John Gruber, in reply to Robert McMillan's WJS Digits blog post.
To put Apple’s current industry position in perspective, the company probably sold somewhere between 60-65 million iOS devices last quarter. (I’m guessing ~50 million iPhones, ~10-12 million iPads, and a handful of million iPod Touches.) The average selling price of a PC has fallen to under $400. The average selling price of an iPhone has been estimated to be as high as $660.
So while iOS devices, taken as a whole, might still fall a few million units short of the PC industry, they’re clearly generating more in revenue. More importantly, the PC industry operates on razor-thin margins; iOS devices sell with remarkably high margins.
And, if that’s not enough, the “PC industry” includes the Mac, which appears to continue to be holding its own in the face of this overall slide in demand — IDC is forecasting a 16 percent increase in Mac sales globally for the quarter.