Re:Ask HN: When is Apple's EV going to be released?
by Spooky23 on Monday September 06, 2021 @10:06PM
(#28440069)
Apple historically has been a tiny player in terms of share. They are able to punch over their weight and be profitable making hardware. The original iMac, at the company’s nadir, was the #1 computer model, which gave them supply chain advantages in the market.
The other thing is that while Dell is stuck with Windows, Apple owns a few platforms. They sell cheap iPads as their entry product.
You may not like the strategy or the particulars of it at a given time (ie shipping a defective keyboard for years for inscrutable reasons), but they have a differentiated strategy because that’s what makes sense to them. They are not a commodity. Dell, HP, Lenovo can’t do that because they are merely a channel for delivering Windows - just like Exxon or BP are middlemen brokering gasoline, the only way to make more money is to ship more stuff.
The other thing is that while Dell is stuck with Windows, Apple owns a few platforms. They sell cheap iPads as their entry product.
You may not like the strategy or the particulars of it at a given time (ie shipping a defective keyboard for years for inscrutable reasons), but they have a differentiated strategy because that’s what makes sense to them. They are not a commodity. Dell, HP, Lenovo can’t do that because they are merely a channel for delivering Windows - just like Exxon or BP are middlemen brokering gasoline, the only way to make more money is to ship more stuff.