How Apple became the world’s No. 1 computer manufacturer
Nice chart!
Source:
How Apple became the world’s No. 1 computer manufacturer
Philip Elmer-DeWitt
Fortune, August 6, 2012
http://tech.fortune.cnn.com/2012/08/06/how-apple-became-the-worlds-no-1-computer-manufacturer/
Category: Investing, Technology, Valuation, Web/Tech
Please use the comments to demonstrate your own ignorance, unfamiliarity with empirical data and lack of respect for scientific knowledge. Be sure to create straw men and argue against things I have neither said nor implied. If you could repeat previously discredited memes or steer the conversation into irrelevant, off topic discussions, it would be appreciated. Lastly, kindly forgo all civility in your discourse . . . you are, after all, anonymous.
By having fanboys move the goalposts?
They left off “by getting middle class consumers to prioritize the purchase of gadgets designed to be tossed after two years over purchases that might actually create jobs and lift demand of U.S. workers”… and during a brutal recession no less.
Consider if all those devices (and not just Apple’s) fell to the bottom of the priority list instead of the top for a single quarter. For the last five years we’ve had consumers with not much to spend, spending nearly all of what they can muster to grow a communist economy instead of hiring out of work college students to tutor their kids, take a vacation to a state hit hard by foreclosure (CA, NV, FL), do some work on the house to hire out of work laborers, support a local eatery, etc. Then of course they all shake their fists that Obama (and perhaps soon to be President Romney) are doing enough to create jobs.
More than a little bit misleading as it does not refer to units shipped and misleading definitions. To call an iPad a computer is just ludicrous. PCs are open standard hardware and a commodity and of course their margins are not as high as Mac OS machines. The fact that sales of Macs are slowing as iPads are increasing indicates that the fanboys and girls are only interested in digital content mangers and not computers.
http://www.smartmoney.com/spend/technology/10-things-apple-wont-tell-you-1344031439347/
All that initial excitement over the first iPhone or iPad has quickly given way to what analysts are dubbing “upgrade fatigue” —
Apple is a crack dealer and we are the junkies! It’s going to be a hard habit to break, but I am now taking steps…
God, grant me the Serenity to accept the things I cannot change
Courage to change the things I can,
and the Wisdom to know the difference…
OMG there’s OTHER products out there?
iPad’s aren’t real computers.
They’re virtual books, and email readers.
Apple, slowing down MAC OS development is a bad sign.
I love my iPad at home and my PC/Linux at work.
iPad revolution is recognition that the same machine does not suit both purposes. Using the same machine for
1) DVD graphics intensive video games
2) Writing spreadsheet macros
3) Automated manufacturing processes
4) Reading books
5) Web surfing
6) Writing books
7) e-mail
Requires something much mure complicated than it could be.
So I (and it seems most people) use a PC for 1 and 2, a linux box for 3, an iPad for 4 and 5, an iMac for 6, and all of them plus mobile phone for 7. The number of people petween 25 and 50 years old who touch more than three of these systems each day probably exceeds the people who touch one or fewer.
I suppose this is a case of not comparing Apples to Apples.
I noticed that the left hand scale is not measured in PC’s, but in “units,” whatever those are. I suppose it was an unconscious slip.
HP shipped just over 13m units and Lenovo just under that. Yet they are both squished down at the bottom of the chart while the Mac, which sold a paltry 5m sits on top. If you were to layer them by market share, the Mac should be near the bottom, maybe below Asus and Toshiba. But, this might make the fanbois sad.
Apple is no longer a computer company. It is consumer electronics
company that happens to make some computers. Counting tablets and
e-books as personal computers is disingenious and wrong.
Macintoshs will never make any significant inroads into the corporate
environment, as they are lacking the necessary tools and features
needed to manage a large number (i.e., hundreds or thousands) of machines.
And they would be fighting against a huge installed base of existing
third-party software applications already developed for the wintel
platform.
Apple is truly a brilliant company. Who else could get citizens of a democratic nation to buy expensive disposable electronics manufactured by a totalitarian communist state that run heavily censored software which monitors citizens without permission
I agree: tablets are NOT in the same category as PC’s of whatever stripe or configuration (desktop vs. laptop). And the fact that Mac’s are slowing as iPads climb is a bad sign for Apple because it means, as I’ve always said, that iPads will cannibalize the Macbooks as their users aren’t really “users” but consumers. And at the corporate level their looked at suspiciously, as they should be (frankly you can’t do any “real” work on them and we all know it).
So let’s, instead, compare Apples to, well, Apples. I do believe that a portion of the PC market will be siphoned off by tablets because a lot of people have no need for anything else. They’re complete consumers of infotainment and send the occasional email or social media post/link. The rest of us have various needs. I use an ultrabook for travel now, a desktop at work and a laptop (heavier) there too, and I have a Fire for reading and for use in commuting or travel when I’m simply consuming. If I have to do actual work I put it away and switch to my ultrabook now which, frankly, weighs just a little more. I have an iPhone, but that will probably change when I’m ready to upgrade to whatever is coolest at the time, and might not be another iPhone. There’s some other beautiful phones out there and, frankly, I have like 5 apps I use with any regularity that are on all platforms. The rest are garbage. I know of no one, including my students and coworkers, that would disagree with anything I just said. So when looking at the market, contrast these devices, don’t lump them together. It’s like putting a TV in with a Radio.
whatever One does, they shouldn’t care to Ponder..”Exactly, How much Truth is contained in the following?”
…yuan Says:
August 6th, 2012 at 3:12 pm
Apple is truly a brilliant company. Who else could get citizens of a democratic nation to buy expensive disposable electronics manufactured by a totalitarian communist state that run heavily censored software which monitors citizens without permission…
or, differently, some things need to be re-Read..(at the minimum..)
BR, remind us again: are you a MAC user now or did you stick with PC in your office?
http://finance.yahoo.com/news/things-apple-won-t-tell-you.html
~~~
BR: HP in the office — there is no Bloomberg client for Apple — Macs at home since 1989
Comment from CNN Money source:
When Apple fails huge v Samsung’s insanely choice-driven Android OS, the smartphone “look” monopoly is over and Apple’s margins will fall faster than the cost of flash memory. The amazing reality- distortion field starts with an ordinary customer’s impression of the Classic iPhone, but then Apple demands to enforce design patents, which when the those perfect details are absent, are immediately inconsequential and implied since the ordinary Apple customer who loves the brand can’t really see them for the grand magic totality that maybe 16 people conceptualized in 2007…then back to the “look” impression which rules. For instance, if a bezel is missing, the negative space where it is not present is assumed by that ordinary customer who instantly and mentally repairs the magic totality because that’s the way the magic works and thus actually “adds” the claimed design patent factor in the ordinary Applefan mind. In Logic, this is called Circular Reasoning and the Game Over sign is becoming up on the horizon…held off and together only by a monopoly addict’s legal enablers and careful and patient judge who agreed to give them each 25 hours with the warning she will cut off the Plaintiff in mid-sentence as she did in January 2011. The good news is that more people will have more choice and maybe Apple can make the magic car or something trippy and move on with their pockets stuffed from one good idea that didn’t stop the rush of technology…. maybe because Apple couldn’t provide enough special glasses for the non-brand fans?