tmay

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tmay
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  • Sales of iPhones down year-on-year despite popularity of iPhone XR in US

    lkrupp said:
    mubaili said:
    Apple must not talk itself into believing that it cannot gain more market share. It must act aggressively, speed up the cycle, and push more variety of devices, i.e., do what they have done to the iPad line up to the iPhone line up. 
    Blah, blah, blah, yada, yada, yada. The Macintosh has never had more than a 10% share of the worldwide market and it has been a success for Apple all these years. Discerning customers see the value and TCO of Apple products and are very willing to pay the mythical Apple Tax. When has Apple EVER had a dominating share of ANY market? They have literally created or boosted markets out of thin air (personal computers, portable music players, smartphones, tablets, smartwatches, etc) only to see them dominated by cheap knock-offs and lookalikes. Through it all Apple has remained true to its mission statement to provide well designed, reliable, usable products that customers like to use. Again, tech blog forums like AI are filled with comments from a market segment that doesn’t value design, only cares about specs, and wants everything cheap.
    While writing up responses to Avon b7, with great job security at that, I decided to find out how many Huawei models use the Kirin 980 SOC.

    Interestingly enough, I found a link that had images for 53 different models of using the Kirin 980, and that is certainly less actually numbers of devices than those using Apple's current A12 SOC. That's a lot of engineering resources devoted to a line of products that starts at much lower price points than Apple's current product line, and basically doesn't challenge Apple all that well on the flagship end of the market, and this is all provable by the ASP's generated by both product lines. I don't have to note, but I will, that Huawei mostly competes in the Android OS device market, and not directly with Apple's iPhone.

    Compare and contrast to Apple that has only current three models, all with high ASP's, and all with long lifecycle's, and of course, all of the benefits of the expanding Apple ecosystem, and all of which carry at least a one year advantage in SOC performance over any Android OS devices. Whether Apple needs to make a lower price model, perhaps along the line of the SE, is certainly debatable, but there isn't any current crisis from not doing that.

    macplusplusStrangeDaysgilly33Bart Ywatto_cobra
  • Apple iPhone chip maker TSMC predicting strong demand for rest of 2019

    avon b7 said:
    tmay said:
    avon b7 said:
    tmay said:
    avon b7 said:
    tmay said:
    jcs2305 said:
    ksec said:
    And it has very little to do with Apple.

    5G Modem and SoC as well as AMD's GPU and CPU. 
    TSMC is believed to have already commenced mass production for the Apple-designed "A13" chip, which will be at the heart of the 2019 iPhone refresh due this September.

    I think this ^ is a bit more than a little impact.  Yes they have other customers, but they aren't making a couple of hundred A13 chips either.

    Apple has the bulk of the early production 7nm+ /  euv process for the A13.

    https://www.techspot.com/news/80237-tsmc-7nm-production-improves-performance-10.html


    The linked article doesn't seem to even mention Apple. Or is my eyesight failing?

     
    https://www.tomshardware.com/news/tsmc-apple-a13-2019-iphone-processor,39315.html

    This is from the article on May 10th.

    "According to Bloomberg sources, TSMC began test production of the A13 in April, and volume production is expected to begin early this month. The EUV lithography is the successor to the company’s deep ultraviolet (DUV) process. It looks like TSMC is quite confident in its new process, since it’s willing to test the production of chips for a month before jumping into volume production. Furthermore, TSMC was not expected to begin mass production of 7nm EUV chips until next month."

    Are you afraid that Huawei won't be first?

    Hence why I stated "the bulk of the early production"

    Considering that Huawei isn't expected to deliver the Kirin 985 in a product until the end of the year, it looks like Apple will have the bulk of early production, so that it can meet its September deliveries for the new iPhone.

    Also, considering the number of A13's that Apple will need this production year, something on the order of 120 to 130 million A13's will be produced.
    tmay said:
    avon b7 said:
    tmay said:
    jcs2305 said:
    ksec said:
    And it has very little to do with Apple.

    5G Modem and SoC as well as AMD's GPU and CPU. 
    TSMC is believed to have already commenced mass production for the Apple-designed "A13" chip, which will be at the heart of the 2019 iPhone refresh due this September.

    I think this ^ is a bit more than a little impact.  Yes they have other customers, but they aren't making a couple of hundred A13 chips either.

    Apple has the bulk of the early production 7nm+ /  euv process for the A13.

    https://www.techspot.com/news/80237-tsmc-7nm-production-improves-performance-10.html


    The linked article doesn't seem to even mention Apple. Or is my eyesight failing?

     
    https://www.tomshardware.com/news/tsmc-apple-a13-2019-iphone-processor,39315.html

    This is from the article on May 10th.

