Tim is as interesting and exciting as a wet rag, but Steve must have known there was no one who could really replace him. I’m not saying he was some kind of God, but I’m sure he thought there was no one else like him. Thus, he installed a supply chain master who could keep the business running.
Tim Apple’s Apple is boring, but I think that’s necessary. It’s building up the coffers to do something different? We’ll see if that actually happens.
I dunno - it feels like a good type of “boring”.
I have come to accept that the iphone business is not about adding new, groundbreaking features every year that is geared towards pushing the entire iphone user base to upgrade on the spot. It’s expensive, wasteful, and just not sustainable in the long term. Nor is Apple capable of manufacturing that many iPhones to sell anyways.
Instead, apple products are about ongoing refinements that include a handful of new features every year. By itself, longer battery life (via Promotion, A15 and larger battery) and better cameras don’t seem like much, but they are nice improvements nonetheless.
Then you have the overall cost of iphone ownership actually decreasing despite higher iphone prices due to strong resale values (due to improved durability of iPhones and longer software support) and the prevalence of more financing options.
At the same time, the entire ecosystem is built to allow Apple to continue to earn from existing iphone users via the sales of accessories, apps and services. So Apple doesn’t need people to keep buying iPhones, they just need them to keep using them.
So bit by bit, Apple is removing the reasons for choosing android phones by eventually offering features that android users like to boast of having had for some time now, while also doubling down on things like power management, durability, software support and the overall stickiness of the Apple ecosystem (which the competition can’t match). And their sales numbers show that all this is resonating with the end user.
You don’t see this sort of thing being discussed enough in forums like this where people are more wont to obsess over how many megapixels a smartphone camera has. It just feels like an entire thesis could be written on how Apple is pulling away from the competition by sticking to the fundamentals of business, while the competition is imploding despite apparently offering you more features for your money, because they are overserving the market by either rushing them to market or packing these devices to the gills with extra functionality that people don’t want or need.
It’s just all very fascinating to watch play out in real time, and I think Tim Cook has a stronger business acumen than people give him credit for.