"If you are Apple" is the key part of it. A software company can be successful with a bunch of programmers and their laptops, and can go head-to-head with Google, Facebook or anyone else. That describes all the startups on the list. To emulate AirPods' success you need:
- a chip design/fabrication team
- a battery design team
- procurement specialists and high-volume vendor contracts in Asia, with assembly lines ready to go at moment's notice
- a logistics, operations and distribution pipeline in every market in the world
- the most successful product in the world (iPhone) which you can attach your sales to
- billions in marketing and advertising budgets
- premium retail locations across the world
AirPods are NOT a startup, and should not be compared to other startups. "Make software" is definitely still good advice for the vast majority of entrepreneurs out there.
Perhaps it was (relatively) easy. What made it easy was precisely that it was Apple: full & willing integration with the iOS ecosystem. A couple UI clicks/taps, if not outright automatic, and your AirPods are happily talking to the device you want to hear from.
All competitors have to cope with interface limitations and API inadequacies. Even one extra obligatory UI step can practically ruin the experience (as compared to AirPods).
Getting to the point where deep integration is easy ... is hard.
This is the big takeaway. The article saying “AirPods are X single digit percentage of apples revenue” (even if slightly wrong) means that there are probably other single-digit-billion-dollar verticales not worth it to Apple to exploit.
- a chip design/fabrication team
- a battery design team
- procurement specialists and high-volume vendor contracts in Asia, with assembly lines ready to go at moment's notice
- a logistics, operations and distribution pipeline in every market in the world
- the most successful product in the world (iPhone) which you can attach your sales to
- billions in marketing and advertising budgets
- premium retail locations across the world
AirPods are NOT a startup, and should not be compared to other startups. "Make software" is definitely still good advice for the vast majority of entrepreneurs out there.