Apple has a software problem

Apple has a problem. Specifically, Apple has a software problem. More specifically, Apple has a problem between its hardware and its software. The problem is that Apple's hardware is getting bigger and more powerful at a much faster rate than its software.

Why is better hardware a problem? By itself, better hardware isn't a problem. But hardware doesn't exist by itself -- we use hardware with software. Faster, more powerful hardware requires bigger, more capable software.

One might think that fast hardware is a good thing, regardless of software. Faster hardware runs software faster, right? And faster is always a good thing, right? Well, not always.

For software that operates on a large set of data, such that the user is waiting for the result, yes, faster hardware is better. But faster hardware is only better if the user is waiting. Software that operates in "batch mode" or with limited interaction with the user is improved with better hardware. But software that interacts with the user, software that must wait for the user to do something, isn't necessarily improved.

Consider the word processor, a venerable tool that has been with us since the introduction of the personal computer. Word processors spend most of their time waiting for the user to press a key. This was true even with computers from prior to the IBM PC. In the forty-odd years since, hardware has gotten much, much faster but word processors have not gotten much more complicated. (There was a significant increase in complexity when we shifted from DOS and its character-based display and printing to Windows and graphics-based display and printing, but very little otherwise.)

The user experience for word processors has changed little in that time. Faster hardware has not improved the experience. If we limited computers to word processors, there would be no need for a processor more powerful than the Intel 80386. By extension, if you needed a computer for word processing (and nothing else) today's bottom-of-the-line, cheap, minimal computer would be more than enough for you. There is no point in spending on a premium computer (or even a mediocre one) because the minimal computer can do the job adequately.

The same logic applies to spreadsheets. And e-mail. And web browsers. Computers have gotten better faster than these programs and their data have gotten bigger.

The computers I use for my day-to-day and even unusual tasks are old PCs, ranging from five to twenty years in age. All of them are fast enough for what I need to do. An aged Dell Inspiron N5010 runs Windows 10 and lets me use Zoom and Teams to join virtual meetings. I could replace it with a modern laptop, but the experience would be the same! Why should I bother?

A premium computer is needed only for those tasks that perform complex operations on  large sets of data. And this is where Apple fails to provide the tools to justify its powerful (and expensive) hardware.

Apple is focussed on hardware, and it does a terrific job of designing and manufacturing powerful computers. But software is another story. Apple develops applications and then seems to lose interest in them. It built Pages, Numbers, and Keynote, and has made precious few improvements -- other than recompiling for ARM processors, or adding support for things like AirPlay. It hasn't added features.

The same goes for applications such as GarageBand, iTunes, and FaceTime. Even Xcode.

Apple has even let utilities such as grep and sed in MacOS (excuse me, "mac os". Or is it "macos"?) are aging with no updates. The corresponding GNU utilities have been modified and improved in various ways, to the point that developers now recommend the installation of the GNU utilities on Apple computers.

Apple may be waiting for others to build the applications that will take advantage of the latest Mac computers. I'm not sure that many will want to do that.

Building applications to leverage the new Apple processors may seem a no-brainer. But there are a number of disincentives.

First, Apple may build their own version of the application, and compete with the vendor. Independent vendors may be reluctant to enter a market when Apple is a possible competitor.

Second, developing applications to take advantage of the M1 architecture requires a lot of time and effort. The application must be multithreaded -- single-threaded applications cannot fully leverage the multiple cores on the M1. Designing, coding, and testing such an application is a lot of work.

Third, the market is limited. Applications developed to take advantage of the M1 processor are, well, developed for the M1 processor. They won't run on Windows PCs. You can't cross-build to run on Windows PCs, because PC processors are much slower than the Apple processors. The set of potential customers is limited to those who have the upper-end Apple computers. That's a small market (compared to Windows) and the potential revenue may not cover the development costs.

That is an intimidating set of disincentives.

So if Apple isn't building applications to leverage the upper-end Macs, and third-party developers aren't building applications to leverage upper-end Macs, then ... no one is building them! The result being that there are no applications (or very few) to take advantage of the higher-end processors.

I expect sales of the M1-based Macs to be robust, for a short time. But as people realize that their experience has not improved (except, perhaps for "buttery smooth" graphics) they will hesitate for the next round of new Macs (and iPads, and iPhones). As customers weigh the benefits and costs of new hardware, some will decide that their current hardware is good enough. (Just as my 15-year-old PCs are good enough for my simple word processing and spreadsheet needs.) If Apple introduces newer systems with even faster processors, more people will look at the price tags and decide to wait before upgrading.

Apple is set up to learn an important lesson: High-performance hardware is not enough. One needs the software to offer solutions to customers. Apple must work on its software.