New HP CEO Meg Whitman acknowledges the trend happening. Even if you don’t count the iPad (which you probably should), Apple’s share of the PC market continues to rise slow and steady and could eventually push Apple past HP as the top computer maker.
While everyone is busy debating if iOS/Android will be a repeat of the Mac/Windows war, they’re missing the flipside. The Mac/Windows race is starting to look more like the iOS/Android one. That is, Apple is the big single brand in terms of units, but as one self-contained player, they can’t overtake the larger ecosystem (Windows and Android).
But it doesn’t matter like it used to. Times have changed. Developers go where they can make money and right now Apple’s smaller but much more tightly integrated ecosystem is beating the larger ecosystems in this regard.
Maybe that will change, but maybe it won’t.
One thing not up for debate: profits matter. And there’s absolutely no question that even with modest market share, Apple is crushing everyone — including all of the kings of the rival ecosystems: HP and Microsoft and Google.