There are lots of tech that hit substantial diminishing returns and where advancement largely stops. Getting enough compute and good enough sensors to do TouchID in half a second was a heavy lift, but once it works it works. About the only gain you can get is to knock that down to ¼ second and...
I think they'll only do that if they think they can secure a new market where that would needed to either fill a gap, or where hanging off of something like AWS would take the market away. Private Cloud Compute is, I'm pretty sure, intended to be temporary, but given Apple doesn't know where...
They'll reposition the product in the lineup. That's a little different though. There was a time when the MacBook diverged into two premium alternatives - the thin and light Air and the Pro, each of which had $500+ premium on the MacBook. But they ended up dropping the base MacBook, and...
Yep, that's it.
Apple's high end has always been a dogs breakfast. Sometimes it works pretty well, sometimes it's completely missing, sometimes it's 'what the fuck'. I think you can put a bit of that back on Apple struggling to provide Intel based offerings that weren't just repackaging of...
Sure, but Apple is also all about being in control of their core technology and my thesis here is that M3 kind of ran off into the weeds in terms of yield/cost likely because they pushed TSMC too hard to get 3nm up and running for A17/M3 and chased a process that they couldn't really rein in...
I still don't think a mismatch across the product line is that big of a problem for Apple. People aren't buying Pros for better single core performance, because they don't have better single core. They do have more cores and still will have more cores. They have much better GPUs. They have more...
I think they'd retire last years model. It's unclear how much holding M2 products around is a function of avoiding M3/A17 yield problems and how much is desirable. Apple isn't perfectly consistent on this - they could stick with an M2/M4 split, they could just drop the M2.
I mean, Apple made...
Regarding the timing of the M4 arrival and how their product strategy may evolve, I'm reminded of this article:
My interpretation here was that TSMC was about to violate their contract with Apple regarding yield, and stepped up to eat Apple's yield (talk about leverage, that's cost that's being...
Since I have a shiny new account to break in, I'll address this as well.
Apple doesn't increase prices. I know that sounds incredible, but really, they pretty much don't. Apple sets price points and designs to price point. The design team gets a set of requirements and they have latitude in...
Been lurking a while. Created an account to answer this question. 27 year AAPL long investor here.
Your understanding of Apple operations is very speculative and in the wrong direction. To start, Apple doesn't have warehouses, effectively. Product is shipped from the factory directly to...
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