360M subscriber? I doubt this number, subscribed to what?
People who say Apple is doomed, its not going to happen in 6 months...its an "eventually" in the near future. 5-7 years. This scenario happened in other markets. No one imagined a cellphone market without Nokia, or videogames market without Sega, or the whole Japanese electronics manufacturers become no names! Its all about the Samsung and LGs now!
I am not saying its going to happen but if Apple keeps neglecting the Mac, rise the prices of the iphone, and investing in singing in the car tv shows... yes it will happen. It happened to the Commodore, Compaq, IBM...they all left the market.
Here’s what I believe will happen.
Apple is clearly transitioning to wearables. The Apple Watch will eventually gain independence from the iphone and form its own ecosystem of connected wearables.
The Mac isn’t going anywhere, but it will become more niche. It’s price and refresh cycle will continue to increase to reflect the role that Apple is content to let it play, as they devote more resources to focus on other areas such as wearables.
As such, I maintain that Apple will succeed precisely because they are willing to neglect the Mac, not despite neglecting it.
Meanwhile, the ipad continues to gain more functionality as Apple continues to position it as the general purpose computer for the masses.
People will hold on to their iPhones longer, but that will be compensated by people spending more on wearables (Apple Watch, airpods, AR glasses, smart clothing even?).
As for self-driving cars, I suspect Apple isn’t so much aiming to sell their own cars (Tesla has shown that there is a limit to how much people are willing to pay for a high-end electric car), and this market is not big enough for Apple to make it worth their while. Rather, I believe Apple will enter the autonomous, ride-sharing market, meaning they are gunning for a piece of the country’s infrastructure, not just selling a few cars.
I think we all know what Apple is up to. What we disagree on is whether what Apple is currently doing is the right move for them to make in the long run, or if will result in their inevitable decline.
Time will tell, as always.