In its first year, the Mac sold just 372,000 units. PC clones were reaching two million units, or six times the amount of sales of the Mac. And things got worse from there, climbing to a vertiginous 60x by 2004.
Now, though, according to everybody’s favorite Apple analyst and Christopher Walken soundalike Horace Dediu, the gap has dropped to just 2:1 – if you count iOS in with OS X.
Android's scraping the bottom of the barrel when it comes to attracting new rubes.
According to the latest data from comScore, Android might have peaked. Meanwhile, iOS is still going strong.
New smartphone users — individuals trading in their own feature phones for their first touchscreen, Android’s core constituency — are at their lowest level since 2010: just 300k new smartphone users a week in the last quarter, compared to 1.5 million in November.
It gets worse for Google. Android added the fewest number of new users than it has since 2009. It’s effectively an all-time low for Android growth, which, as Horace Dediu points out, equals four straight months of decline.
The iPhone is almost off the chart, and despite strong Mac sales, iOS is easily beating it. Graph Horace Dediu/Asymco
It’s amazing what you see when you look closely at numbers, and super-analyst Horace Dediu of Asymco looks closer than most. Parsing some of Tim Cook’s keynote speech at Goldman Sachs earlier this week, he did some digging came up with the incredible graph you see above.
The conference circuit is hot. Once the domain of nameless geeks to commiserate on why they can’t get dates, tech conferences now showcase high-profile CEOs, serve as the backdrop for big deals and are the new sign that you’ve made it. The latest addition to the list is an independent analyst with a reputation for keeping his wits about himself amid Wall Street’s Chicken Little routine.
Apple might not have more money than God (yet), but come the end of this quarter, they are likely to have so much cash flowing from their coffers that, if they had a mind to, they could buy the entire mobile phone industry.