Why The Mac Keeps Growing

Horace Dediu on what changed in the PC market in the late 90’s and early 00’s:

In stepped the MacBook with good enough (and improving) office productivity. With excellent appeal along the dimensions of performance consumers demand most of all. It was priced higher than other laptops but the price points were affordable and, inflation-adjusted, lower than they’d ever been. It should not be a surprise that Apple was one of the first vendors to see its portables line become bigger than its desktop lines. The market evolved to the point where what Apple had was what the buyers needed.

Another disruption is going on right now, and we’ll see its deep cut in the market in a matter of a few years: it’s called iPad.