This is just Apple saying "We own all user compute now". Yeah you guys can fight over data centres. But every device that a user physically has will be an Apple device. They've now got the full range of price points from low cost to prosumer, and they've got the software stack to back it up so you can have your sales staff running neos logging in to their CRM, engineers running their Mabcook Pros.
It's kind of insane the advantage Apple Silicon has brought along with the brutal price competition PC sales. The only question I have is whether this touches the sides. That is to say - they sell a billion iPhones, is the consumer laptop and low end business sales enough to bump the numbers. They're thinner margins, and that market has to some extent been on a downward trend (which is why the stock market is running to data centres where the compute actually happens).
It's kind of insane the advantage Apple Silicon has brought along with the brutal price competition PC sales. The only question I have is whether this touches the sides. That is to say - they sell a billion iPhones, is the consumer laptop and low end business sales enough to bump the numbers. They're thinner margins, and that market has to some extent been on a downward trend (which is why the stock market is running to data centres where the compute actually happens).