twolf2919

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twolf2919
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  • What Apple products will get hit the hardest by Trump's new tariff orders

    twolf2919twolf2919
    "For Apple, Monday's list of tariff letters means it faces even more costs than it did before April's omnibus announcement for importing goods in the future." - why is that?  The announced tariffs on Japan, Korea,  Malaysia, and Khazakstan are tariffs the US will begin charging for goods coming into the US from those countries.  As far as I know, Apple doesn't import goods - INTO THE US - from any of these countries.  It is importing parts from them into China, Taiwan, and  India - so these US tariffs are irrelevant, no?  Far more important is what  China, Taiwan, and India tariff goods from those countries at.
    Alex1NToroidaldanoxsconosciuto

  • Trump blinks: Floats suggestion that Apple might get a tariff exemption

    twolf2919twolf2919
    You might want to consider reading what you previously wrote :-)

    "but now, that may not have been necessary. Exemptions may not occur, and anything could happen or change at a moment's notice, so Apple may continue shipping iPhones in massive quantities to stockpile during the 90-day reprieve."

    As you wrote yourself earlier in the piece, China is not part of the 90-day reprieve, so unless Trump specificially excludes Apple, Apple doesn't have 90 days to stockpile.
    folk fountainWesley_Hilliardblastdoorjib

  • Next Apple Vision headset may use titanium to cut weight

    twolf2919twolf2919
    Difficult to see apple producing snother headset. Maybe if the did a super cheap version. But not just changing a few things. 

    Either go all in with glasses for mass market or do the cheap tethered thing, but with great cameras and screens. Otherwise it will just be the same or maybe rvrn worse now that the early adopters are saturated with the expensive version one. 
    twolf2919 said:
    Difficult to see apple producing snother headset. Maybe if the did a super cheap version. But not just changing a few things. 

    Either go all in with glasses for mass market or do the cheap tethered thing, but with great cameras and screens. Otherwise it will just be the same or maybe rvrn worse now that the early adopters are saturated with the expensive version one. 
    Agree - I can't imagine Apple doubling-down on a design they know didn't get enough sales.  They need to face reality: there simply isn't much of a mass market for a device costing multiple thousands of dollars that can only really be used in private, since it's too cumbersome to use on the go - and you look like a  complete tool if you do.

    To this day I have no idea why Tim Cook let himself by led into this technological dead end called the Vision Pro.  i remember him clearly stating that Apple's next big thing would be AR glasses.  Somehow he got convinced by someone that these devices must be standalone products rather than an iPhone dependent one like Apple Watch and AirPods.  Unfortunately, that decision meant the future devices needed to cram a lot of CPU power and battery capacity into what needed to be a very light, small device - glasses!  The AVP VR headset became their first stab at it.  But it seems obvious that they will never be able to shrink that down to glasses anyone is willing to wear.

    Google produced useful AR glasses TWELVE years ago.  If Apple hadn't gone down the wrong path, I'm sure they could have developed a sleek, much better product given all the miniaturization that's taken place win a decade.

    Both of your assumptions are based on the idea that Apple sees Apple Vision Pro as some kind of failure. Only Apple knows what its goals for the device were and if it met them or have been satisfied. Your personal opinions are not part of Apple's calculus here.
    Your statement that "Only Apple knows what its goals were" is not really true.  There were plenty of supply-chain based projections made that indicated Apple wanted to initially make 1m units the first year (e.g. read Financial Times article https://www.ft.com/content/b6f06bde-17b0-4886-b465-b561212c96a9?ref=spyglass.org ) and had to cut that back due to both manufacturing and demand issues.  They ended up making just around 400k units.  Apple stating, after the fact, that they were happy with the demand and they never had mass market goals was just to save face.

    thtWesley_Hilliardwilliamlondonmacguiwatto_cobra

  • US will not tolerate EU fine against Apple, says White House

    twolf2919twolf2919
    shrave10 said:

    Whitehouse is right here IMO.  Unless Epic, Nintendo, and third party app stores for iOS all reduce their own commissions to developers to zero as well, Pres. Trump has full right to raise EU tariffs to the amount to recover any illegal fines to US companies.  

    It is not fair that all other platform vendors can charge a platform fee commission while Apple is not allowed to do same to recover costs of development, support, and marketing.  Core platform licensing fees can be negotiated to be on similar or even slightly lower than that of other platform vendors but it can not be zero.  

    This fine isn't even about what you think it's about  - it's not at all about the amount the app store charges.  So you're barking up the wrong tree.

    Your second observation that these are "illegal" fines is also rubbish - who gets to define "legal"?  Trump?  The EU is a sovereign country (well, countries) and makes its own laws.  It's not bound by American ones (besides, it's not even clear that these fines would be 'illegal' under American law either!)

    foregoneconclusionjibwilliamlondonalgnormmuthuk_vanalingamfahlmanshrave10Alex8888889secondkox2jmoore5196