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?
Apple's services are having another bad day with iCloud features affected
Multiple Apple services are suffering from an outage again.
Phil Schiller talks design, emotion, and more in new Lamborghini interviews
As Lamborghini celebrates its stunning Countach, the Italian car firm spent some time with Apple Fellow Phil Schiller — a big car enthusiast. The result is two videos in which Schiller talks about himself, Apple, and of course the Lamborghini Countach.
Gurman: Face ID could be on Macs, all iPhones and iPads soon
Apple ultimately wants to bring Face ID to all iPhones and iPads as well as its Mac lineup, according to a new report. Apple currently only offers Face ID on its mid-range and high-end iPhones as well as the iPad Pro lineup.
Best accessories to protect, secure your Apple AirPods
Do you need accessories for your accessories? Absolutely! Accessorize your AirPods with the best options on the market.