Apple's Growing Bet on Hardware(aboveavalon.com)

10 pointsby mercutio29 tahun yang lalu9 comments

https://www.aboveavalon.com/notes/2017/12/20/apples-growing-bet-on-hardware

8 comments

bartart9 tahun yang lalu

Hardware in general seems to become more commoditized. In China Apple has lost market share to local firms that produce cheap phones with good specs. And most people there spends a lot their time in WeChat anyway so the phone's OS isn't as important.

As this commoditization happens over time, hardware also seems to reach a point of just being good enough. You can see this today with people deciding that their iPhone 6 is good enough and they don't need an iPhone X.

Apple obviously realizes this and is trying to diversify its revenue with increased growth in its services area, but a lot of those services are directly tied to its iPhone. If people buy fewer new iPhones that is bad for Apple, and if people buy a cheaper competitors' phone that is doubly bad for Apple because it doesn't get services revenue from that person either.

submeta9 tahun yang lalu

> hardware also seems to reach a point of just being good enough

Good enough. That's the key. I too didn't replace my 6s Plus. Because it does all the things I need. And runs all the apps I use (Evernote, browser, photos, many more).

Odenwaelder9 tahun yang lalu

Apple isn’t a hardware company?

bwldrbst9 tahun yang lalu

I know... it's pretty hard to continue reading when the first statement is obviously false.

unexistance9 tahun yang lalu

Apple as hardware company is common sense among HN crowd :D

bigkm9 tahun yang lalu

Well most of the software is free, you tell me. :)

thisisit9 tahun yang lalu

Normally there is a lot of doubt surrounding whether Chinese manufacturer can be trusted with the IP/design etc. Any insights on how Apple is able to ensure this for so many years?

mafro9 tahun yang lalu

Apple has always been a hardware company.