Comment by helloplanets

4 months ago

> In 2023, Apple shipped 234.6 million iPhones, capturing 20.1% market share and growing 3.7% year over year, according to IDC data. [0]

So, probably not 525.6 million iOS devices a year, but safe to assume it's going to be 300+ million for 2025.

35k devices an hour, give or take.

[0]: https://www.forbes.com/sites/johnkoetsier/2024/01/16/apple-1...

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helloplanets

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sneak  4 months ago

As medwezys pointed out, you forgot iPads. That’s another 40-70M units per year.

My numbers are a rough estimate from memory, but they’re not wildly off.

300M or 500M, the point remains: it’s an absolutely staggering scale and cannot be moved elsewhere in any short period of time. Setting up comparable production would take many years, just as it did the first time.

I imagine Apple/Foxconn have already begun this work. The unexpected shutdown or impediment of US/CN trade is a risk that must be accounted for, given the situation with Taiwan.