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Kuo doubles down on iPhone 15 Pro having no physical buttonsretrogusto said:If I can no longer press the volume buttons through fabric when the phone is in my pocket, that would be an added inconvenience, and if I can no longer glance at the ringer switch to see if the ringer is on, that too would be a step in the wrong direction. It’s hard to imagine any advantages to the user that would more than make up for these drawbacks. It’s not like the current waterproofing is insufficient for my needs.
Apple, Alphabet, Meta push back against US spy lawgatorguy said:"...According to new research by VPN provider SurfShark, the US government makes the most requests for user data from Big Tech companies than any other jurisdiction in the world. The company analyzed data requests to Apple, Google, Meta, and Microsoft by “government agencies of 177 countries between 2013 and 2021.”
The US came in first with 2,451,077 account requests, more than four times the number of Germany, the number two country on the list. In fact, the US made more requests than all of Europe, including the UK, which collectively came in under 2 million."
"The report also sheds light on which companies comply the most versus which ones push back against requests. For all of its privacy-oriented marketing — “what happens on your iPhone stays on your iPhone” — Apple complies with data requests more than any other company, handing it over 82% of the time.
In contrast, Meta complies 72% of the time, and Google does 71% of the time. Microsoft, on the other hand, pushes back the most among Big Tech companies, only handing data over 68% of the time."
Russia fines Apple $17.4 million for alleged antitrust issuesMaybe I'm missing something but didn't Apple stop selling in Russia? So why would it pay a fine to a country it no longer does business in? I know, I know: it may want to pay to make sure it'll be able to resume business once the Ukraine war is over - but that would put Apple into a pickle from a moral perspective. It ostensibly stopped doing business in Russia because it thinks Russia's invasion of Ukraine is immoral/unjust and does not want to contribute to it. Well, paying $17m would do just that.
Apple's India iPhone plan will hit China manufacturers hardAs always, the media (and stock markets) overreacting - the world isn't black and white or zero sum. Yes, Apple is definitely turning to India to diversify its supply chain. As Covid-19 lockdowns have shown, Apple needs alternatives from the single-country solution that is China. But that doesn't necessarily mean Chinese manufacturers are in trouble. Even though Apple is huge, it is still growing in the 10% range, so even a diversification away from China could still leave Chinese manufacturers with plenty to do. And, I think, this is a very slow process. Even as some manufacturing and assembly is moving to India, India doesn't yet have many of the parts needed in assembly, so they'll still be coming from China for a long time.
Apple's AR headset probably won't need an iPhone to function
Apple is the top hardware stock buy for 2023, says Morgan StanleyJP234 said:twolf2919 said:JP234 said:twolf2919 said:I agree with most of what Morgan Stanley is saying - but they obviously don't know their AR from their VR. There is 0% probability Apple will be coming out with an AR product this year. Most likely, it'll announce a VR headset this year, but given the niche market that is VR and the rumored price point of > $1.5k, the release of such a VR headset will not result in any meaningful revenue for AAPL in 2023.
If you had worked at the trading desk of M-S, you would know different. My guess is that even if you did work for the company, your role was not in that division.
But this discussion is going nowhere. Thanks for your insightful contribution to this thread.
Apple suppliers are in a rush to leave China, says AirPods makerDAalseth said:Reminds me of the story on AI a year or more ago. Some analyst was saying that Apple wouldn’t be able to move any meaningful part of its manufacturing out of China for at least a decade or more.Apple may never be able to completely withdraw from China, but according to Yoshinaga, suppliers are preparing to move out much faster than expected.
Now we just need to move chip fab away from Taiwan.