From (hahahaha) The Wall Street Journal:
“The panacea is to transform the industry with a revolutionary design,” Mr. Mawston said. Until then “you have to do the traditional business school implementations like manage costs and move quicker than rivals.”
I’ve never heard of an analyst saying that Apple should act more like a traditional company. I bet Mr. Mawston is right: if Apple would just act like everyone else, it would have no problem maintaining its current position of making more money than everyone else combined. Nope, no problem with that logic.
But hey, maybe we should look at how Apple manages cost. My favorite example is flash memory: Apple has so much leverage with NAND suppliers that for every $392 they spent on flash memory in 2011, they made over $2,000 in profit:
As far as acting faster than its competitors, Apple doesn’t really seem to have a timing problem at all. There were about 11 months between the release of the iPhone 4S and the iPhone 5, and 11 months between the release of the Samsung Galaxy S III and the Galaxy S4 (and people complain about Apple’s numbering system?). The only difference is that Samsung releases their flagship in the middle of the iPhone’s life cycle, so that they can say they have the newest phone just as excitement for the iPhone begins to wane. Last year the S III beat the iPhone 4S in sales before the iPhone 5 came out – I bet the same thing happens again this year. What analysts want is for Apple to release two rounds of flagships per year, and thus not act like everyone else.
(Everyone else who is doing well, at least. Right now that only really means Samsung.)