The competition for the Creator Studio is not exactly Adobe. Of course Apple will be happy to build on their offerings to be able to really take on Adobe, but this subscription is priced to compete with the online services popping up from nowhere that have stolen the ease of use market away from Adobe.
The real competition in this market in 2026 is Canva.
Canva, really? Is this looking forward at what is coming?
I see the rise of and have to deal with Canva-generated PDFs instead of Adobe Illustrator. So the low end market of video / animation, I could absolutely see Canva dominating. Doubt we'll see audio tools though.
Final Cut Pro -- Professional non-linear video editing
* Canva? Partial: Best for social clips; lacks FCP’s RAW, multicam, and AI transcript tools.
Logic Pro -- Professional music production and MIDI sequencing
* Canva? No: No DAW capabilities, plugin hosting, or live mixing.
Pixelmator Pro -- Advanced image editing and graphic design
* Canva? Partial: Good for templates; lacks Pixelmator’s precision layers and AI retouching.
You're making your argument backward. The fact Apple can offer a bundle that includes a ton of features that Canva does not have right now does not mean that Canva is not a competitor! Canva just bought the whole Affinity suite and dumped it on the laps of its subscribers for no extra charge. They're on the warpath against Adobe. They want to dethrone them. Apple sees this battle and saw an opportunity to participate. They bought Pixelmator and bundled all their Pro apps together, making a very versatile bundle that is very different from the image editing heavy bundle of Adobe and Canva.
Apple can't take the market from professionals; they need the easel they learned at school. But they can definitely compete with Canva, whose market are untrained artists who need something done easily.
With Canva’s ownership of Affinity, yeah I see Canva as being a big competitor in parts of this space now. Or will be as those tools become more widespread across Canva’s users.
I would assume it's because younger generations of creatives are using their software less and less, increasing the risk of losing the market completely on the software side. At this pricing, more of them will turn to paying Apple rather than paying for multiple services, keeping them tied into the ecosystem.
Also so many people are paying for Canva, Capcut etc that taking a piece of that cake is quite a low hanging fruit if you have a distribution platform.
The acquisition of the Affinity software by Canva I imagine motivated this.
It’s even a similar pricing model, though technically with Pages / Numbers / Keynote covers a little more ground but I think the main intent is to get creatives using Apple’s creative software again
Pixelmator being the only 3rd party software because Apple never made a competitor to Photoshop
Though since Canva went full on toward more robust tools I imagine they have started capturing the entire editing chain more than they did 2-3 years ago, hence the Affinity acquisition
Apple hardware has "only" a 36% margin, while their software and services have a 75% margin. They definitely want to make more money on software with absurd margins.
Most of the comments here demonstrates the lack of abstraction abilities here at HN.
My comments weren’t related to whether apple has data centres or not (afaik they don’t and actually use google hardware).
My comments were related to a business model used by amazon to destroy local shops in our neighbourhoods: offer products at vastly reduced prices, making a loss but covering those losses by profiting on aws. Once there is no competition left, prices rise and shareholder profits are made.
Hence my conjecture that apple was doing the same and hence they were offering this product at undercut price. As was the OP was wondering about.
I was actually criticising the business model increasingly used by big tech. Which has the consequences that are neighbourhoods are emptied out and left with stores that act as amazon package pickup stores or stores where packages are returned to be sent back to amazon.
Pretty spot on. I think what's new is that Apple is employing this tactic, before they always went with "Our stuff is more expensive because it's better", but as they seem to slightly pivot into other directions now, this choice also seems to align with the new direction.
They want marketshare to enhance their other market positions and give them optionality for future strategy.
They'd love the whole market, but they don't need it and they won't employ too many resources chasing that.
They're a powerful giant with hands in so many places. Each enforcing other endeavors.
This encourages people to stay in the Apple hardware ecosystem, for instance. It dog foods their silicon. It keeps people thinking of Apple as the creative brand and operating system. More creatives buying Apple -> more being produced and consumed for and on Apple.
Also the strategy of getting kids young has always been genius. They started that in the eighties, I think.
They don't need to, but they do lose a bunch more of the 'feeder' market. If need to edit video to a semi professional standard I'd pick this bundle at 12.99/month (and get extra tools i might need) vs adobe premiere for 22.99/month.
As someone who came up along side adobe, the only reason photoshop is as entrenched as it is is simply because of piracy. Ditto for premiere. It created the market that they then locked down with subscriptions.
I think you are going to see shops that are smaller, doing their own design stuff internally, increasingly moving away from adobe subscriptions.
