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Correct me if I'm wrong, but 2/3 phones and smart watches are not Apple, and 7/8 consumer PCs are not Apple. 100% servers and industrial PCs are not Apple. 100%
by mstaoru 2mo ago
Correct me if I'm wrong, but 2/3 phones and smart watches are not Apple, and 7/8 consumer PCs are not Apple. 100% servers and industrial PCs are not Apple. 100% network equipment is not Apple. Apple doesn't have its own storage or RAM game and is ultimately at the mercy of the same companies it competes with.
- Taikhoom2010 2mo agoNo on smartphones while Apple's market share by revenue is like 20 ish %, they have like 80% of the industry's profits. If you're interested in the specific dynamic, check this out - https://taikhooms.substack.com/p/apple-has-the-lowest-disruption-risk?r=2pgab7 https://taikhooms.substack.com/p/apple-has-the-lowest-disrup...