tmay

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tmay
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  • Apple's iPhone assembly automation goal has hit some bumps in the road

    Afarstar said:
    tmay said:
    It surely makes it easier to "friend shore" assembly operations out of China, and the sooner, the better. Now if the bulk of the rest of Apple's supply chain in China is shifted to other "friendly" Asian countries, Apple might survive were China to actually attempt an invasion of Taiwan.




    If China does invade Taiwan, Apple can probably kiss goodbye to chips made by TSMC. Then what happens? 
    Hence why TSMC is being paid to build plants in the U.S., EU, and Japan. Why take a chance?

    It's actually worse than that. Expect a global dislocation in trade as the bulk of trade travels through South Asia, including vital energy and foodstuffs that China relies on. Yeah, not good, but Xi is focussed on himself, not China.
    williamlondonbyronlwatto_cobra
  • Apple's Core Technology Fee at the center of EU's first DMA violation investigation

    gatorguy said:
    gatorguy said: What revenue? If Apple complies then there are no fines. Both Google and Microsoft have already dealt with this. For Apple, it's all new. 
    The $1.8 billion fine per supposed "abusive" rules for music streaming in the App Store. If you actually look at the history of music streaming on iOS, the level of the fine is totally ridiculous. Spotify, the main complainant, only offered IAP for a total of two years on the App Store and only one of those years involved Apple Music as a competitor. The reality is that Spotify's preferred approach to the App Store was available to them right from the start: have the free ad-supported version available to download from the App Store and have the premium subscription version only available for sign-up online. Apple didn't receive any commission from that approach and Spotify was able to successfully grow their business using it. 

    Look at these stats for the United States alone...Spotify's business started a dramatic upward curve in 2016. Abuse? It has no basis in reality. 
    https://www.statista.com/statistics/293749/spotify-pandora-number-active-users/

    "In setting the level of the fine, the Commission took into account the duration and gravity of the infringement as well as Apple's total turnover and market capitalization. It also factored in that Apple submitted incorrect (aka untruthful) information in the framework of the administrative procedure.

    In addition, the Commission decided to add to the basic amount of the fine an additional lump sum of €1.8 billion to ensure that the overall fine imposed on Apple is sufficiently deterrent. Such lump sum fine was necessary in this case because a significant part of the harm caused by the infringement consists of non-monetary harm, which cannot be properly accounted for under the revenue-based methodology as set out in the Commission's 2006 Guidelines on Fines. In addition, the fine must be sufficient to deter Apple from repeating the present or a similar infringement; and to deter other companies of a similar size and with similar resources from committing the same or a similar infringement.

    The Commission has concluded that the total amount of the fine of over €1.8 billion is proportionate to Apple's global revenues and is necessary to achieve deterrence."

    As I said in the earlier post, Google and Microsoft fines were not solely dependent on the monetary damages to others for breaking competition law and fined $Billions for it. They've been there and learned that fines are sometimes meant to discourage a repeat of the same behavior.  Apple is pushing the limits to see how it applies to its own practices, and they're certainly rich enough to test the waters. 


    Edit: Heck, take that piddling amount of money out of its stock buyback program since no one would notice it anyway. It will have a near zero impact on Apple's wealth, IMHO. 


    Spotify is a nominally $60B European based company, 

    https://www.statista.com/statistics/244990/spotifys-revenue-and-net-income/

    Spotify doesn't seem to make any profit, or a best, infrequently and barely noticeable

    On top of that, Spotify doesn't seem to be able to pay fairly for content;

    https://variety.com/2024/music/news/music-publishers-complaint-against-spotify-with-ftc-1236035604/

    “Spotify has deceived consumers by converting millions of its subscribers without their consent from music-only subscriptions into ‘bundled; audiobook-and-music subscriptions, publicly announcing increased prices for those subscriptions, failing to offer an option for subscribers to revert to a music-only subscription, and thwarting attempts to cancel through dark patterns and confusing website interfaces,” the letter reads in part. “This bait-and-switch subscription scheme is ‘saddling shoppers with recurring payments for products and services they did not intend to purchase or did not want to continue to purchase.’ Indeed, it has all the red flags of problematic negative-option practices that the FTC has consistently warned companies about: (1) Spotify has failed to give consumers all material information about its subscription plans up front; (2) Spotify has billed consumers without their informed consent; and (3) Spotify has made it hard for consumers to cancel.

    The EU supporting Spotify as their "consumer tech champion" is certainly a questionable goal that needs to be reevaluated.

    Fining Apple 1.8B euro for anti-steering, which hasn't had any effect on Spotify for years, and with Apple's 25% EU marketshare being half of Spotifies, seems, at best, misplaced, but sure, deep pockets.
    radarthekatlotoneskiltedgreenbyronlwatto_cobra
  • Apple's iPhone assembly automation goal has hit some bumps in the road

    It surely makes it easier to "friend shore" assembly operations out of China, and the sooner, the better. Now if the bulk of the rest of Apple's supply chain in China is shifted to other "friendly" Asian countries, Apple might survive were China to actually attempt an invasion of Taiwan.

    This is a negative for China, in that as the story states, a reduction in labor will have a negative impact on the economy of China, with a further reduction in consumer consumption.


    nubusssfe11blastdoorwatto_cobra
  • Apple Intelligence & iPhone mirroring aren't coming to EU because of the DMA

    avon b7 said:
    tmay said:
    https://ec.europa.eu/newsroom/eismea/items/826237/en

    Why Europe is losing the race for innovation


    Die Welt | 10/04/2024 | Europe - The European Union (EU) continues to lose ground in the global race for promising technologies. When it comes to research and development expenditure in growth sectors such as biotechnology or the digital economy, the USA is far ahead. The Chinese have also risen to become a global power factor in some future technologies in just ten years.


    But... 

    https://tech.eu/2023/11/28/the-state-of-european-tech-2023-consistent-long-term-growth/

    Swings and roundabouts
    My link was an EU Commission report.

    Your source is a Venture Capitalist, and frankly, the report relies on some pretty "flakey" metrics. Then again, the intent is to entice investors, so, maybe it will work.

    I'll go with the EU Commission report. 
    ihatescreennamesdanoxnubuswatto_cobra
  • Apple Intelligence & iPhone mirroring aren't coming to EU because of the DMA

    https://ec.europa.eu/newsroom/eismea/items/826237/en

    Why Europe is losing the race for innovation


    Die Welt | 10/04/2024 | Europe - The European Union (EU) continues to lose ground in the global race for promising technologies. When it comes to research and development expenditure in growth sectors such as biotechnology or the digital economy, the USA is far ahead. The Chinese have also risen to become a global power factor in some future technologies in just ten years.


    williamlondondanoxwatto_cobra