“There’s So Much Left” in iPhone: Tim Cook
by Horace Dediu
Center of people's lives
Apple’s recent performance supports Cook’s view, as iPhone revenue reached $85.2 billion last quarter, marking a new all-time high for the company. Cook described the demand as “simply staggering,” with strong sales across every region.
The iPhone is also approaching a major milestone, as it turns 20 next year, yet its popularity continues to rise instead of slowing down. Apple sees this as a sign that the device still holds strong value in a rapidly changing tech landscape.
Cook also spoke about Apple’s broader vision, saying the company’s strength comes from its people and focus on simplicity. He said Apple’s future products will continue to reflect that approach.
On artificial intelligence, Cook stressed the importance of keeping users at the center of development. He said, “If you’re always trying to enrich the life of someone else, then you keep them at the center.”
Source: The Mac Observer
NB: He's right. The number of people who don't have iPhones…
…is a staggering number. It's still imaginable to see a doubling of the user base, at least. The script is standard comms-talk. The message that should be taken though is that Apple knows that the iPhone is still climbing the adoption curve. Saturation is not in sight.
3 comments
deemery ·
But at what point in market penetration does the iPhone become a monopoly, and then what happens to Apple as a result? So far Apple has been able to point at Android and say "This is still a highly competitive market." Now some courts have defined a new market of "high end handsets" and declared Apple a monopoly in that market.
A lot of the arguments I've heard, both reading court filings and in social media, etc. are not particularly well reasoned. But some are, and Apple supporters often seem to ignore those that are well-reasoned.
The legal risks to Apple are to my mind the largest threats to both Apple the company, and to Apple's approach for integrated products with privacy as a core component. Regulators who don't appreciate the value of Apple's approach and who listen to the lobbyists of other vendors bother me the most here; they seem to not be accountable to anyone.
farshad ·
At 55% they may have plenty of headroom? Microsoft had a 97% hegemony around the time of antitrust lawsuit.
Sacto Joe ·
Morning, D.,
One element that Apple did "differently" and that could be attacked accordingly is also an element that hugely benefits its users; they've integrated their hardware and software - except they aren't the only ones to do that, and more are heading in that direction all the time (for example, Amazon now developing their own smartphone, or Microsoft and their Surface).
Another element that is done "differently" is their laser focus on personal privacy. That has been attacked pretty regularly, but in the coming age of AI, it's going to be increasingly difficult to attack them on that.
At bottom, you seem to be nervous about Apple being the victims of their own success, but (1) there will always be competitors and (2) keeping the laser focus on doing what's best for their customers - especially if their customers end up reversing the present OS balance such that Apple's OS's becoming the majority OS's - is an excellent defense.
In the meantime, the larger computer revolution grows on apace, and Apple has been at the center of that for half a century....
Pretty good place to be for employees, customers, and stockholders....