Amongst this week's stonkingly good Apple figures was a vulnerability in Jobs' Mob's business plan, which could be its undoing.
More than half of Apple's revenue $24.6 billion dollars comes from the iPhone product. While you might think that is a good thing, business wise that is suicide. Not even Microsoft has all its eggs in one basket. The figure includes "Related Products and Services" such as carrier agreements, services, and accessories. But it does not include App store, iPod Touch and the iPad revenues.
It also explains why Apple is so terrified of Android products that look a bit like the iPhone. If it loses any ground in the smartphone market it could be seriously damaged. It seems that Apple is forced to defend its product even against its trusted suppliers and risk a lot. However it might be a lost cause.
Half its money comes from iPhone
Nick Farell
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