4 ms·

The entire Mac line is a teeny tiny slice of revenue compared to iPhone. Allowing OSX on iPhone would increase the utility of iPhone, leading to more sales.

alephnerd 7mo ago
> Allowing OSX on iPhone would increase the utility of iPhone, leading to more sales That assumption is not necessarily true. What this implies is that there is a market of existing consumers that would not buy an iPhone because it lacks OSX support. The iPhone portion of Apple's business generates around $144B in YoY revenue in Q1FY27 [0]. Whenever an organization contemplates building a net new capability like the one you mentioned, a quick test is whether it would be able to generate and sustain at minimum the equivalent of 1% of yearly revenue. If this was a $1B revenue opportunity it would have been implemented, but it's not. Nor is it a feature that can actively or dramatically increase Apple's market share in most markets. A good proxy of such demand would have been a sudden increase in iOS users using USB-C screen share and a Bluetooth keyboard to interface with an iPhone in a desktop form factor (something which has been enabled since iOS 15), but such an increase has not happened. [0] - https://counterpointresearch.com/en/insights/apple-reaches-all-time-revenue-record-driven-by-iphones https://counterpointresearch.com/en/insights/apple-reaches-a...
- fragmede 7mo ago
  Consumers haven't been told they can do that though. It's not ergonomic to do that. There's not a Belkin plastic dock to support that use case, so I don't find that is a good proxy for it.
  - alephnerd 7mo ago
    Consumers don't need to be "told" what to do. If there truly was demand, Samsung or other third-party vendors would have created an ergonomic dock for DeX enabled Samsung phones and it would have been a killer app.

4 ms·

The entire Mac line is a teeny tiny slice of revenue compared to iPhone. Allowing OSX on iPhone would increase the utility of iPhone, leading to more sales.

by bottlepalm 7mo ago

alephnerd 7mo ago
> Allowing OSX on iPhone would increase the utility of iPhone, leading to more sales That assumption is not necessarily true. What this implies is that there is a market of existing consumers that would not buy an iPhone because it lacks OSX support. The iPhone portion of Apple's business generates around $144B in YoY revenue in Q1FY27 [0]. Whenever an organization contemplates building a net new capability like the one you mentioned, a quick test is whether it would be able to generate and sustain at minimum the equivalent of 1% of yearly revenue. If this was a $1B revenue opportunity it would have been implemented, but it's not. Nor is it a feature that can actively or dramatically increase Apple's market share in most markets. A good proxy of such demand would have been a sudden increase in iOS users using USB-C screen share and a Bluetooth keyboard to interface with an iPhone in a desktop form factor (something which has been enabled since iOS 15), but such an increase has not happened. [0] - https://counterpointresearch.com/en/insights/apple-reaches-all-time-revenue-record-driven-by-iphones https://counterpointresearch.com/en/insights/apple-reaches-a...
- fragmede 7mo ago
  Consumers haven't been told they can do that though. It's not ergonomic to do that. There's not a Belkin plastic dock to support that use case, so I don't find that is a good proxy for it.
  - alephnerd 7mo ago
    Consumers don't need to be "told" what to do. If there truly was demand, Samsung or other third-party vendors would have created an ergonomic dock for DeX enabled Samsung phones and it would have been a killer app.