AI Summary:
Apple’s first-quarter earnings report revealed a mixed performance. While overall sales increased by 4%, iPhone sales showed weakness, particularly in China, where they declined by over 11%. CEO Tim Cook attributed this partly to the lack of Apple Intelligence in China and inventory changes. However, the Mac, iPad, and Services categories saw significant growth, with Services up 14% and both the Mac and iPad up 15%. The company reported $36.33 billion in net revenue, a 7.1% increase from the previous year.
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They’ve been doing big things with the Mac lineup in recent years. Macbooks, both Pro and Air, have gotten major design shakeups and improved processors. The Mini just got a new design and hardware as well. Oh yeah, and they’ve officially ended the 8gb minimum RAM so that’s a big boost to new purchasers.
Meanwhile the iPhone has hardly changed for numerous generations now. All they really do is shuffle the camera bumps around and add in AI that nobody asked for. I have an iPhone myself but it doesn’t exactly spark much joy for me. It is a very sterile, unenthusiastic device and I get that impression from every one of their recent models. They are stagnating badly, imo. My 14P still has 100% battery health and loads every single app practically instantly. Why the hell would I get a new device? Especially when they are like $1,000+
I’d attribute this growth to the looming deprecation of Windows 10. With the decision to move to Windows 11, many orgs are replacing them with Macs. On the consumer side, the M4 is seen as worthy upgrade for those already on the earlier M chips.
I have not heard of any orgs replacing windows with Mac. This is for consulting and IT. To my knowledge, it is still something only available to execs and higher management. What sector was this for?
Some fanboys have been buying 192gb macs for AI. It’s one way to throw money in the bin
192GB RAM? I can see how it’s convenient for really fast cached storage, or temporary, if we ignore the price.
Practically I’m not sure why people would need anything above 24GB. Especially with Apple prices.
If it’s for AI, loading huge models is something you can do with Macs but not easily in any other way.
I’m not saying many people have a use case at all for them, but if you have a use case where you want to run 60 GB models locally, a whole 192GB Mac Studio is cheaper than the GPU alone you need to run that if you were getting it from Nvidia.
So the lack of apple-branded AI Slop is slowing down the sales for iPhones but not for Macs?
Edit for clarity: I’m aware sequoia “has” apple intelligence but in a borderline featureless state, so it’s as good (or as bad) as not having anything.
