Whatever, the reasons, my mind keeps going back to the number — approximately $20 billion dollars of iPhones — roughly 34 percent of Apple’s total sales for the three months ending December 31, 2014. It explains everything about the company, its priorities and why it is starting to show signs of wear and tear across its other product lines.
Om brings up a good point—Apple’s focus is, and has been, on the iPhone for quite a while. Let’s not forget the record Mac sales over that period of time, though. Perhaps it’s the halo effect, but the Mac is doing better than ever.
Update: Om’s original article stated $20 billion, but it’s actually $43 billion.
This obviously means that Apple is doomed.
Has anybody compared Apple’s developer growth to Mac sales? I’d be surprised if that wasn’t a big part of the Mac growth.
I was wondering about the math … I read 69 million phones and $20 billion dollars and it didn’t make sense (ASP of $345). Om has since corrected his post … the correct number is an estimated $43.4 billion in iPhone revenue for the quarter alone. Wow!
I wouldn’t give too much credit to the halo effect when Microsoft has been doing such a crap job of renewing interest in Windows, but it will be interesting to see what happens going forward as Continuity features become more widely embraced.