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176 points mfiguiere | 2 comments | | HN request time: 0s | source
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haunter ◴[] No.45765331[source]
Kind of telling that

1, the iPhone outsells every other category by 5-7x ratio, and the Mac (which includes everything from Macbooks to Mac Minis to iMacs) barely sells more than the iPad.

2, Services (iCloud, apps, music, TV shows etc.) now bigger than every other category, except the iPhone, combined

Basically 76% of the sales are iPhones and Services

(millions)

iPhone $209,586

Mac $33,708

iPad $28,023

Wearables, Home and Accessories $35,686

Services $109,158

Total $416,161

Next 5 years or so (or even less) both the iPad and the Wearables, Home and Accessories category will overtake the sales of Macs.

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827a ◴[] No.45765614[source]
> Next 5 years or so (or even less) both the iPad and the Wearables, Home and Accessories category will overtake the sales of Macs.

Are we reading the same quarterly report?

Wearables/Home/Accessories is slightly higher than the Mac, yes, but its a category that has been trending poorly for Apple for ~18 months now IIRC, and that hasn't gotten better this quarter (9.04B->9.01B 3mo YoY). There's no foreseeable future where Vision starts driving Mac-like revenue (meaning, it'll be at least 2 years). Airpods are huge mainstays but have really hit market capacity and aren't growing. Apple Watch will see strong growth if they can successfully get glucose monitoring working, but that's an *if, and until then its slipping from an "upgrade every 3 years" to even longer lifecycle for most people.

Meanwhile: Mac is their fastest growing hardware segment by revenue (+12% 3mo YoY) (iPhone is +6%, iPad is flat, Services +15%).

iPhone aint going anywhere, Services are carrying their growth, but Mac is very solidly the #3 darling of this report. Their other product lines (Apple Watch, iPad, Airpods, etc) are interesting, successful businesses, but its unlikely we're going to see much growth out of them over the next 2 years. The story is iPhone, Services, and Mac, in that order, and there's no #4.

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willtemperley ◴[] No.45766048[source]
I wonder how much the Windows 11 debacle will increase Mac sales by.
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JKCalhoun ◴[] No.45776486[source]
It's hard to see someone living under a rock for this long suddenly deciding to switch the Mac.

I suspect iPhone adoption has done a lot more toward Mac adoption.

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leptons ◴[] No.45777738[source]
We have a 2015 MPB that can no longer receive OS updates, because apple reasons. And because it can't get the latest OS, it can no longer run Signal, or the latest Adobe stuff that we need. So we ditched Apple and bought a Dell. So far it's working great.
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1. wtallis ◴[] No.45779258{3}[source]
> We have a 2015 MPB that can no longer receive OS updates, because apple reasons

That CPU was dropped from Windows 10 support with 22H2, pretty much the same time that Apple stopped supporting it in macOS. The last build of Windows 10 supporting that CPU reached "end of service" more than two years ago.

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2. jasomill ◴[] No.45783490[source]
Microsoft officially supports Windows 10 22H2 on every CPU supported by previous versions of Windows 10; Windows "Supported Processor" lists are for OEMs building new PCs, not end users updating existing systems.

According to the current supported processor list, the oldest Intel CPU supported by Windows 7 was introduced about 5 years after Windows 7 itself [1].

[1] https://learn.microsoft.com/en-us/windows-hardware/design/mi...