Saturation comes now in the verge of an economic slowdown that will clear the way for the next big revolution. And someone will surely bring spot the opportunity 💡
It may just not be Apple.
Data enabled #AI 🧠🤖means that "smart" will reach everything and everywhere, not just the "smartphone". That's the next frontier.
The iPhone was a huge money maker. This is 1000x bigger.
The massive profit generated by flawless execution in ONE industry for 10y cannot distract from the real opportunity: the whole world GDP.
I think the ace up their sleeve is their silicon, the “A” series and “Bionic” chips for local inference and edge computing. They seem to be killing it in ARM and everything will need one of these.
A pivot to services is happening, but it needs to be faster and Apple needs to learn to #cloud fast. AMZN, GOOG are already there.
I think that’s their play. And I think Amazon and Google (maybe MSFT) are better positioned for that.
TL;DR I don’t think the problem is with iPhone profits. They still dominate.
One of those happened to become the cornerstone of a world changing revolution. And they surely milked it.
But I don’t think the next big thing is a product, but intelligent services. Others are better.