> Sure Apple sells the Mac Mini. But the entire Mac line is only 10% of Apple’s revenue and most of that is laptops
The 10% figure is spot-on and that really threw me - I was expecting something like 25-30%: https://www.apple.com/newsroom/pdfs/FY22_Q4_Consolidated_Fin...
It’s unnerving that Apple is effectively dependent on a single product line to subsidise everything: Apple Silicon must have cost tens (hundreds?) of billions of dollars to get to where the M2 chip is today (including acquisitions) - but it only exists today all because of the A-series SoC in the iPhone: without the iPhone Apple would likely be still dependent on Intel for Mac chips.
The iPhone isn’t going away any time soon - but when/if that day comes, Apple is going to be faced with having to maintain all those iPhone-originated projects with no easy way to walk them down (e.g. switching from Apple Silicon back to Intel - or stock ARM - is going to damage Apple’s credibility for years). I’m concerned Apple might be painting themselves into a corner by continuing to shed businesses it isn’t interested in that might be a useful lifeline in a post-iPhone world, like their XServe hardware - or even their MacPro workstations: Apple has seemingly intentionally priced themselves out of reach of smaller and indie creative-types - while at the high-end (movies, etc) the great migration from FCP-on-Mac to Avid-on-Windows took place almost a decade ago - and the lack of PCI-Ex GPUs in the 2023 M2 MacPro is further evidence, to me at-least, that Apple is increasingly uninterested in the Workstation market - which leaves them with less access to trend-setting professionals - which erodes their ability to compete, long-term, imo.
Intel killing-off the NUC is unfortunate, but ultimately is not Intel’s core business (chipmaking) which remains their priority. I don’t blame Intel for doing that; but it would be the same thing if Apple killed-off their Mac Studio line (they even look-alike): it isn’t their (current) core-business - but as Apple sheds - or neglects - its old core-businesses (i.e. computers) it leaves them with fewer contingency options.