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OSX is less than 1/7th of the desktop OS market, and iOS is slightly over 1/4th of the phone market; the major cloud companies are the largest consumers of desktop and server scale CPUs, and buy mostly AMD with some Intel only when cluster compatibility requirements apply; when it is non-x86, it is a mix of things that do not include any Apple ARM offerings but do include larger scale higher performance ARM CPUs and some POWER as well.

The most used architectures of any kind (including embedded, industrial, and automotive) are MIPS, then ARM, then POWER/PowerPC, then x86. Apple is a tiny player in the overall ARM market, and by hyper-focusing on desktop and phone alone, they are giving up important opportunities to diversify their business.

At no point does "Apple will have plenty of customers" make sense in a context where Apple is a $2.45T company: either they have a large majority of possible customers in multiple industries at multiple levels, or reality is going to come crashing in and drive them back down to sub-$T levels. You cannot convince a company that only has a net income of $22B a year is worth that much, no matter how much "goodwill" and "brand recognition" and other nonsense intangibles they have. Steve Jobs died exactly ten years ago on Oct 5th, and the RDF died with him.



You are forgetting that GNU/Linux desktop will never happen, it is always going to be Windows or macOS for 98% of the world.

Even if we take ChromeOS and Android into account, ChromeOS is largely irrelevant outside North America school system, and Android will always be a phone OS.

In both cases, the Linux kernel is an implementation detail.

So that leaves Apple with its 10% market share for all creatives, which someone has to develop software for, and iOS devices, which also require developers to create said apps.

Everyone else will stay on Windows as always.


Apple's net income is not $22B a year -- that's way off.


Sorry, I meant per quarter.


Also not really sensible as a basis for arguments about the valuation of the company, as their business is seasonal.




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