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> Next 5 years or so (or even less) both the iPad and the Wearables, Home and Accessories category will overtake the sales of Macs. Are we reading the same qua
by 827a 1y ago
> Next 5 years or so (or even less) both the iPad and the Wearables, Home and Accessories category will overtake the sales of Macs.
Are we reading the same quarterly report?
Wearables/Home/Accessories is slightly higher than the Mac, yes, but its a category that has been trending poorly for Apple for ~18 months now IIRC, and that hasn't gotten better this quarter (9.04B->9.01B 3mo YoY). There's no foreseeable future where Vision starts driving Mac-like revenue (meaning, it'll be at least 2 years). Airpods are huge mainstays but have really hit market capacity and aren't growing. Apple Watch will see strong growth if they can successfully get glucose monitoring working, but that's an *if, and until then its slipping from an "upgrade every 3 years" to even longer lifecycle for most people.
Meanwhile: Mac is their fastest growing hardware segment by revenue (+12% 3mo YoY) (iPhone is +6%, iPad is flat, Services +15%).
iPhone aint going anywhere, Services are carrying their growth, but Mac is very solidly the #3 darling of this report. Their other product lines (Apple Watch, iPad, Airpods, etc) are interesting, successful businesses, but its unlikely we're going to see much growth out of them over the next 2 years. The story is iPhone, Services, and Mac, in that order, and there's no #4.
- willtemperley 1y agoI wonder how much the Windows 11 debacle will increase Mac sales by.
- willtemperley 1y ago[flagged]
- JKCalhoun 1y agoIt's hard to see someone living under a rock for this long suddenly deciding to switch the Mac. I suspect iPhone adoption has done a lot more toward Mac adoption.
- leptons 1y agoWe have a 2015 MPB that can no longer receive OS updates, because apple reasons. And because it can't get the latest OS, it can no longer run Signal, or the latest Adobe stuff that we need. So we ditched Apple and bought a Dell. So far it's working great.
- KerrAvon 1y agoGet back to us if that Dell makes it 10 years without catastrophic failure or pieces falling off.
- christophilus 1y agoDell XPS or whatever the new name is, or their premium line? You’ll be fine in 10 years. Dell low-end garbage? Not a chance.
- olyjohn 1y agoWant me to tell you about my 3 failed MacBook Pro logic boards? Hate to say it, but Macs aren't any better. I've worked on literally thousands of laptops, and you win some, and you lose some. There are some shitty Dells, and some good Dells, and there are some shitty MacBooks and some good MacBooks. I even have a couple of old Dells that are about 10 years old now. Working just fine too.
- leptons 1y agoOnly 3? We had eight failed MBP motherboards before Apple finally told us the next replacement would cost us $1200. We joined a class action lawsuit against Apple and won. My wife refuses to give Apple another dollar, and she owns Apple stock.
- throwaway31131 1y agoWhich lawsuit was that? I think it’s been a while since there was a MBP MLB lawsuit but maybe I’m forgetting about one. This is the last one I recall. “Apple faces class-action lawsuit over 2011 MacBook Pro GPU issues“ https://9to5mac.com/2014/10/28/apple-class-action-lawsuit-2011-macbook-pro-gpu-graphics-issues/ https://9to5mac.com/2014/10/28/apple-class-action-lawsuit-20...
- willis936 1y agoI was under that rock. Bought a used M1 pro this year for $600 and tossed the wheezing XPS 15 aside.
- heresie-dabord 1y ago> Windows 11 debacle Do you really think that anything MSFT has done with MW11 --unfriendly to consumers or not-- will significantly impede the success of MW11?
- pjmlp 1y agoNope, because outside Ferrari priced laptops, there is no choice on regular consumer stores. The option is between Windows, ChromeOS and Android based laptops (aka tablets with keyboards). Thus most consumers without endless budgets end up getting a Windows laptop, regardless of its current state. We had the option with Linux, however first all netbooks already showed the trend with OEMs distros (gotta differentiate), Microsoft reacted, and tablets delivered the final blow. Ideally there would be nice laptops with other options at consumer shops that people during their Weekend window shopping tour would feel like buying on a whim.
- willtemperley 1y agoIt's more what they haven't done - i.e. make it work on customer's computers. According to TechRadar this is exactly what has driven the uptick in Mac sales: https://www.techradar.com/computing/macbooks/never-mind-linux-windows-10s-end-of-life-is-driving-up-apple-mac-sales https://www.techradar.com/computing/macbooks/never-mind-linu...
- pjmlp 1y agoDepends where on the world the people are located and their budget for laptops beyond 500 euros.
- nvarsj 1y ago> the Windows 11 debacle Seems to imply that anyone cares beyond a niche. I use Windows 11 on my gaming PC and emulator PC, and I don't care at all. It works perfectly fine. OS X is much worse in my opinion, with awful window management and constant bugs breaking basic functionality. The only decent OS experience I've ever had is with KDE and Gnome. But Linux sucks at running games, and there is no good Linux/x86 hardware out there. Pick your poison.
- bitmasher9 1y agoLinux is fantastic at running games, and there is beginning to be good Linux/x86 hardware. Linux compatibility is very high, and Linux install base is becoming a considerable size of total PC gaming market.
- sotix 1y ago> Linux sucks at running games, and there is no good Linux/x86 hardware out there. This isn't true in the slightest. You must be dealing with some seriously outdated information. I've been running games on Linux full time for 3 years. I made the switch the week Elden Ring launched when it immediately ran better on Linux than on Windows. That was the top selling game at the time. I've had extremely minimal performance issues since my switch. Other major games I've run include Baldur's Gate 3, multiple Resident Evil games, and the Oblivion remaster. I'm running a 7600X with a 9070XT as of last month and am finding my hardware is perfectly fine.
- gessha 1y agoYeah, I agree. I have an Apple Watch 5 and I don’t really look at new models if they don’t have new sensors. Even then, I wait to see if they are useful. AirPods get replaced if they get broken maybe. I’m still rocking my 2018 iPad and I don’t feel like I need an updated one. iPhone gets replaced once they become unsupported. I’m still deciding if I want to commit to the ecosystem by getting a Mac or get a Framework.