melgross

imat said:

macxpress said:

melgross said:

We don’t know where Apple is with their car. They did just patent a steering mechanism, so it looks as though they’re moving forward.

Rivan has gotten some excellent reviews of their vehicles. They are expected to produce between 25,000 to 28,000 this year. Nevertheless their stock has been pounded, as some investors aren’t happy with the numbers. Some think that Rivan will run out of money. It would be an interesting move if Apple invested in the company, or even bought it outright. I would be for that. Unlike a number of other possible competitors who have produced one or two cars, but nothing else, Rivan is actually producing. It’s easy to forget how many years it took Tesla to get to 40,000 cars a year - a lot longer than it’s taking Rivan to ramp up. With Apple’s money, the doubts about the company’s survival would end.

Apple could, and no doubt would, revamp the designs and add their own work. This might be the best solution Apple has.

I think it would be a good idea for Apple to buy them. I don't see Apple doing this alone without some sort of partner. 

I don't see them buying a "brand" with an established design language for such a crucial endeavor (they bought Beats, but more for the streaming than the hardware). A manufacturing partner better suits Apple's "control wishes" over everything. Buying a car manufacturer such as Rivian an then firing half of their design and software team to replace them with Apple's own, seems a bit too much. I think the culture clash in such a purchase could be massive. Apple better do it on their own. Also Rivian still needs to scale manufacturing. I think Apple is looking for a manufacturer which can produce at scale already. Or ramp it up themselves, but in that case the challenge is so massive it might take them a decade to do, and the adventure will be a money pit until they reach quantity. Rivian, for all the good press, is still niche and not profitable. Tesla needed a decade to become profitable. And now, all established manufacturers are getting on board with EV so the market becomes more and more crowded.

I also think Apple is looking outside of China to do the car. (Korea, India, Japan, Europe, US, they have choice).

Despite negotiating with a number of manufacturers, none have mived forward. It would have to be a car company though. But the problem as the CEO  either BMW or Mercedes said (I don’t remember which), they don’t want to become known as the “Apple Car manufacturer.”

We don’t know where Apple is with their car. They did just patent a steering mechanism, so it looks as though they’re moving forward.

Rivan has gotten some excellent reviews of their vehicles. They are expected to produce between 25,000 to 28,000 this year. Nevertheless their stock has been pounded, as some investors aren’t happy with the numbers. Some think that Rivan will run out of money. It would be an interesting move if Apple invested in the company, or even bought it outright. I would be for that. Unlike a number of other possible competitors who have produced one or two cars, but nothing else, Rivan is actually producing. It’s easy to forget how many years it took Tesla to get to 40,000 cars a year - a lot longer than it’s taking Rivan to ramp up. With Apple’s money, the doubts about the company’s survival would end.

Apple could, and no doubt would, revamp the designs and add their own work. This might be the best solution Apple has.

danox said:

blastdoor said:

danox said:

B-Mc-C said:

Clarus said:

cia said:

When China takes back Taiwan it's going to really hurt the west.  All these chip facilities will disappear overnight.

Kuyangkoh said:

West….Diversify now forever be held hostage 

That is precisely why the last paragraph talks about upcoming facilities being constructed in Arizona USA, and Singapore. TSMC and Apple probably are already deep into contingency planning for if/when China tries to turn Taiwan into the next Ukraine. Everybody knows China is likely to be as ruthless and unconcerned with civilians and scorched earth as Russia.

But the $12B plant in Arizona pales in comparison to the $40B in new plants that were announced in this article for Taiwan (and only represents 10% of the recent $120B spending spree). It’s likely being built there just to keep Apple happy, and they probably have first right of refusal for all of the Arizona capacity.

It’s far more likely that these plants are Taiwan’s hostages. In other words, “the West will only be forced to go to war for us if we keep most of our plants right here.”

True, but China is winning without firing a shot, most of America’s or Russia’s current problems are self inflicted resource sapping wars, unless they do something stupid the next half century appears to be their’s.

Has anyone heard any news on that Thorium Reactor, that China built?, it is supposed to begin testing last September 2021?

China *was* winning until Russia fired a shot and Xi shot off his mouth. Now the veil has been lifted and the world sees what China has become and what it intends. 

And actually, it’s not even clear China was “winning.” The Chinese face many serious problems. They might be peaking as a world power, which makes them more dangerous. Beware an old man in a hurry.

China appears to be winning on all fronts except for a few tech large companies in Silicon Valley all of whom are currently under attack from within the west ie.. Washington DC and the EU. 

The big US companies aren’t saints either hiring Pinkerton’s to crush unions won’t help long term either. China is focused, Russia however is on it’s last legs as a superpower they will joining the UK as a enfeebled has been infrastructure and a terminally non functioning ill economy is slowly killing them…

China has numerous problems. Their economy is in major trouble because of the real estate problems, and now, it’s in big trouble because of Xi’s zero Covid policies. As their population crashes over the next few decades (estimates are 780 million by 2050) it will be old and therefor unable to meet the needs of the retired population, or the workforce needed to keep the country on top of manufacturing.

the country is undergoing a lap it military buildup as it knows the US is moving from a force aimed at wars in places such as Afghanistan to a major power conflict. They know that then the change is done, they won’t be able to compete, so they’re working on the buildup now, before we get there. But when we do, they’re fleet and other major military atms will be obsolete, so that’s a problem for them.

when China was coming out of the Mao era, it had nothing. So moving at a 10-12% economic clip was easy. But now, it’s much more difficult, as the jaw of large numbers comes into play, and as pay and benefits begin to rival other powers, and they lose their advantages. In another ten years, at most, manufacturing in China will cost as much, or, with the high shipping costs, more than here. Their advantage will be lost. And the US is still the second largest manufacturing and export nation. We were the first until the Bush recession knocked us out of that spot.

The plant in Arizona, according to tsmc is for 5nm, not 3nm.

omasou said:

GG1 said:

omasou said:

mfryd said:

The new EU rule only applies to phones that used wired charging.  It does not apply to phones that only use wireless charging (such as Apple's MagSafe).  If Apple used software to disable charging on the lightning port, that would make the iPhone 13 compliant with the new USB-C rule.

or move to wireless charging on all new phones and ditch the lighting port.

What port does the charging puck use?

I believe the law requires the device port to be USBC but if talking about both end of the cable then Apple already has USBC version of the puck for watch and phone. So a non-issue, just need to delete the device port. done.

No.