I kind of wonder how they're collecting their data. If you look at nice pretty fractions that you quoted, nothing matches up that perfectly in real statistics. Their estimated margin of error is also missing from the article. Anyway it is pretty insane, but I see this as a pretty graph rather than a detailed analysis.
This is not highlander.
I never liked making innovation a completely comparative thing where it's an issue of staying one step ahead of the other guy. I don't know whether you meant this or not, so don't take it as an attack. Even if they were the only one manufacturing, without measurable improvements, they will top out on growth as replacement cycles lengthen, especially in areas where the iphone is not subsidized.
You brought up something interesting. Their focus seems to be on their star products. They seem to be selling about as many as they can produce and ship. At what point does Apple look at how they could improve sales on other existing product lines that may not be meeting their potential. I realize that the iphone and ipad generate the most profit, but assuming their manufacturing is at capacity much of the time, how much further will it take them pushing that one avenue? I should note that this is grossly oversimplified. I just don't feel like spending a long time writing a response that will be buried quickly.
