Even if Apple’s growth soon slows, Apple already reaps a massive share of the industry’s profits. And if Apple’s growth doesn’t slow in the next year or two, look out. All of Apple’s competitors in the phone industry, save Samsung, are now starving for profit. They’re dying, all of them — HTC is breaking even and the rest are deep in the red.
The iPad is growing faster than the iPhone. The Mac already owns the $999-and-over market (where the margins are), and the iPad owns the tablet market (where the growth is). The PC market is quickly heading to where the phone market already is.
Microsoft Surface is not fundamentally about Microsoft needing to control the entire integrated product in order to compete with the iPad on design. It’s about Microsoft needing to sell the whole thing