k2kw

AppleExposed said:

seanismorris said:

Project Titan was a “me too” project.  

Everyone is working on the self driving car, but the technology isn’t there yet.  Apple isn’t really in the business of inventing the hardware...

If Apple was one of the top companies in self driving, that would be different.  But with companies like GM (automakers) doing so much better (than Apple) it’s kind of a waste of resources.

You're so wrong it's disgusting.

Apple has been working on this before the self-driving bandwagon. Far from "me too".

Also you and neither of us here can say who's doing better than Apple when we have no idea what they've done or what they're doing.

Apple could have released a crappy car 3 years ago as a "me too" project but it's far from that and Apple only releases polished products.

GeorgeBMac said:

So, it really comes down to a battle between Protectionism or making the latest and greatest technology available to Americans.

GeorgeBMac said:

k2kw said:

rotateleftbyte said:

Mike Wuerthele said:

So, there will be those column-inches slain, and it will be a debacle, of that there is no doubt. However, it won't be much of one in actuality. It may pose a problem in the fall for iPhone upgrades, but if Apple keeps spending money at the same rate it is minus device construction and never makes another single dollar, it can run for about five years.

Those column inches will be read by those on Wall St that speak out of what they sit on and APPL will get marked down accordingly.

The shorters will make a few billion in the process.

That is the risk that Apple has to face up to. Not us the customer but us, the stockholder are the people they serve.

I see a lean couple of years for Apple from September 2019 to September 2021.

If I were Tim Cook (and I'm glad I'm not) I'd be making sure that there was a lot of other product ready to go on sale until they get a full 5G (ratified to the standard) phone on the market.

But once again, Wall St will ignore everything but the iPhone sales (or lack of...) but at least a steady stream of new product that is not a Phone will keep us (customers) relatively happy and us(stockholders) ready to buy APPL at appropriate times.

I'm not a holder of APPL stock at this point in time and the above is not investment advice in any way shape or form. It is just my opinion. YMMV

Apple stopped disclosing unit sales because they knew that declining iphones sales was coming.    They expected growing services and accessories business to cover up the fall in I phone revenue

Even though I think 5G will take a while to make a significant impact I believe that Apple should switch back to QualComm modems.
 The apple fanboys think that Apple can be late to the party with 5G but show up in the most fashionable dress but I think they are ignoring some points.

1.    QualComm's X55 modem is built with a 7nm process.   This will probably help battery life giving people who buy 5G phones the false belief that their phone is more better because it's 5G.    I doubt if intel will get their modems that small and energy efficient.   Look at how much they are behind with their i series chips.

2.    When apple originally implemented LTE they were considered behind the times like now.   But the difference is that Apple implemented LTE using QualComm modems which had the benefit of A.   coming from the developer of LTE technologies and B.  Qualcomm had a couple years of experience with developing modems in Android devices to improve their technology to Apples benefit.     Apple won't have those benefits now.    Intel's 5G modems like their 4G modems will be both late and substandard and when they do come out QualComm's third generation will perform much better than Intel.   If Apple is working to develop their own modems now I'm sure they will eventually get better but don't expect them to be that good right out of the gate.

3.    Many people believe that the switch to 5G will take years (probably years in the US) but it may actually go faster in other countries like China.    I expect Huawei to push strongly into 5G since they both make the Telecom infrastructure and cell phones.   Big urban centers in China will probably see this shift faster than Americans.   Apple phones will be even more unattractive compared to Android phones and Sales will continue to fall off even more.    Apple could respond by installing Huawei modems in their Chinese models but that would probably undercut the privacy benefits of Apple phones in China even more.

4.   Even if it takes two years to 5G to penetrate American Cities phone models created this year with the X55 like the Samsung S10 will still be a viable phone when selling two years from now while the iPhone XR2 (Apple's 2019 model) will be fall off in value in 2021 because it won't have 5G.  

All true.   But:
1)  Going to Huawei chips would get a TrumpTweet raging about MAGA.
2)  Developing their own could take a very long time -- at which time iPhones could have permanently lost their glitter.

Apple and Qualcomm have teamed up to paint themselves into a corner here.

(As for Huawei:  They have said that Trump's raging and trash talk is not a major concern for them:   If Trump manages to block them from the U.S. market, they still have the rest of the world.  So Apple's choice is whether to support Trump or their product.  One option might be for them to license Huawei's technology and manufacture it themselves -- but that assumes that Huawei would do that.)

crosslad said:

k2kw said:

rotateleftbyte said:

Mike Wuerthele said:

So, there will be those column-inches slain, and it will be a debacle, of that there is no doubt. However, it won't be much of one in actuality. It may pose a problem in the fall for iPhone upgrades, but if Apple keeps spending money at the same rate it is minus device construction and never makes another single dollar, it can run for about five years.

