Is Apple losing it’s edge or has the media gone over it?
Has Apple’s pace slowed?
I did some research and I’m not sure it has
Apple I and Apple II (1976 & 1977)
Newton (1987) ??
Power PC (1994)
By my accounts that shows that Apple release a innovative/disruptive product about every 3 to 7 years.
They seem to still be on pace if they release an iWatch or Apple Television (or both) in the next 3 years.
I think to innovate it takes time
Apple has products in development and testing for years. they seem to be thinking ahead while most others have been content to “see what Apple’s does” and then follow.
I could be wrong, but it seems like competitors started rushing out “smart TV” once Apple had announced the Apple TV and rumors began about an Apple television.
The iWatch, with the exception of the Pebble, seem like a similar thing.
Now it feels like someone is announcing their new smart watch every week.
The trouble is most of these rushed products feel half baked and that really isn’t surprising.
Cook says, “The only thing we’ll never do is make a crappy product.”
Apple losing it’s “edge”
Woz said in a Bloomberg interview that he feels Apple might be losing it’s “cool guy” image.
Also, said Apple has so far been able to keep it’s power to determine the course of consumer electronics even while facing growing competition
Also said he thinks Apple should open up the iTunes ecosystem and let Android and Windows phone owners use the iTunes media-management software.
Cries for Apple to compete on price
This seems to be an old and log standing argument.
Why doesn’t Apple sell a sub $500 PC? Why isn’t there a cheaper iPod, iPhone, iPad?
Cook addressed this at the Goldman Conference
On the lower cost Mac, he said they looked into making a product at that price point that met Apple’s standards and couldn’t so they didn’t do it. So they made an iPad.
The driving force is not price point and never will be.
The marketshare debate rages on
This idea that Apple has “limited” their opportunities by ignoring low priced market segments
Cook seems to not see the limits since the markets we are mostly talking about, smartphones and tablets, are segments with massive customer growth.
The smaller percentage that Apple targets has the same exponential growth
Plus, Apple has extended to the more price conscious segments by offering prior models at lower prices and that seems to be working
The iPhone 4S was the 2nd best selling smartphone handset worldwide last quarter. Apple shipped 17.4 million units, about 8% of total global smartphone shipments for the quarter. (Strategy Analytics)
Who are these companies that are out innovating Apple?
Google Glass and Android
I think the idea of a single tablet/desktop OS is interesting
At the same time Microsoft seems to have failed to prove the concept in it’s first execution
I personally feel with the very rare exception, and I actually have a hard time naming a recent one, that most competitors are releasing “me too” products.
Why it all doesn’t matter
Not all customers are equal
There is a good reason why Apple’s marketshare doesn’t correlate to it’s profit share. It’s culture, employees, products, and customers are “different” from it’s competitors.
And not “different” elitist, just a different market and different customer.
Apple knows that it can stay with it’s core competencies and always be successful.
They don’t need to crush the competitors in the lower end space and as a matter of fact are better off letting them thrive there. Apple knows there is enough market, and more importantly, profit to go around.
On innovation, when in the past 37 years has Apple failed to innovate?
OK, that time in the 90’s but we all know why that happened and I see no part of Apple’s current executive dream team that would give rise to a repeat of those dark days.
Where I think Apple IS behind
I think the place to be critical of Apple is not where they are perceived by outsiders of failing to take advantage of some missed market opportunity, but to be critical and concerned about where they may be failing their core customers or core ideals.
As Dave Sparks pointed out in his piece, iCloud has yet to realize most, if any, of it’s potential.
Document integration is arguably it’s weakest link
Languishing Apple Apps
iLife, iWork, Pro Apps
All seem to be on really slow cycles
Is Apple just spread too thin.
The fact that the Mac Pro hasn’t been really upgraded since 2010 is egregious
I feel either get on with it or cut bait. I think Cook see the consumer market as the future so why string Pros along?