also in the camp of "I don't think they are bluffing." They'd still have UK & Norway, both of which have a higher share of iOS than other European nations. The US & China are much bigger, more important markets for Apple.

troupo 1y ago
> Plus the EU is only like 7% of Apple's revenue I doubt that. E.g. according to these charts, it's at least a quarter of profits: https://stockanalysis.com/stocks/aapl/metrics/revenue-by-geography/ https://stockanalysis.com/stocks/aapl/metrics/revenue-by-geo... > so I'm also in the camp of "I don't think they are bluffing." How big is Russian market do you think? They didn't quit even that, and here we are pretending that Apple is going to quit EU. > They'd still have UK & Norway, both of which have a higher share of iOS than other European nations. UK and Norway is ~75 million people EU is 450 million people > The US & China are much bigger, more important markets for Apple. So, a wealthy US market with 350 million people is very important. Unlike the wealthy EU market with 450 million people which Apple can just easily abandon.
- thewebguyd 1y ago
  You are correct, I had my numbers mixed up. EU is 7% of Apple's app store revenue specifically, not total revenue. Definitely makes it seem more likely they are bluffing in that case unless they plan on just selling dumb phones with no app store.
makeitdouble 1y ago
Apple completely leaving the EU means most of their network effect is gone. Any app targeting the EU is then required to go android first, and other markets will have a real life sample of what happens when Apple leaves, which won't be as catastrophic as Apple predicts. Sony and Sharp won't be crying a river if Japan does the same move for instance.
5555624 1y ago
> Plus the EU is only like 7% of Apple's revenue It appears that Europe is 26% of Apple's revenue. (https://bullfincher.io/companies/apple/revenue-by-geography https://bullfincher.io/companies/apple/revenue-by-geography)
- thewebguyd 1y ago
  You are correct, I had my numbers mixed up. EU is 7% of Apple's app store revenue specifically, not total revenue. Definitely makes it seem more likely they are bluffing in that case unless they plan on just selling dumb phones with no app store.
  - lordkrandel 1y ago
    This also shows how much we care about Apple's threats. Do you know how much is a developer salary in Europe? Ofc people use Lenovo stuff for half the price. We mostly don't care about Apple.
    - leakycap 1y ago
      Is the new anti-Apple storyline that the EU has no money? I don't think that's going to do well. Heard of Lenovo & Superfish or just don't care about that kind of thing when choosing a vendor?
      - lordkrandel 1y ago
        My salary is a quarter than one in SF. It's the storyline of my life. Iphones would cost me a full month's salary, in Italy. Have fun in your dream world.
- Aloisius 1y ago
  Apple's "Europe" segment includes European countries (including those not in the EU), India, the Middle East and Africa.

troupo 1y ago

> Plus the EU is only like 7% of Apple's revenue I doubt that. E.g. according to these charts, it's at least a quarter of profits: https://stockanalysis.com/stocks/aapl/metrics/revenue-by-geography/ https://stockanalysis.com/stocks/aapl/metrics/revenue-by-geo... > so I'm also in the camp of "I don't think they are bluffing." How big is Russian market do you think? They didn't quit even that, and here we are pretending that Apple is going to quit EU. > They'd still have UK & Norway, both of which have a higher share of iOS than other European nations. UK and Norway is ~75 million people EU is 450 million people > The US & China are much bigger, more important markets for Apple. So, a wealthy US market with 350 million people is very important. Unlike the wealthy EU market with 450 million people which Apple can just easily abandon.

thewebguyd 1y ago
You are correct, I had my numbers mixed up. EU is 7% of Apple's app store revenue specifically, not total revenue. Definitely makes it seem more likely they are bluffing in that case unless they plan on just selling dumb phones with no app store.

makeitdouble 1y ago

Apple completely leaving the EU means most of their network effect is gone. Any app targeting the EU is then required to go android first, and other markets will have a real life sample of what happens when Apple leaves, which won't be as catastrophic as Apple predicts. Sony and Sharp won't be crying a river if Japan does the same move for instance.

5555624 1y ago

> Plus the EU is only like 7% of Apple's revenue It appears that Europe is 26% of Apple's revenue. (https://bullfincher.io/companies/apple/revenue-by-geography https://bullfincher.io/companies/apple/revenue-by-geography)

thewebguyd 1y ago
You are correct, I had my numbers mixed up. EU is 7% of Apple's app store revenue specifically, not total revenue. Definitely makes it seem more likely they are bluffing in that case unless they plan on just selling dumb phones with no app store.
- lordkrandel 1y ago
  This also shows how much we care about Apple's threats. Do you know how much is a developer salary in Europe? Ofc people use Lenovo stuff for half the price. We mostly don't care about Apple.
  - leakycap 1y ago
    Is the new anti-Apple storyline that the EU has no money? I don't think that's going to do well. Heard of Lenovo & Superfish or just don't care about that kind of thing when choosing a vendor?
    - lordkrandel 1y ago
      My salary is a quarter than one in SF. It's the storyline of my life. Iphones would cost me a full month's salary, in Italy. Have fun in your dream world.
Aloisius 1y ago
Apple's "Europe" segment includes European countries (including those not in the EU), India, the Middle East and Africa.