danox

Stabitha_Christie said:

Pema said:

One day he says that his estimate is 60K-80K units. Then he reads his tea leaves and comes up with 180K sold. But, and this is where he is covering where the sun don't shine, orders are tapering off. And oh, yes, it is a niche 

He said they would have 80k to ship initially and now he is saying they took orders up to 180k. Those statements are in no way incompatible or contradictory.  He is also correct that it tapered off, that isn’t a bad thing. It’s a statement of fact. It’s also a niche product. Will it alway be one? Who knows. But currently it very much is. 

He and you be eating Crow for the rest of the year.....enjoy.

Lead times are going to get worse after February 2 if the Apple Vision works as advertised. Particularly if spacial video is a hit......iPhone 15 Pro sales may go up too.

If spacial video works Netflix/Spotify are going to cry foul help me government.

The EU will succeed in getting out of date software/hardware made just for them. They represent only 19% of Apple total sales worldwide, the market in Japan, China, and the USA are all larger than the entire EU when counted separately, the EU is falling behind the rest of the world and their actions won't save tech in Europe not the way they are going about it propping up money loser Spotify is the wrong way.

Apple should continue their efforts in India which in time will be larger than the EU (Europe) and the rest of the world which interestedly has a third Chinese company that has come out nowhere called Transsion who is now selling in Africa, Mideast, Central and South America.

https://arstechnica.com/gadgets/2024/01/apple-hits-all-time-high-smartphone-market-share-takes-1-spot-for-2023/

https://www.canalys.com/newsroom/global-smartphone-market-2023

foregoneconclusion said:

carnegie said:

foregoneconclusion said:

godofbiscuitssf said:

So Apple has to allow companies to say "you go to <company's website URL> to subscribe", but Epic and other companies don't have a right to their own app stores?

The anti-steering ruling was specific to California state law. I believe Apple is still appealing that ruling, but if they ultimately lose then it's CA only. 

foregoneconclusion said:

flydog said:

foregoneconclusion said:

godofbiscuitssf said:

So Apple has to allow companies to say "you go to <company's website URL> to subscribe", but Epic and other companies don't have a right to their own app stores?

The anti-steering ruling was specific to California state law. I believe Apple is still appealing that ruling, but if they ultimately lose then it's CA only. 

What? No. Wrong!

https://s3.documentcloud.org/documents/21060628/epic-apple-injunction.pdf

"The 9th US Circuit Court of Appeals found last year that Apple violated California’s Unfair Competition Law by limiting the ability of developers to communicate about alternative payment systems."

https://news.bloomberglaw.com/antitrust/supreme-court-rejects-apples-request-for-epic-app-store-review#

So what I was wrong about was that the appeal per anti-steering was ongoing. SC refused to hear both Epic and Apple's appeals.

The injunction against Apple's anti-steering policies applies nationwide even though it's based on violation of California law.

That doesn't make any sense. You don't extrapolate state laws to cover the entire country. You can say CA has the right to enforce the law because there isn't a federal law regarding anti-steering that takes precedence. 

Texas, Florida, and the whole Southeastern United States would have a lot to say about that, California law doesn't apply to other states. Now if they pass the same law in that state that would be different but that ain't gonna happen