4 ms·
You can’t compare Apple to any other company. Apple is the only successful consumer hardware company (with Samsung being a distant second). They can afford to
by raw_anon_1111 6mo ago
You can’t compare Apple to any other company. Apple is the only successful consumer hardware company (with Samsung being a distant second). They can afford to sit out the AI arms race.
You can’t be a software company without an AI story to tell.
- MaysonL 6mo agoApple _is_ a software company: everything it sells is based on a Mac OS X foundation.
- raw_anon_1111 6mo agoI would buy Mac hardware running Windows long before I would buy x86 hardware running MacOS. In fact Mac OS on x86 was really nothing remarkable. Macs were objectively worse than most Windows PCs during the last few years on x86 at least the laptops were.
- layer8 6mo agoThat must be a very restrictive definition of “successful consumer hardware company”.
- raw_anon_1111 6mo agoName one other successfully computer hardware company? PC makers are barely profitable commodities, other phone companies aside from Samsung are making pennies, the Microsoft XBox division is on life support, Sony sold off its TV division. The PS5 is going okay but doesn’t sell in near the numbers of iPhones. Who is left?
- layer8 6mo agoYou didn’t say “computer”. And I would count the likes of Dell, Lenovo, Acer, Asus as successful. Without “computer”, Nintendo, Sony, LG, and so on. I don’t think it’s reasonable to restrict “successful” to iPhone-level unit sales and Apple profit margins.
- raw_anon_1111 6mo agoSo did you think when I was talking about Apple I was comparing them to a company that sold power tools? But Dell’s profits cratered so bad that they took the company private and profits are still nothingburgers. Sony just sold off controlling interest of its TV division. https://timesofindia.indiatimes.com/technology/tech-news/sony-sells-its-tv-business-to-tcl-heres-what-it-means/articleshow/129934375.cms https://timesofindia.indiatimes.com/technology/tech-news/son... Have you checked the profits of the other PC sellers? A quick Google search shows that LG profits were $2.4 billion dollar (converted) and down its last fiscal year.
- deleted 6mo ago[deleted]
- icedchai 6mo agoWalk in to any Best Buy and look around. There are many. Apple is in a league of its own, however.
- raw_anon_1111 6mo agoSuccessful == decently profitable with decent profit margins. Someone else mentioned LG with an annual profit of $2.4 billion as a “successful” company.
- icedchai 5mo agoConsumer electronics is a low margin business. Since low to mid single digit margin is typical and not every brand can be premium, like Apple, I'd say Sony and Samsung do pretty well, all things considered. "Success" is relative to the industry average.
- raw_anon_1111 5mo agoSamsung both sells premium hardware and manufactures a lot of it own components in house and sales components to other manufacturers including Apple. I consider Samsung “successful”. Every single low margin PC company that exists now like Dell, HP etc were much more profitable than an almost bankrupt Apple in 1997. They had no vision and decided to compete on price. It doesn’t matter why they are barely profitable low margin businesses. Seeing there revenue vs profits, they should take Michael Dell’s (bad) advice to Jobs when he came back - “shut the company down and give the money back to shareholders” who could make more money in treasury bonds.