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This ignores that Apple is unable to manufacture enough computers per year to be disruptive. 25m Macs in calendar year 2025. Lenovo manufactured 19m PCs in Q4
by p_ing 7mo ago
This ignores that Apple is unable to manufacture enough computers per year to be disruptive.
25m Macs in calendar year 2025. Lenovo manufactured 19m PCs in Q4 2025.
Apple simply lacks volume.
- dijit 7mo agoWeird, never had an issue getting my hands on an Apple laptop of any desired configuration, even odd keyboard layouts for the region (UK and Sweden). Had plenty of issues getting specific specification Thinkpads: because they are largely sold through resellers and they don’t stock all SKUs I suppose.
- p_ing 7mo agoNo where did I say you can’t get a hold of one, I said they don’t have the volume. They’re behind Lenovo, HP, and Dell. The x86 market is massive and dwarfs Apple’s Mac manufacturing.
- dijit 7mo agoI don’t buy this reasoning until there is evidence of orders going unfulfilled. I could make 20M units of something and leave my resellers as bagholders who then have to sell years old hardware at a discount- and by the internal consistency of your logic: I would have the volumes.
- mlsu 7mo agoIsn't this an artifact of the demand side and not the supply side? Yes, apple shipped fewer laptops than dell in 2025. That's because Apple laptops started at $1100 in 2025. They won't have a problem securing the chips for Mac Neo's, they're the same SOC as the iPhone. What, Apple is going to have an issue manufacturing a few million motherboards?
- doctorpangloss 7mo agookay dude, how many phones did it manufacture in Q4 2025? 87m https://www.semiconductor-today.com/news_items/2026/mar/terndforce-090326.shtml https://www.semiconductor-today.com/news_items/2026/mar/tern... do you think lenovo would rather manufacture 19m PCs or 87m phones? i don't know, you raise an interesting point that is wrong.
- p_ing 7mo agoIt looks like you have this discussion confused. This is about Macs, not phones.
- F7F7F7 7mo agoSure, Apple's dominance in sourcing, manufacturing and all other aspects of logistics surely has no place in this conversation. ' The NEO is a masterclass in how integrated these systems actually are.
- bombcar 7mo agoThe Neo is a phone with a big screen.
- Kirby64 7mo agoDoes it matter if the main difference is the OS? Chromebooks are way worse spec wise, and they’re still “phones with big screens” and a different OS. If someone made a windows laptop that was actually good without compromises in an ARM SoC, I’m sure it’d sell well too. The Qualcomm ones seem to have too many compromises today with the OS/driver layer unfortunately.
- bombcar 7mo agoThat last part is the stumbling block for sure - the Microsoft Surface Laptops are nice machines but damn if the driver thing doesn't continually piss me off. https://www.microsoft.com/en-us/surface/devices/surface-laptop https://www.microsoft.com/en-us/surface/devices/surface-lapt... but at $900, and the Neo literally just being a Mac and doing everything any other Mac does (except some hardware related limitations like driving a 6k monitor, but doing 4k is "enough for most") means you save $300 and don't run into annoyances like "can't install my printer driver".
- tengbretson 7mo agoI imagine the company that currently ships 250m iPhones a year can figure that part out.
- FinnKuhn 7mo agoEspecially due to Apple having a lot less SKUs (compared to Lenovo) and having a lot more control over important parts such as CPUs.
- odiroot 7mo agoSo Lenovo wins in both quantity and quality (at least for T/X series), let alone configurability.