• Drew BeckDrew Beck, 4 years ago

    Agree. Also they're losing the optics of walking into an office and seeing a sea of Apple displays, something that I think really cements Apple's place in ppls minds.

    I have a really hard time seeing the upside of getting out of the display business for them, unless displays were secretly bleeding them dry, which seems very unlikely, or they have some magical post-display future up their sleeve.

    Here's another framing of the problem: what display will Jony Ive have on his desk in 5 years?

    2 points
    • Jrtorrents Dorman , 4 years ago

      Perhaps the margins weren't that good ?

      0 points
      • Marc EdwardsMarc Edwards, 4 years ago

        Comparing their displays to other companies with similar offerings… I think they were doing okay.

        3 points
      • Drew BeckDrew Beck, 4 years ago

        This seems like it would matter if Apple was struggling financially, but they're still wildly profitable.

        0 points
        • Jrtorrents Dorman , 4 years ago

          Think about it, the effort it takes to produce an iMac is quite similar to a standalone display (sourcing, actual production, transportation & other logistics etc) except it has lower margins.

          If you have limited capacity you like Apple does, you're better off focusing on products with higher margins.

          0 points
          • Marc EdwardsMarc Edwards, 4 years ago

            “Limited capacity”?

            0 points
            • Jrtorrents Dorman , 4 years ago

              They need to source materials, transport and get people to work on the actual production. The capacity to do that not unlimited.

              If you have two products but one brings in more profits for a similar effort, you have to decode. It's just a hunch btw.

              0 points