Imagine what Apple would be like without the iPhone. We can do exactly that in two ways. The first is easy. Apple before 2007. Assume Steve Jobs had no successor for iPod and smartphones continued down the non-Android OS path.
Can you say butt ugly? Apple likely would have put iTunes on a number of the so-called smartphones of the era and the company’s music business would have coasted along for a few years as it lumbered toward a market disruption.
iPhone brought disruption to the smartphone market via the iPhone. So, try to imagine Apple’s future in a future without iPhone. Leonid Bershidsky tried and failed in Imagining Apple’s Post-iPhone Future.
The tech giant needs to do more to make its products compatible with competitors’
No it doesn’t.
Everything of importance runs on Android OS and iOS. Everything. Name it. It runs just fine on Apple products. Microsoft Office. Adobe Creative-whatever. Google apps. Facebook. You name it, if it’s popular it’s on iPhone.
So what’s the beef about Apple’s future without iPhone?
Apple’s reported plans to cut iPhone production by 10 percent in the first quarter of 2019 make increasingly clear that the company’s base of loyal users isn’t an inexhaustible resource from whom it can forever extract a rent through its services offerings.
No it didn’t. That rumor about iPhone production cuts show up for six months after every new iPhone is launched and it is not increasingly clear that Apple’s got a problem with the customer base.
Bershidsky’s imagination is running wild in an attempt to create something negative about Apple where nothing much exists except China (seemingly a problem for many technology companies; Samsung, I’m looking at you).
Apple needs to compete more vigorously in all the other markets in which it’s present, without relying on the network effects of its large installed base.
No it doesn’t.
Name another technology gadget maker that competes better than Apple in all the markets where Apple competes. Mac vs. PC? Apple has half the industry’s profits. iPhone vs. Android? Apple owns over 60-percent of revenue and nearly 80-percent of profits. iPad? Watch? Services?
Apple dominates in nearly every market of importance.
As is the case with many so-called technology writers or market analysts, well, they just make up crap. I think they’re paid by the word, but with extra pay every time the word Apple shows up in an article.
Here it goes:
The decline can only undermine Apple’s ability to feed off the “halo effect” from its installed base, estimated at about 1 billion iPhones globally at the end of last year.
Name another technology competitor that is doing better than Apple?
In other markets where Apple’s products and services don’t require an iPhone the company isn’t doing great.
Except the Mac. And the iPad. And Apple Music. And Beats headphones. And Apple TV. We’re running out of products that compete well without the iPhone.
Competing hard against specialized players with a lot of skin in the game will become more of a necessity.
The BS meter peaked on that one. It wreaks of such manure. Nearly every paragraph of Bershidsky’s missive is misguided, highly suspect as to intent, not factually correct, and, in the end, says nothing about in a post-iPhone future. iPhone is here to stay until something better takes its place.
Wanna bet that Apple will be on board when some new technology arrives?