http://events.apple.com.edgesuite.net/13pijnewvpihjbhvb01/event/index.html

There are those (even a few professional analysts) who argue that the correct way to view this is not that Mac sales declined, but that iPad + Mac sales increased by 30%. In fact, if Ballmer is right and tablets are PCs, Apple is now the largest PC manufacturer in the world by any measure.

man-bear-pig said: famousringo said: Euphoria14 said: To think people think iPhones are losing popularity. Growth does seem to be slowing. Western markets are starting to get saturated, and Apple's business model isn't well suited to the pre-paid contracts that dominate developing countries. Growth rates of 20-30% might be what we can expect from now on unless Apple changes strategy, and I'm not sure a different strategy will offer more profit in the long run. But selling 135 million phones in 2012 is okay, I guess. They need to ge the iTV to the market. That'll give them a good significant boost if they get it right. Also, perhaps a cheaper iphone for LEDC's...but im not too sure about that. If rumours are to be believed, there'll be a new iPhone in May/June with a larger screen available in a wider range of colours...that could be a big winner!

the bolded part would be just too funny after their adverd talking about the perfect size and about common sense as if other companies using bigger screens would be stupid^^

The other mitigating factor is that Apple just refreshed much of their computer product line.  Normally this should boost sales, but in this case they had shortages and production delays, especially for the new super thin iMac.

man-bear-pig said: famousringo said: Euphoria14 said: To think people think iPhones are losing popularity. Growth does seem to be slowing. Western markets are starting to get saturated, and Apple's business model isn't well suited to the pre-paid contracts that dominate developing countries. Growth rates of 20-30% might be what we can expect from now on unless Apple changes strategy, and I'm not sure a different strategy will offer more profit in the long run. But selling 135 million phones in 2012 is okay, I guess. They need to ge the iTV to the market. That'll give them a good significant boost if they get it right. Also, perhaps a cheaper iphone for LEDC's...but im not too sure about that. If rumours are to be believed, there'll be a new iPhone in May/June with a larger screen available in a wider range of colours...that could be a big winner!

Honestly, even if Apple solved the content problem and blew the TV market apart with an iTV, it would be a pretty minor success compared to all their other products. People buy one, maybe two TVs per household and keep them for a decade. Just doesn't compare to tablets and phones where the potential is one device per person updated every two or three years.

I'm pretty sure Apple is just going to keep developing their existing Apple TV and it's main goal is going to be to enhance the value of Apple's other devices and content services.

but ipads are way cheaper so if mac+ipad would be +-0, it would be a huge decline in revenue. i don't think you can put that so easy together, it surely is a factor but not that easy in my opinion.

not sure how revenue of software looks like for every sold mac or ipad but that is surely also a factor.

APPLES OFFICIAL PRESS RELEASE:

Apple Reports Record Results

47.8 Million iPhones Sold; 22.9 Million iPads Sold

They could offer their older iPhone models. Why don't they do that? Apple isn't exactly known to make cheap products so I don't think they'll make a cheaper phone anytime soon.

Everything UP (a lot) except Mac and iPods.

You're absolutely right, per unit revenue is certainly lower for Apple, but Apple has never, ever had scale like this in the PC market. Furthermore, iPads actually enjoy better margins than Macs, at least so far. In fact, last I saw the average selling price of an iPad was around $550. It's probably lower now with the Mini, but that ASP is actually quite comparable to the ASP of a non-Apple PC vendor in the days when they still made netbooks.

Software is hard to say, since something like iWork may cost more on Mac, but I guarantee far, far more units are sold on iOS. It's the same gold rush that mobile developers are seeing. Per unit revenues are plummeting, but the scale of people actually paying for that software makes it all worthwhile.

Edit: Here's some dated information on ASPs, but it gets the point across. The ASP of PCs in 2011 was under $500:

http://www.macrumors.com/2011/10/20/nearly-all-apple-hardware-costs-more-than-the-average-pc/