    "According to Bloomberg sources, TSMC began test production of the A13 in April, and volume production is expected to begin early this month. The EUV lithography is the successor to the company’s deep ultraviolet (DUV) process. It looks like TSMC is quite confident in its new process, since it’s willing to test the production of chips for a month before jumping into volume production. Furthermore, TSMC was not expected to begin mass production of 7nm EUV chips until next month."

    Are you afraid that Huawei won't be first?

    Hence why I stated "the bulk of the early production"

    Considering that Huawei isn't expected to deliver the Kirin 985 in a product until the end of the year, it looks like Apple will have the bulk of early production, so that it can meet its September deliveries for the new iPhone.

    Also, considering the number of A13's that Apple will need this production year, something on the order of 120 to 130 million A13's will be produced.
    Did you make up the 'bulk of early production' then? Nothing you have linked to says that.

    Just like last year, TSMC is producing SoCs for both companies in parallel.

    Delivery of a product is irrelevant here. Production capacity was contracted last year and will be met unless Huawei says otherwise at a later date. Something which has never been claimed as yet.

    At present I can guarantee you that Apple doesn't have 120 million A13s in storage.

    https://www.patentlyapple.com/patently-apple/2019/04/tsmc-on-schedule-to-kick-start-production-of-apples-new-a13-7nm-euv-processor-dubbed-the-n7-pro-in-q2.html
    The production year is for the 2019 iPhone models, hence the 120 million units that Apple will have produced through the next year. This isn't that hard to figure out, and certainly more 7nm+ processors produced for Apple than what Huawei will use for its various product lines for the next year.
    No. It's really easy to figure out.

    You made a claim and tried to support it with link that didn't even mention Apple. When that was pointed out you scurried off at a tangent, posted another link (which also failed to back up your claim) and promptly scurried off to a completely different point!

    Now you have completely abandoned 'the bulk of early production' and are talking about shipments for next year!

    What I'm having trouble figuring out is why you still haven't provided any real support for your original claim.
    Uhm, you need to make some basic assumptions about Apple that are easy

    I assumed that Apple will sell 180 million iPhones for the next year. I also assumed 2/3 of sales will be of the three new models, so that 120 million units that require the A13. 

    Now, those numbers could certainly vary a bit, but the point is that Huawei won't be building anywhere close to 120 million smartphones in the next year that use the Kirin 785.

    But of course, you can show me your numbers to prove me wrong. 

    Here's a link that states that Apple is TMSC largest customer

    http://focustaiwan.tw/news/aeco/201906100012.aspx

    "Yet despite the gains, the May figure was still down 0.7 percent from a year earlier, as sales have been hurt by weakness at TSMC's biggest client, Apple, and on ongoing trade dispute between the United States and China."
    StrangeDayswatto_cobra
  • Apple iPhone chip maker TSMC predicting strong demand for rest of 2019

    avon b7 said:
    tmay said:
    avon b7 said:
    tmay said:
    jcs2305 said:
    ksec said:
    And it has very little to do with Apple.

    5G Modem and SoC as well as AMD's GPU and CPU. 
    TSMC is believed to have already commenced mass production for the Apple-designed "A13" chip, which will be at the heart of the 2019 iPhone refresh due this September.

    I think this ^ is a bit more than a little impact.  Yes they have other customers, but they aren't making a couple of hundred A13 chips either.

    Apple has the bulk of the early production 7nm+ /  euv process for the A13.

    https://www.techspot.com/news/80237-tsmc-7nm-production-improves-performance-10.html


    The linked article doesn't seem to even mention Apple. Or is my eyesight failing?

     
    https://www.tomshardware.com/news/tsmc-apple-a13-2019-iphone-processor,39315.html

    This is from the article on May 10th.

    "According to Bloomberg sources, TSMC began test production of the A13 in April, and volume production is expected to begin early this month. The EUV lithography is the successor to the company’s deep ultraviolet (DUV) process. It looks like TSMC is quite confident in its new process, since it’s willing to test the production of chips for a month before jumping into volume production. Furthermore, TSMC was not expected to begin mass production of 7nm EUV chips until next month."

    Are you afraid that Huawei won't be first?

    Hence why I stated "the bulk of the early production"

    Considering that Huawei isn't expected to deliver the Kirin 985 in a product until the end of the year, it looks like Apple will have the bulk of early production, so that it can meet its September deliveries for the new iPhone.

    Also, considering the number of A13's that Apple will need this production year, something on the order of 120 to 130 million A13's will be produced.
    tmay said:
    avon b7 said:
    tmay said:
    jcs2305 said:
    ksec said:
    And it has very little to do with Apple.

