Four industries Apple can disrupt in the near future

“Over the last 10 years, Apple has done a rather amazing job of disrupting quite a few industries. By my account, it has dramatically impacted the PC, tablet, consumer electronics, telecom, music and TV industries in a big way,” Tim Bajarin writes for TIME Magazine.” And I believe that Apple is on the cusp of disrupting at least four more major industries in the next three to five years.”

Bajarin believes Apple can disrupt the television, automobile, wristwatch, and the appliance industries.

Read more in the full article here.


    1. Impossible for AAPL to disrupt the IP industry, since it’s allergic to the “last 50 feet” issue. AAPL simply isn’t going to wire up the world.

      Television’s an obvious target for disruption, although AAPL disruption usually happens when no one’s looking. With this many eyes on AAPL’s play for TV, the algebra is different this time.

      Tim Bajarin is playing captain obvious in the article, which isn’t AAPL’s style.

      If you look to the actual FLAN technologies where AAPL is allocating resources, such as nanotechnology and artificial intelligence, industrial disruption is more likely to emerge in BUTR fields that leverage them, such as robotics.

      1. It isn’t impossible for Apple to disrupt ISPs and telcos at all, they just have to buy or start from scratch their own ISP/telco… Then not engage in all the bullshit fees, rates, and atrociously poor infrastructure-building that everyone else does. Boom, disruption overnight.

        Remember, it was also “impossible” for Apple to disrupt all of the industries that they’ve disrupted so far.

      2. Disruption of ISP, land line, and cable TV industries is enabled by LTE-Advanced (real “4G”, not the watered-down industry sales label). 1 Gbps to fixed endpoints (i.e. Apple TV) and 100 Mbps to endpoints in motion (iPhone). Of course, the existing transmission issues will remain, but I suspect Apple has good solutions planned. This takes care of the last mile problem and also interior wiring problem to get HD programming delivered to everyone. I have read (and observed) that many people with HDTVs aren’t watching HD programming. Observably better quality with less hassle is a winner. Consumers will be only too happy to abandon the telcos and cable companies.

  1. The automotive segment that is in desperate need of disruption is Ford Sync. It’s where I won’t even sit in a Ford with the engine running, especially now that they’re introducing a system that actually steers you back into your lane if it thinks you’re drifting out of it. If Microsoft and their bedfellows have anything at all to do with it (like they do with Ford Sync) then it’s only a matter of time before it kills someone.

    1. The software for such advanced automobile control systems is becoming increasingly complex and subject to errors and bugs. There is such great variability in real world conditions, that it is impossible to anticipate and test for every possible combination of conditions. And that does not even take into account the tremendous variability among drivers, or the more subtle variations among cars, even of the same model, as they age and are equipped with different components (different rims and tires, etc.).

      The slope between full manual control and full automation is a very slippery one, and the supporting infrastructure does not yet exist on the American highway system. I believe that we should deal with bridge maintenance first, along with our national power grids. Then we can worry about attempting to automate a system that really doesn’t want to be automated (despite the potential advantages of doing so).

    2. Just bought a 2012 Explorer with Sync My Ride and SMR is crap. While is was in the service department the other day I started calling it Stink My Ride. No one disagreed with me. 🙂
      Put a piece of electrical tape over the MS logo on the dash.

    3. Sync has nothing todo with Active Lane Keeping Assist, and there is no “steering” taking place.

      I work for Mercedes-Benz, who invented that technology–When a specialized camera sees you veer over the line, slight brake is applied to one side of the car, in order to naturally bring you back.

      It doesn’t take control of your car; the driver can ultimately control where the car drives, and the system does nothing if the blinker is on, indicating to the system that you crossed the line intentionally.

      Ultimately, when you learn to trust it, it makes you a better driver, an some people need all the help they can get!

      1. You just made one of kingmel’s points.

        In a real world emergency driving situation, where it would be necessary to shift lanes on the spur of the moment and you barely have time to check if there is a car in the next lane… let alone use your turn signals to indicate a lane change, how will the system’s auto-braking affect your emergency driving?

        Would it keep you from changing lanes in time to prevent an accident?

        Would it cause you to lose control and thereby initiate an accident?

        Every real eventuality can’t be foreseen. A lot of auto accidents aren’t the result of human driver errors that can programmed in advance for

        1. No, it wouldn’t prevent you from turning.

          No one builds safer vehicles than Mercedes-Benz.

          It is there to help you, but if you turn against it, you will over-ride it.

  2. Tim Bajarin failed to include the online publishing, mobile advertisement, online software distribution, and portable gaming industries in his list.

    I would have omitted ‘TV’ from his list. Apple will undoubtedly impact that area in the future, but has not yet had a material impact. Roku, Netflix, and Hulu have had a stronger impact on TV than Apple (so far).

    1. Yeah, he also forgot the biggest disruption. As I posted on his site:
      Why do you show a picture of the Apple logo adorning an Apple retail store and, yet do not seem to note that their retail store disrupted the entire retail segment.
      I seem to recall that an analyst said “I give them 2 years before they turn the lights off on every expensive mistake.”
      Now they have nearly 400 stores making the most money per SF in the world.

  3. Apple needs more to consolidate their existing products and technologies than rush to revolutionise new industries, particularly in response to all the lazy analysts of the world.

    Having said all that, the next big (and obvious to me) move should be space as in the final frontier, namely a fleet of satellites covering the globe (good luck cheap OEMs with photocopiers).

  4. Apple needs to revolutionize the produce industry. They could be protecting diverse strains with seed banks, promoting self-reliance with gardening education apps, eliminating childhood obesity with nutrition monitoring iOS peripherals.

    Apple should be the 21st century Jonny Appleseed!

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