Earlier this week analyst Benedict Evans published a chart showing how “computers” running Apple software are starting to sell at greater volume than "computers" running Microsoft software. Of course he’s counting all Macs and iOS devices as computers, just as he’s counting all Microsoft Windows PCs and Windows Mobile phones as computers. But the numbers don’t lie. In the last quarter Apple's traditional + mobile business is responsible for shipping just as many units as Microsoft. And obviously Apple is growing much faster. The blog post accompanying the chart was a mere 3 sentences. The most important sentence was:
This is a pretty good illustration of the scale of mobile: Apple limits itself only to the high end of the mobile market but still sells more units than the whole PC industry.
The comments on Evans’ blog post do a great job of illustrating how poorly people can often understand very simple points. The argument that erupted is all about whether or not Evans’ comparison of Apple vs. Microsoft is fair. In reality this has nothing to do with fair. This has everything to do with showing just how bloody BIG the mobile space has become. Apple plays only at the high end of the market and they, alone, ship more devices than Microsoft powers PCs.
As an investor I take a very long term perspective on stocks, and I love seeing this kind of analysis. Remember the launch of the iPhone seven years ago? It had crap email. You couldn’t copy and paste. There were zero third party apps. It ran on a frikkin’ EDGE network, so without Wi-Fi the awesome browser was practically useless. In a short seven years the entire computing industry has been revolutionized, and I don’t think it’s stopping anytime soon.
The question is not “is the comparison fair?” It’s what happens in the next seven years?
We may earn a commission for purchases using our links. Learn more.
Apple Music, Apple Arcade, App Store and more experiencing outages
A number of Apple's services, including Apple Book, iCloud Mail, Photos, and more, are currently experiencing performance issues.
iOS 14.2 hints that EarPods won't come in the box with the iPhone 12
A copy change found in the iOS 14.2 beta suggests that Apple may be removing more than just the power adapter from the iPhone 12 box.
Twitter opens up voice tweets to more iOS users
After letting a limited group of people test voice tweets in June, Twitter is now opening the option up to more iOS users.
Get 4K for your Mac with these great monitors
To get the most out of your Mac, you need a beautiful display. A 4K monitor is a huge step in the right direction. Here are the best 4K monitors for your Mac.