FileMakerFeller

How Apple is already using machine learning and AI in iOS

September 2023

AppleInsider said:

The forefront of public perception regarding AI in 2023 is occupied by Microsoft's AI-powered Bing and Google's Bard.

My … (more)

Deeply questionable rumor claims 14.1-inch iPad Pro arriving in 2024

FileMakerFeller

November 2023

"Deeply questionable" rumour marked only as "Unlikely" by AI. LOL.

Apple stock hammered for third consecutive market day, falls on news of more tariffs

FileMakerFeller

April 8

9secondkox2 said:

Strengthening the homeland is only a good thing in the face of increasingly adversarial moves by abusive regimes.

Sigh. You think … (more)

Apple stock hits new record high after Apple Intelligence reveals

FileMakerFeller

June 2024

badmonk said:

The stock bounce was a given when Federighi donned his hair helmet and led a parachute drop out of the Phil Shiller piloted Apple plane, best intro to WWDC

… (more)

Trump vs. China: How the tariff war has hit Apple so far

FileMakerFeller

April 21

red oak said:

Excellent summary

Even if you agree with the end goals, the communications and execution of this tariff effort has

… (more)

been a complete sh*tshow. The Admin better start signing great trade deals fast (eg. IndIa, Taiwan, Japan, etc...) to re-gain momentum or this is going to a disaster.

And, Tim Cook bears major responsibility for backing Apple into a Chinese corner. Why has he not at least tried to bring more manufacturing to the US? Either final assembly using state of the art automation, or pushing harder for parts vendors to do more manufacturing here? The writing has been on the wall for 10+ years . Your sitting on $150 billion in cash for fuckin* sake

It's already a disaster. If the administration manages to sign some "great trade deals" they might just avoid the blame and/or the ire of the citizenry.

As for Tim's direction of Apple... none of this is happening in isolation. For efficiency of manufacture, you want all the components to be manufactured within a reasonable geographic distance of your assembly point (otherwise you're holding excess inventory to reduce the risks and costs of shipment) - this means that any labour cost differential is magnified across all of the components and subcomponents that go into the final product. Even if wages in the US were "only" double those in China, that's a big impact: market forces are such that actively seeking to pay more than double the cost for the same product will see any management team suffer dire consequences. That's why the manufacturing moved overseas in the first place; the cost savings were significant and management teams and investors got rewarded for cost reduction.

There are also arguments made about workforce availability, housing, transport and the sheer volume and variety of components. Apple is not the sole customer for most of the component manufacturers, and while it is an important enough customer to demand great pricing I doubt it has enough sway to demand the location of manufacture (unless it pays substantially more, which as stated above is a self-damaging move).

The way I see it, either the US workforce needs to accept a massive reduction in compensation, the US companies need to accept a massive increase in costs, or the manufacturing jobs remain where they are. Any change to the status quo will need to happen over a long-term timeframe so that the current shortcomings in US capabilities can be addressed. (less)

Trade war escalations between Trump and China to significantly impact Apple

FileMakerFeller

April 21

bloggerblog said:

I don't think Trump knows how to put 'America First', he's creating more enemies than friends.

American share … (more)

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How Apple is already using machine learning and AI in iOS

Deeply questionable rumor claims 14.1-inch iPad Pro arriving in 2024

Apple stock hammered for third consecutive market day, falls on news of more tariffs

Apple stock hits new record high after Apple Intelligence reveals

Trump vs. China: How the tariff war has hit Apple so far

Trade war escalations between Trump and China to significantly impact Apple