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Here’s a thing about “Laptops versus Phones”. The Phone is the computer for everyone around the world now. Laptops (and desktops) are specialized devices for work. About 400M people really use/need laptops for work. That’s what M1 is for and why Apple does not need to stress about pricing like it did in the 1990s — essential tools for highly paid information workers are worth the money.
The number of laptops won’t grow, but it is likely Apple will continue to take share from Windows (as will Chromebooks). At 275M units a year, laptops are big but serving this base of 400M. Phones serve everyone including them. That’s where software innovation is for masses…
Apple, by virtue of being vertically integrated, raced ahead. Because of their units and revenue/R&D investment they are in a globally unique perspective. Today, Qualcomm is closer to Intel than it is to Apple Si/Ax/Mx.
Via: Medium.com
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