I feel like I've seen a 100 articles about how important China's market is to Apple. This is sale of hardware and China is almost less than 1/3rd of the Americas for them.
pic.twitter.com/pQwmlaWIiL
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They’ll be non competitive with no market share in China in <5 years.
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Same reason Blackberry and Windows phone died. Most tech markets have a big winner and a first follower. Play out this string and Apple will be neither in a few years.
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Yeah but Apple has been defying that for decades. I know what you mean (network effects) but by that logic android is dead in the USA because it has 41% market share to apple’s 50%+
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