Apple’s Lenovo

To bring long-term value for clients, companies need to continually reinvent themselves.

This quote comes from an IBM announcement that it was selling its PC business in 2005.

IBM’s business was moving towards services, and it was less dependent on hardware sales. But it still needed hardware to provide services for its clients.

The deal let IBM focus on its future. Lenovo got the ThinkPad brand, engineering talent, and a sales channel. This was one of those rare win-win scenarios they teach in business school.

Apple is no stranger to reinventing itself. Thirty years ago, it was selling a $15,000 printer.

It was a beautiful device that produced stunning output. It launched the desktop publishing revolution and established Adobe as a central figure in the software ecosystem.

And today you can’t buy a printer with an Apple logo.

Someday soon, we’ll look back wistfully at those beautiful displays Apple used to make. With the announcement of the new LG partnership and displays, we’re seeing another part of Apple’s business being outsourced.

Maybe it’s time that Apple does the same thing with the Mac Pro business described by Marco Arment.

Like IBM, Apple is in a bind. Its future and the bulk of its revenue depend on mobile devices. Yet we can’t make these products without the horsepower provided by the Mac.

Besides Apple’s own internal needs, there are many professionals creating content for mobile devices. These folks need fast and capable computers to create apps, music, and videos. We all need powerful Macs to enrich the mobile ecosystem.

John Gruber said it best, “It’s the heaviness of the Mac that allows iOS to remain light.” But will iOS pick up this heavy load by the end of this decade? I don’t see it happening with my own work.

Licensing just the operating system was a disaster for Apple. Professional customers don’t have the time to build and maintain their own Hackintoshes. Any partnership to build Mac hardware would need to be structured so that it benefits Apple, the partner, and customer alike.

Just like IBM and their clients have benefitted from Lenovo.