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Hardware in this market is headed for commodification. Is it though? Apple, kinda like Intel or Nvidia (ATI? Are they still relevant?), is advancing the limit
by seiji 14y ago
Hardware in this market is headed for commodification.
Is it though? Apple, kinda like Intel or Nvidia (ATI? Are they still relevant?), is advancing the limits of what humans can produce for mass consumption. Every new chip fab process from Intel/Nvidia/ATI/TSMC advances not just the front-line ability of one company, but of humanity's capabilities as a whole.
Apple is the one spending un-stevely amounts on custom manufacturing processes while everybody else is still using plastic shells on phones/tablets/phablets cranked out by the hundreds of millions.
You can make all the Geo Metros you want, but some [1] people still want a Model X [2].
[1]: a heckuvalot of
[2]: imagine if the Model X was only $5,000 more than a Mazda 3 5-door. For $little more, you get the best designed thing in the world. Not everybody will pick that, but countless (well, about 50 million per holiday quarter) will.
- cageface 14y agoLuxury brands don't drive the mainstream in any mature hardware market I can think of. Volume == power and we're already at the point where making phones more powerful adds essentially no user value. The components that cost $500 to ship today are good enough already and the price is only going to go down. There's no way Apple can preserve it's unprecedented profit margins and that's why the stock is down. I didn't downvote you, by the way.