Mac sales -10%
Net sales +2%
Operating expenses +15%
Net income -11%
Under operating expenses, R&D spending is up >$1 billion YoY
Mac sales -10%
Net sales +2%
Operating expenses +15%
Net income -11%
Under operating expenses, R&D spending is up >$1 billion YoY
It didn't make sense to wait several months when the M1 Airs are already great computers. If this was a common sentiment, they lost around $1500 from me alone, and perhaps a similar amount from many other people.
Not coming from an investor mindset - mostly because the new macs are finally great value for money again and well built, mostly designed with actual users in mind and thus surprised there doesn’t seem to be a real impact financially.
Can anyone explain or put forward an interpretation on the “why” behind this?
Base MBP with M1 Pro, 16GB RAM, 512GB SSD: $2,499.00
Minimum desired MBP with M1 Pro, upgraded GPU so you can get more RAM, 64GB RAM, 1TB SSD: $3,699.00
And that's just assuming we wouldn't have considered M1 Max chips. We are a smaller company but have had had to buy at least 2 "compromise" laptops that I know of due to lead time. I imagine larger companies are in a similar position so Apple is losing $1-2K per laptop just because we can't buy the one we want in a reasonable timeframe.
Not looking very bright for my next equipment upgrade season coming up...
Maybe simply people are not buying as many computers anymore.
[0] https://seekingalpha.com/article/4526269-amd-we-have-a-probl...
2. Everyone already bought a new one recently to work/learn from home
If you can’t make them you can’t sell them.
Intel macbooks are so goddamn hot that any dev I know envies the colleague with the M2 that has never such problems and whose laptop last an entire day with charging.
I would always choose my 2020 lowest specced M1-MBA over my highend specced Intel-MBP from 2017.
Not only are they hot, they are also loud. You notice when intel users join a video conference because of the constant fan-noise [1].
Not to mention that the constant heat comes with rediculous malfunctions over time.
I considered leaving the platform until the Apple Silicon CPUs arrived. I currently run a kubernetes cluster on my new MBP with 13 pods plus 2 dev servers for some Java BE and another for a web-FE - no fan-noise!
[1] at least those with a 13 inch MBP 2017
And I’m not an exception, you can find other people right in this thread saying “I had macs 10 years ago, went to windows, and the m1 was compelling enough to give it another try”. And while Joe Public may not be interested in the nuances of hardware specifications, those are the exact sorts of people macos is marketed to in the first place. The “happy bubblewrap os” that you decry is very popular among non-techies, and the techies respect the hardware.
I would ask why it's conceptually shocking that a wide performance gap at extremely aggressive pricing (for M1 MBA) could lead people to consider the product who otherwise wouldn't have - but a lot of people simply deny that entirely, despite the very obvious improvements in performance (this thing cranks indexing Spring libraries in intellij or doing builds) and battery life that self-evidently could not occur without the claimed performance benefits. There is a weird Alternate Facts Bubble / Epistemic Closure thing going on with a lot of people where the facts don't agree with their preconceptions so they're rejected entirely.
And sure, if your software isn't Apple Silicon-aware then you have a problem, but that's much less of a problem than people think it is. And M1 is such a performant platform that over time it will drive migration and that will continue to become even less and less of an issue - it’s a fast enough platform that If You Build It They Will Come. And it is already an edge-case for the most part.
For docker/k8s, in particular, just set up your NAS as a host. If you’re doing a build, Socket 2011-3 stuff has dropped heavily, a 2697v3 is $55 and 32GB rdimms are $50 a pop, or you can just slap some ram into an old Ryzen desktop or something. It’s not expensive to build yourself a much beefier machine than you could ever put into a laptop, and I work from home so latency will never be a realistic issue. I’m happy to work with it on the dev side to get the ide and daily-driving responsiveness.
Its sort of like Linux on the desktop - yup, if you aren’t interested in occasional debugging, changing away from generic x86 ISAs maybe isn’t for you and you probably will be better off with windows and a beige box from Walmart. But there’s a lot there if you will work with it.
There just is this primal shriek among a lot of the tech community - no, apple can’t be good! no, there can’t be a way to utilize it effectively within power-user workflows!. Like, the classic “apple fanboy” is a well-remarked phenomenon but there is clearly a group of people who are looking for reasons to pan the hardware because they don’t like apple and will grasp whatever straws they can find. The performance is a lie, no software will run on it, my k8s containers are x86 and cannot possibly be rebuilt with arm, no I can’t run those containers on my NAS… they’re digging for reasons not to do it. And the Irrational Apple Hater contingent is actually seemingly much larger than the Irrational Apple Fanboy contingent - this whole M1 saga has revealed that a lot of people hold latent negative oppinions based on the branding that they just haven’t felt threatened enough to reveal. Supremacy is very comfortable, it’s when that supremacy gets challenged that people start getting ugly about it, and x86 and commodity laptop hardware has held a very comfortable supremacy for a long time.
And you do you, but your consent is not required, it’s a good experience and it’s good enough that people are going to continue refining it to make it work. People will just move on without your approval.
FTFY
You're either disingenuous or are very uninformed
Long page, scroll down and you'll find stats for the past 13 years through last quarter showing the numbers for each product per quarter. Sales are, overall, up since M1/M2 were released. There have been other past quarters where there is a major drop in Mac revenue (and same with other products). The iPhone numbers show this with a much more pronounced effect, but that's essentially a single release date for all products whereas Mac products get released throughout the year so it's harder to observe without more breakdown (at least to laptop and desktop levels).
Macs have been like that for a while, though I went for the M1 before my previous machine was "worn out"