Originally Posted by marubeni
Interesting. That would put the Mac profits at around 6% of the total, so I am within a binary order of magnitude. As for the iPad, it is a growing business, which is worth a lot, and I would not be surprised if it were to supplant the Mac Book Air business (if the rumors about the iPad pro are true) in a couple of years. I wonder if the iPad gross margin estimates also take account of the cut of LTE subscriptions that Apple presumably gets (I am guessing that a relatively small number of iPads are LTE-connected now, but that fraction is growing. By the way, it is curious that Apple does NOT offer LTE on the MBA/MBP, although at least some of the competition (Lenovo for sure) does.
1) I'm not getting where you get 6% of Apple's total profits from but note that's you're now saying it's double what you were stating earlier. Could you show your work for all the categories JeffDM
2) If they do get any carrier cut from carrier-connected iPads it's surely very minimal and unlikely to even be a blip on the numbers we're talking for their caterogies.
3) I think most of us here have longed for cellular connected Mac notebooks for years and despite some old, non-fucntioning PowerBook prototypes that somehow leaked to eBay years ago Apple doesn't seem like they want to do it. For me, in 2014, I probably wouldn't pay the extra $10/month on top of the $130 charge for the HW just to connect when my iPhone and iPad can become a personal hotspot with minimal effort. My use case is maybe once every week or two, but I'm sure there are plenty that would use it but if it wasn't a good fit for Apple years ago I'd think it's even less of a fit now since so many can use a personal hotspot. Perhaps if they found a way to piggyback on the other antennas in the Mac and use a small PCIe card that can be bought after market, but that is what I wanted years ago back when they had something similar with first AirPort cards in PowerBooks.
4) I think the rumour of the 12" MacBook makes more sense. I think 11", especially with a 16:9 aspect ratio, doesn't make much sense, and an 11" and 13" MBA with a 13" MBP doesn't make much sense now that the MBPs have eschewed the ODD and 2.5" HDD/SSDs. I think a single 12" MBA would make the most sense in that category to help differentiate form the MBP line. I am not sure about the larger iPad. I can see some use cases but I'm not sure how they would "grow" the UI since making the pixels larger and/or enlarging the UI elements won't work or look as good as it does shrinking them like they did with the iPad mini.Edited by SolipsismX - 1/12/14 at 4:59pm