    5G Modem and SoC as well as AMD's GPU and CPU. 
    TSMC is believed to have already commenced mass production for the Apple-designed "A13" chip, which will be at the heart of the 2019 iPhone refresh due this September.

    I think this ^ is a bit more than a little impact.  Yes they have other customers, but they aren't making a couple of hundred A13 chips either.

    Apple has the bulk of the early production 7nm+ /  euv process for the A13.

    https://www.techspot.com/news/80237-tsmc-7nm-production-improves-performance-10.html


    The linked article doesn't seem to even mention Apple. Or is my eyesight failing?

     
    https://www.tomshardware.com/news/tsmc-apple-a13-2019-iphone-processor,39315.html

    This is from the article on May 10th.

    "According to Bloomberg sources, TSMC began test production of the A13 in April, and volume production is expected to begin early this month. The EUV lithography is the successor to the company’s deep ultraviolet (DUV) process. It looks like TSMC is quite confident in its new process, since it’s willing to test the production of chips for a month before jumping into volume production. Furthermore, TSMC was not expected to begin mass production of 7nm EUV chips until next month."

    Are you afraid that Huawei won't be first?

    Hence why I stated "the bulk of the early production"

    Considering that Huawei isn't expected to deliver the Kirin 985 in a product until the end of the year, it looks like Apple will have the bulk of early production, so that it can meet its September deliveries for the new iPhone.

    Also, considering the number of A13's that Apple will need this production year, something on the order of 120 to 130 million A13's will be produced.
    Did you make up the 'bulk of early production' then? Nothing you have linked to says that.

    Just like last year, TSMC is producing SoCs for both companies in parallel.

    Delivery of a product is irrelevant here. Production capacity was contracted last year and will be met unless Huawei says otherwise at a later date. Something which has never been claimed as yet.

    At present I can guarantee you that Apple doesn't have 120 million A13s in storage.

    https://www.patentlyapple.com/patently-apple/2019/04/tsmc-on-schedule-to-kick-start-production-of-apples-new-a13-7nm-euv-processor-dubbed-the-n7-pro-in-q2.html
    The production year is for the 2019 iPhone models, hence the 120 million units that Apple will have produced through the next year. This isn't that hard to figure out, and certainly more 7nm+ processors produced for Apple than what Huawei will use for its various product lines for the next year.
    AppleExposedStrangeDayswatto_cobra
  • Apple iPhone chip maker TSMC predicting strong demand for rest of 2019

    avon b7 said:
    tmay said:
    jcs2305 said:
    ksec said:
    And it has very little to do with Apple.

    5G Modem and SoC as well as AMD's GPU and CPU. 
    TSMC is believed to have already commenced mass production for the Apple-designed "A13" chip, which will be at the heart of the 2019 iPhone refresh due this September.

    I think this ^ is a bit more than a little impact.  Yes they have other customers, but they aren't making a couple of hundred A13 chips either.

    Apple has the bulk of the early production 7nm+ /  euv process for the A13.

    https://www.techspot.com/news/80237-tsmc-7nm-production-improves-performance-10.html


    The linked article doesn't seem to even mention Apple. Or is my eyesight failing?

     
    https://www.tomshardware.com/news/tsmc-apple-a13-2019-iphone-processor,39315.html

    This is from the article on May 10th.

    "According to Bloomberg sources, TSMC began test production of the A13 in April, and volume production is expected to begin early this month. The EUV lithography is the successor to the company’s deep ultraviolet (DUV) process. It looks like TSMC is quite confident in its new process, since it’s willing to test the production of chips for a month before jumping into volume production. Furthermore, TSMC was not expected to begin mass production of 7nm EUV chips until next month."

    Are you afraid that Huawei won't be first?

    Hence why I stated "the bulk of the early production"

    Considering that Huawei isn't expected to deliver the Kirin 985 in a product until the end of the year, it looks like Apple will have the bulk of early production, so that it can meet its September deliveries for the new iPhone.

    Also, considering the number of A13's that Apple will need this production year, something on the order of 120 to 130 million A13's will be produced.
    StrangeDayswatto_cobra
  • Apple iPhone chip maker TSMC predicting strong demand for rest of 2019

    jcs2305 said:
    ksec said:
    And it has very little to do with Apple.

    5G Modem and SoC as well as AMD's GPU and CPU. 
    TSMC is believed to have already commenced mass production for the Apple-designed "A13" chip, which will be at the heart of the 2019 iPhone refresh due this September.

    I think this ^ is a bit more than a little impact.  Yes they have other customers, but they aren't making a couple of hundred A13 chips either.

    Apple has the bulk of the early production 7nm+ /  euv process for the A13.

    https://www.techspot.com/news/80237-tsmc-7nm-production-improves-performance-10.html


    watto_cobra