mike snoow

blastdoor said:

I wonder if apple’s interest in 3nm is driven more by future products like Vision Pro than by iPhone. The iPhone could probably rest on its 5nm laurels for a couple of years. But without the volume of iPhone sales, 3nm couldn’t get off the ground. So iPhone sales fund 3nm development, but it will be Vision Pro that really benefits most

pro vision is only expected to move 130k in yr one and if u ask me pro vision is just waste of time and a distraction what they want to do already has existed for a long time but they want to do it in higher resolution which makes the headset bulky as hell and will give u neck pain. 

it applies to all phones a great win for consumers one of the only componenets to degrade is the battery and now u can replace it 

both apple watch ultra and Samsung watch ultra r a total waste of time. they have no AI but Samsung throwns in AI but its just basic useless AI.
the future is AI since its all data driven

It doesn't only effect Apple but Google pixel too. This will lead to phones with more mid level specs in term of displays. U mighty not see 2nm cpus. Alot of it was just overkill. 
Pixel pro  phones cost 50% less in bom but the final price is the same 

They can't sacrifice on ai chips or ram

I think over recent yrs both Samsung and apple r losing business to smaller Chinese vendors particularly in EU. in Japan apple is lost share it was at one point just recently  58% and last yr was 46% and probably 40%or below  now . that's mainly becoz Japan is now the biggest market for pixel phones now and grew at 527%
in korea apple is gaining coz of subsidies from carriers 
of the 10% decline in iphones by idc only less then 4% is from China so there r declines happening elsewhere 

Apple is 5yrs behind on ai even cheap Chinese phones have better ai

charlesn said:

Totally not surprised this happened although I didn't expect it to take this long. Tim Cook is the proverbial iron fist in a velvet glove. It's worth recounting this tale from ancharlesn said:

Totally not surprised this happened although I didn't expect it to take this long. Tim Cook is the proverbial iron fist in a velvet glove. It's worth recounting this tale from an urgent meeting Cook had called:

"One day back then, he convened a meeting with his team, and the discussion turned to a particular problem in Asia. “This is really bad,” Cook told the group. “Someone should be in China driving this.” Thirty minutes into that meeting Cook looked at Sabih Khan, a key operations executive, and abruptly asked, without a trace of emotion, “Why are you still here?”

Khan, who remains one of Cook’s top lieutenants to this day, immediately stood up, drove to San Francisco International Airport, and, without a change of clothes, booked a flight to China with no return date, according to people familiar with the episode. The story is vintage Cook: demanding and unemotional."

 urgent meeting Cook had called:

"One day back then, he convened a meeting with his team, and the discussion turned to a particular problem in Asia. “This is really bad,” Cook told the group. “Someone should be in China driving this.” Thirty minutes into that meeting Cook looked at Sabih Khan, a key operations executive, and abruptly asked, without a trace of emotion, “Why are you still here?”

Khan, who remains one of Cook’s top lieutenants to this day, immediately stood up, drove to San Francisco International Airport, and, without a change of clothes, booked a flight to China with no return date, according to people familiar with the episode. The story is vintage Cook: demanding and unemotional."

But siri has been a diaster for 10yrs now and I remember alexa came out and created a big buzz then Google suddenly Google made a big effort to take on alexa but appl sat there and did nothing. The only reason he is acting now is coz the stock is getting crushed but appl has a much bigger AI problem then siri. AI is not only gonna effect phones but in 5yrs 40% of the white color jobs will disappear. This AI john G they hired from Google claiming he was head of AI at Google is bullshit coz Google has so many AI ppl this guy was I think was doing some search with AI which he tried to all to iPhones but beyond that he is pretty useless

The problem isn't a one person problem but lack of investment into AI look at how AI is going every week there is a new product and things  are moving too fast its not ur standard thing. Apple is already like 5yrs behind and gap is widening since AI is moving at light speed
U need a 10x investment atleast