Daily Productive Sharing 1209 - Apple Innovation and Execution @DPS Main

Create: 2025-04-03 Update: 2025-06-30 12:40:52

Daily Productive Sharing 1209 - Apple Innovation and Execution

Benedict Evans 认为 iPhone 多年来销量趋于平稳，而之后推出的 iPad、Apple Watch 和 AirPods 同样表现平淡。近期的 Vision Pro 和 Apple Intelligence 的表现更加堪忧：

1. 自从 iPhone 发布以来，苹果确实创造了三个创新且重新定义品类的产品：iPad、Watch 和 AirPods。

2. 而且，从商业模式上看，无论是 Watch 和 AirPods，还是服务业务，本质上都是围绕 iPhone 用户展开的“附加销售”。如果把它们合并来看，大约一半的苹果营收来自 iPhone，另一部分（约三分之一）来自 iPhone 的延伸产品——也就是说，苹果 80% 的营收都围绕 iPhone 打转。

3. 苹果最终放弃造车，是因为它意识到，尽管可以造出一辆很棒的车，甚至在某些方面做得更好，但并没有足够的空间去做出根本性不同、真正解决市场尚未解决的问题的产品。

4. 苹果手头现金充裕（目前拥有约 1400 亿美元的现金，仅在 2024 财年就通过回购和分红向股东返还了 1150 亿美元），理论上它可以收购或打造很多东西，但这并不意味着这些项目一定适合它。

5. 问题在于，苹果究竟还能在哪些领域，真正改变那些“基本问题”？

https://letters.acacess.com/daily-productive-sharing-1209/

DPS Main

一个 Apple “fan boy”的信仰坍塌： 1. 订了一台 Mac mini，结果送了两台来； 2. 主动提出送还错送的Mac mini，联系了半天，第一次收到的链接打不开，第二次收到的 return label 是过期的； 3. 自己送到 Apple store，结果店员以为是退货，反复说明才给退换； 4. 配送正确的这台 Mac mini 用了不到一个月，所有的雷电接口失灵； 5. 2月10日送去 Apple store，都无法插鼠标键盘进行检修。只能更换主板及前 USB 小板。当时的…

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Daily Productive Sharing 1209 - Apple Innovation and Execution

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Benedict Evans believes that iPhone sales have plateaued over the years, and the subsequent launches of the iPad, Apple Watch, and AirPods, while innovative, have shown only modest commercial performance. More recently, Vision Pro…

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