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176 points mfiguiere | 1 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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heresie-dabord ◴[] No.45778638[source]
> Windows 11 debacle

Do you really think that anything MSFT has done with MW11 --unfriendly to consumers or not-- will significantly impede the success of MW11?

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1. pjmlp ◴[] No.45780389[source]
Nope, because outside Ferrari priced laptops, there is no choice on regular consumer stores.

The option is between Windows, ChromeOS and Android based laptops (aka tablets with keyboards).

Thus most consumers without endless budgets end up getting a Windows laptop, regardless of its current state.

We had the option with Linux, however first all netbooks already showed the trend with OEMs distros (gotta differentiate), Microsoft reacted, and tablets delivered the final blow.

Ideally there would be nice laptops with other options at consumer shops that people during their Weekend window shopping tour would feel like buying on a whim.