Apple sold 156 million iOS devices in 2011, which is putting the company on pace to outsell its signature Mac. Still, Apple CEO Tim Cooks thinks the company can do even better.
Apple CEO Tim
Cook offered new ways of considering the success of Apple products during a presentation
at the Goldman Sachs Technology and Internet Conference in San Francisco Feb.
April 2010 introduction of the iPad, Apple has sold 55 million of the tablets,
Cook shared. Put in context, it took Apple three years to sell as many iPhones,
five years to sell as many iPods and 22 years to sell as many Macs.
Horace Dediu, plotting these numbers, put things still a different way in a
Feb. 16 blog post
: "The iOS platform as a whole
reached 316 million cumulative units at the end of last year," wrote
Dediu. "The iOS platform overtook the OS X platform in under four years,
and more iOS devices were sold in 2011 (156 million) than all the Macs ever
sold (122 million).
simply: In 2011, Apple sold more iOS devices than all the Macs it has sold in
suggested Apple could do better. While Apple sold 37 million iPhones during its
fiscal 2012 first quarter, said Cook, that means three out of four people in
the world bought something else.
according to transcript from Fortune
million is a big number. It was a decent quarter. It was 17 million more than
we'd ever done before. And so we were pretty happy with that. But let me give
you a differentat least the way I look at the numbers, which is maybe a little
differently than you do.
As I see it,
that 37 million for last quarter, represented 24 quarters of the smartphone
market. So there's 3 out 4 people that bought something else. And it
represented less than 9% of the handset market, so 9 out of 10 people are
buying something else. The smartphone market last year was a half a billion
units; in 2015, it's projected to be a billion units. The handset market is
projected to go from 1.5 billion to 2 billion units. And so when you take it in
the context of these numbers, the truth is that this is a jaw-dropping
industry. It has enormous opportunity to it, and so up against those, the
numbers don't seem so large anymore.
Cook went on
to explain that what does seem large is opportunity, which Apple has quite a
bit of in emerging marketsin particular, Apple has been "very, very
focused" on China.
China] we've had incredible success with iPhone," said Cook. "Over
the past few years, we've gone from a few hundred million dollars of revenue in
greater China, to last year $13 billion. So we really have been focused on
trying to understand the market there and then taking those learnings to other
business in China has of course been the source of protests from consumer
groups, which have asked Apple to insist on changes within the factories of its
partner Foxconn, after The New York Times
and other outlets, reported extensively about the at-times-fatal conditions
faced by workers in the factories.
Cook began his
speech by addressing the matter, adding that he not only had experience in
factories as an executive, but also worked in a paper mill in Alabama and an
aluminum plant in Virginia.
chain is complex, he continued, but Apple's position is simple. "We
believe that every worker has the right to a fair and safe work environment,
free of discrimination, where they can earn competitive wages and they can
voice their concerns freely," said Cook. To do business with Apple,
"Apple suppliers must live up to this."