Those column inches will be read by those on Wall St that speak out of what they sit on and APPL will get marked down accordingly.

The shorters will make a few billion in the process.

That is the risk that Apple has to face up to. Not us the customer but us, the stockholder are the people they serve.

I see a lean couple of years for Apple from September 2019 to September 2021.

If I were Tim Cook (and I'm glad I'm not) I'd be making sure that there was a lot of other product ready to go on sale until they get a full 5G (ratified to the standard) phone on the market.

But once again, Wall St will ignore everything but the iPhone sales (or lack of...) but at least a steady stream of new product that is not a Phone will keep us (customers) relatively happy and us(stockholders) ready to buy APPL at appropriate times.

I'm not a holder of APPL stock at this point in time and the above is not investment advice in any way shape or form. It is just my opinion. YMMV

Apple stopped disclosing unit sales because they knew that declining iphones sales was coming.    They expected growing services and accessories business to cover up the fall in I phone revenue

Even though I think 5G will take a while to make a significant impact I believe that Apple should switch back to QualComm modems.
 The apple fanboys think that Apple can be late to the party with 5G but show up in the most fashionable dress but I think they are ignoring some points.

1.    QualComm's X55 modem is built with a 7nm process.   This will probably help battery life giving people who buy 5G phones the false belief that their phone is more better because it's 5G.    I doubt if intel will get their modems that small and energy efficient.   Look at how much they are behind with their i series chips.

2.    When apple originally implemented LTE they were considered behind the times like now.   But the difference is that Apple implemented LTE using QualComm modems which had the benefit of A.   coming from the developer of LTE technologies and B.  Qualcomm had a couple years of experience with developing modems in Android devices to improve their technology to Apples benefit.     Apple won't have those benefits now.    Intel's 5G modems like their 4G modems will be both late and substandard and when they do come out QualComm's third generation will perform much better than Intel.   If Apple is working to develop their own modems now I'm sure they will eventually get better but don't expect them to be that good right out of the gate.

3.    Many people believe that the switch to 5G will take years (probably years in the US) but it may actually go faster in other countries like China.    I expect Huawei to push strongly into 5G since they both make the Telecom infrastructure and cell phones.   Big urban centers in China will probably see this shift faster than Americans.   Apple phones will be even more unattractive compared to Android phones and Sales will continue to fall off even more.    Apple could respond by installing Huawei modems in their Chinese models but that would probably undercut the privacy benefits of Apple phones in China even more.

4.   Even if it takes two years to 5G to penetrate American Cities phone models created this year with the X55 like the Samsung S10 will still be a viable phone when selling two years from now while the iPhone XR2 (Apple's 2019 model) will be fall off in value in 2021 because it won't have 5G.  

Re: 4. Have I missed something, or have Samsung just announced 4 new phones in this years lineup, 10SE, 10S, 10S+ and Galaxy Fold, none of which support 5G?

genovelle said:

flydog said:

This article does not provide any support for its premise that "a media narrative is unfolding that Apple must ditch its reliance on premium hardware."  The only article it cites, the Mims article, argues that Apple should shift its focus from Mac to iPhone, iPad, and other consumer products (not services).  The Mims article even suggests against a shift to services, noting the failure of Apple's contemporaries to capitalize on a services shift, and that Apple's "traditional weakness . . . is cloud services." 

Apple has been the one pushing the services story, and working to shift the focus of investors from hardware to services, which has included discontinuation of reporting unit hardware sales.  Whether Apple can successfully pivot to services remains to be seen, but based on Apple's previous efforts in the services arena, the odds are not great.  

Apple is a great hardware company, but its services offering have not been good at all.  Even its operating systems have started to become bloated, with security issues and bugs occurring at higher rate than ever before. Those of us who used iOS and MacOS in the mid to late 2000s remember a time where bugs were a rare occurrence. 

While there may be some publication out there that has asserted that Apple must shift away from hardware, the consensus is more an expression of doubt as to whether can pull off a shift to services, rather than a united call for Apple to shift to services as this article alleges.  

The real consensus in the media is that Apple must continue to focus on making great hardware, while monetizing that hardware through services. 

I hear what he is saying. I’ve been reading article after article since that implies Apple is doomed because the IPhone is failing. They painted this picture even when the opposite was happening. Remember the year of claiming you the iPhone X wasn’t selling when it was actually the top selling iPhone with total record sales?