ksec

neilm said:

I can only imagine that the author is being paid by the word.

Typical of DED's article. 

quakerotis said:

Nonsense and typical columnist speculation. There is no evidence that any of this is true or that it would make any sense to do.

I think there was clearly lack of hardware understanding, especially the last few sentences on CPU ISA. And the cost involves in building Desktop Class CPU and GPU. Could Apple do it, Yes. Does it make any sense? Well no one have given a decent argument yet.

The Mac App Store is not mandatory, and its App Submission does not force the use of OpCode, not to mention the compiler optimisation are ISA specific. Which we have known and confirmed on multiple WWDC occasions for years. ( And yet AI still repeat those nonsenses ) 

It talks about a Mix of ARM ( only ) and Intel ( Mix ARM ) Model without specifically mentioning it. An ARM Only Mac is basically an iPad with Keyboard. 

I thought all of these were Obvious, especially after WWDC when Apple has double down on Pro ( Real Pro ) and iPadOS. 

And the reason why they never used AMD? AMD wasn't any good in the last 15 years. It isn't until Zen 2 ( Only Released two weeks ago ) were they competitive on multiple levels. 

1STnTENDERBITS said:

ksec said:

Worth doing some numbers.

Apple roughly ships 200M iPhone, 100M of those are not the latest, i.e iPhone 8 and below. Foxconn in India already has the ability to assemble those phones if and when needed. It is only a matter of scale.

US has roughly 30% of Apple's revenue, so assuming in perfect scale ( which won't be the case but for the sake of numbers ), Foxconn will need to assemble 15M older generation iPhone and 15M latest iPhone outside of China.

This doesn't make sense.  You can't use # of phones as a proxy for revenue.  There are too many things wrong here.  You've basically said Apple needs to make 30M phones -total- for the US.  Does that sound right to you?

Just find one of those estimates from Gartner, IDC, etc. and look at their yearly US sales estimates.  That's approximately how many phones Foxconn would need to assemble outside of China.  It's going to be more than 30M

As the comment below mine pointed out, I did the math wrong, it should be 60M. 

Analysts believe the bill of materials has been reduced by between $30 and $50 per 2019 iPhone, 

Do JP Morgan's Analyst even have the slightly idea how much do Memory, NAND, and actual BOM of the iPhone cost. $30 to 50 off BOM is. A LOT. 

It is not like NAND and DRAM suddenly cost nothing. Not to mention if Apple decide to use 7nm EUV for their next SoC AND add additional camera module and lens.

The only way that is possible is if Samsung's OLED being used by Apple this year is no longer custom made ( like the previous two generation ) and is a lot cheaper by sharing production capacity and volume with Samsung S10 series. 

If you consider 50% of all Mac users are new and Apple sold ~20M per year, which means Apple should have added ~10M Mac users every year. 

But that is not the case, this latest Active Mac users just show there are also lot of people leaving the Mac ecosystem.

WTF, Appleinsider making up shit again?

WHEN did APPLE EVER use Ships for iPhone?

For a site that DED in some sense try to argue for its value and management practice, this is beyond disgrace.

Great, It is good to know why the Ireland DC is on hold for such a long time.

They will need a decent Mac Mini upgrade. Much more polishing on OSX El Capitan to even let Enterprise Consider it. Windows 10 on PC is still a much better choice at the moment.

It seems to be FCP has relinquish into Prosumer usage only. Does anyone know if any Hollywood studio are using FCP?