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Apple in 2019 and the future of PCs



Over the past two decades, Apple has been able to exert its fast and innovative ability to capture its existing technology and create new computing modes that retain its influence over the most commercially successful and strategically important markets.

Source: Statistica.com

Apple's Innovative Growth in the Legacy of PC Stagnation

IDC, Gartner and other companies have tried to minimize Apple's real position in the PC industry, sales sales charts like the one above, making it Looks like Apple is just a small player in the computing industry dominated by HP, Lenovo, and Dell. These are created by setting up each computer that these other vendors build and comparing them only with Apple's Mac-branded systems, especially leaving iPads.

However, the reality that Apple's unique ability to take its conventional Mac platform and simplify it to the more approximate and widely applicable iPad has paid off dramatically in both the consumer and business markets.

It's also something that PC rivals haven't managed to do. Apple has sold 61

.74 million iPads and Macs over the past four quarters, leading it into PC device shipments, ahead of second HP's 57.16 million PCs shipped.

Apple not only created the only commercially successful table, but also maintained its Mac sales while PCs shrunk

. But Apple has also gained greater PC revenue and profits so it can invest billions to radically improve its own MacOS and IOS platforms and develop custom A12 and T2 silicon that enhances and separates its offerings. In the future, Apple's higher sales of computer sales, revenue and profits from PC sales will continue to make it easier for Apple to innovate in the computing area while HP, Lenovo, Dell and others will continue to stuck and wait for Microsoft and Intel to survey their futures. Over the past decade, WinTel has failed its hardware partner, with no sign of a turnaround on the horizon.

The ARM processors, which are likely to flow to an increasing number of PC devices in the future, are not held back by Intel, but no other manufacturer, except Apple, benefits from the great economies of scale that iPads contribute to mobile chips. So while Apple will be able to exploit its existing high-quality production of high-end ARM processors for iPads, PC and mobile makers will start from scratch, fragmenting the PC processors market and diluting Intel's existing x86 economies of scale.

  A11X Bionic

No one else sells premium tablets in volume. Apple's iPad ARM chips turn off economies of scale that once-powered x86-PCs

An honest thing that you can see from the chart is that demand for conventional PCs has fallen dramatically over the years since the iPad appeared, with worldwide transfers with about 25 million units quarterly. This is partly due to the fact that conventional use of PCs has been replaced by smartphones and other mobile technology. But certainly they are about ten million iPads that Apple sends every quarter also eroding that demand. Keep in mind that Apple's Macs do not have the same fall in sales, which means Apple is actually able to target PCs with iPads, and doesn't pursue a strategy to wean their Mac users on iPads.

Apple is currently pursuing a strategy that positions iPads as its available, affordable entry level computing product; iPad Pro as a higher version of the same data model; Macs as their well-known but increasingly iOS integrated version of conventional computing; and Mac Pro models that deliver the advanced version of the Mac experience. Pundits seem to be confused by why they can't connect a mouse or a hard drive to an iPad, but consumers seem to have figured out which products best suit their needs and have no problem buying them.

Microsoft's surface unable to say "no"

So who's worried about PCs when the world enters 2019? Absolutely Microsoft, which has proven incapable of moving beyond the ordinary PC in either smartphones or mobile tablets or other form factors. The PC platform shrunk twice as Apple's iPad grew, and its own hybrid vision computing surface has been flat for a decade on a number just about a twelfth of the revenue Apple generates from its range of non-cellular computers.

But the Surface series contains so many different experiments. Microsoft does not seem to say no-that the cost of developing and maintaining all of these SKUs is significant and crushing any hope of profitability. It makes Surface a surplus sync, a distraction from things Microsoft could do.

Microsoft spends a lot of money to look cool, but does not create a viable business

It is the many types of projects that Jobs interrupted when he took over Apple in 1997, but today's pundits require Apple to note whimsical things being done under the Surface brand and following Microsoft, instead of pursuing the strategies that Jobs used to turn Apple around. Since 2011, Tim Cook has been pursuing the same strategies to dramatically increase Apple's sales, even though the industries around it continue to slip sideways with disruptive resources.

Chrome OS, Android and ARM

Similarly, Google has shown that it has no real insight into building a PC platform, and Chromebook and Android have both not delivered a regular PC, a modern mobile tablet or Another hybrid experience that some customers will pay for. All that has been done is to spend tons of money building devices that no one buys: Chromebook Pixel, Nexus 9, Pixel C and PixelBook have all been flops.

Everyone else in the PC industry is lined up behind Microsoft and Google and is waiting for one or both of them to provide the software needed to run the hardware. They are also waiting mostly for Intel to give the silicon power. The effort to move conventional computing to ARM chips, where there is more competition, has suggested the potential for a new wave that drives PC demand. However, the overall interest in PCs is clearly diminishing despite recent attempts at ARM laptops and netbooks, and Apple is ahead of anyone else in developing custom ARM silicon to drive the next generations of PCs.

Clearly, no one wants "Google's best in a laptop or tablet"

It is also worth noting that a significant movement from PCs to ARM processors will be at the expense of fragmentation of the Windows platform. These expenses will be incurred by software developers trying to target multiple platforms, as well as two sets of chip designers-Intel and ARM spending resources to build the future of Windows PCs. On Apple's side, the differences between Macs and iPads are narrower, both for developers like Apple are preparing to introduce the ability to include iOS AppKit apps for Mac, and for chip development as Apple moves more of its proprietary T2 silicon silicon technology and as the Ax architecture is approaching the point where Apple's own SoCs will have the ability to connect to Macs.

Isn't it curious that Apple in 2019, a decade after the iPad launched to celebrate bitter naysayers, Apple has continued to increase its Mac sales while building iPad in an equally large business? And yet, everyone can pundits think about how Apple desperately needs to choose between them, pontificating on how Apple should either give up Mac or turn iPads into a Mac to move Mac users to iPads, or some equally bizarre advice that doesn't make sense at all.

Meanwhile, they saw nothing but great potential in Google's parallel errors in Chromebooks and Android tablets, and still see some glimpse of Microsoft's stagnant surface hobby and a new crop of ARM Windows machines. Microsoft is in it for a long time, they insist, just as Microsoft said it was for Zune and Windows Phone. The reality today is that Windows has never been less important and is becoming increasingly irrelevant every year, even though Microsoft continues to expand its support to its users on IOS and Mac.

It doesn't matter if the pundits refuse to recognize this. However, it is important that Apple supports broad industry support for building custom iOS software, which is soon easy to port to the Mac as well.

Although nothing would change over the next ten years in terms of market share, Apple's Mac and iPad businesses would continue to generate nearly half a trillion dollars in revenue for Apple, while supporting the development of high-end silicon , OS, development frames and apps. Windows stays in maintenance mode, gets occasional patches that market forces drive Intel chips and Windows development slowly into a crawl.


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