tmay

Scot1 said:

As a Canadian, while, I don’t support legislation to force Apple to open up their eco stream, make no mistake, the EU is as economically powerful as the United States. 

Based on GDP comparisons between the U.S. and the EU, you made a mistake.

U.S. GDP in 2022 was about $25 T

EU GDP in 2022 was about $16 T

The U.S. largest trading partner is Canada, followed by Mexico, China, and then the EU.

The populations of NAFTA, and the EU are about the same at 450 million.

What's interesting is that the U.S. shifting supply chains out of China is particularly benefitting Mexico and the State of Texas.

gatorguy said:

9secondkox2 said:

kkqd1337 said:

whatever the chosen method.... Apple should introduce a cross platform messenger.

There is literally nothing wrong with the current implementation. 

Google just wants everyone to use their standard instead of Apple’s better standard. 

Apple doesn't offer a standard.  

Actually, iMessage is the defacto standard for the U.S., and that happened because Google. et al, collectively couldn't get their shit together for more than a decade, and then they finally birthed RCS.

Y'all are late to the party. Sad.

avon b7 said:

tmay said:

avon b7 said:

tmay said:

avon b7 said:

tmay said:

avon b7 said:

To the contrary of what some people claimed, it was never going to be easy. Not in software or in hardware.

5G is a huge collection of different standards and technologies falling under one general umbrella. 

A few years ago you could have got away with NSA but now you have to support SA and advances for the immediate future (5.5G) and then be ready for 6G.

Realistically speaking Apple needed to be at the table where the standards themselves are thrashed out. 

Without a seat at those tables you will always be playing catch up to a certain degree. 

They acquired the Intel division plus accumulated patents. You could argue that got them onto the ladder. Climbing it is another story. 

The odds of Apple producing a superior product to anything Huawei, Samsung, Qualcomm, Broadcom can produce are limited simply because those companies have decades of accumulated knowhow and resources.

Perhaps 'good enough' is where they are happy to be at the moment in terms of verticality in manufacturing. I think that's a valid aim but it won't free them of patent agreements. 

Beyond the modem and antenna designs themselves, the whole thing was a result of a massive strategic goof. The spat with Qualcomm. 

When the Intel plan collapsed it really was a Yikes! moment and although we don't know the details of the deal, it's hard to imagine Qualcomm not having the upper hand in negotiations. 

It's funny, but I would use your exact same argument against Huawei/HiSilicon/SMIC, which are firmly anchored in pushing older Western tech to its limits, five years behind and attempting to break out. Who do you think is going to be more successful in their endeavors? Huawei/HiSilicon/SMIC or Apple?

And while some have lauded Huawei’s HiSilicon chip design business for beating Apple to the punch with the apparent development of its own 5G modem in China’s Mate 60 Pro, lab tests show that Huawei’s chips consume more power than competitors’ and cause the phone “to heat up” which is bad for performance.

So yeah, modems are hard.

Apple’s custom modem work continues, and Bloomberg’s Mark Gurman suggests we’ll likely see them gradually roll out before the current Qualcomm deal expires in 2026.

Qualcomm may have had the "upper hand" in negotiations, and has recently seen a reprieve, but it in fact Apple that was visionary enough to add long term options to the agreement, just in case.  Should Apple deliver their own modem by 2026, or even later, it is due to Apple being able to generate enough revenue and profits to more than afford that considerable R&D effort. 

You know, the same company that set the bar for smartphones some 16 years ago, which nobody saw coming.

https://appleinsider.com/articles/19/06/29/12-years-of-iphone-why-apples-first-smartphone-was-far-from-a-guaranteed-success

First point: Huawei (and by a wide margin). Designing a modem and manufacturing the design are two different things and five years is a world away in technology. 

Second point: if 'visionary' were even applicable, they would never have found themselves in this predicament in the first place. It was more a case of not having any more cards to play. To Qualcomm it just means one less competitor (and even that term is a stretch) and much more money.

Older western tech? 

I hope you realise that NearLink devices are now shipping. LOL!

https://techjaja.com/huawei-nearlink-wireless-revolution/

NearLink is UWB. 

Apple was first to introduce UWD in a smartphone, and today, I expect every phone to have UWD of some type, but they don't because it isn't as cheap as BT.

Apparently, the secret of NearLink is to use a extremely wide spectrum, of the order of at least 400 MHz (a BT channel has 20 MHz, and a WiFi channel 20 (802.11 b) or 40 MHz.

I wouldn't be surprised of parallel data transfers.

This would be in line with the idea that Huawei wants a sort of "super device" where single devices can be added seamlessly in a modular fashion and sending data at high speeds.

Apple's UWB technology is similar, but proprietary and kept like a Draconian treasure. This led societies to instead release an update the Bluetooth LE, especially for wearables, to improve the data rate.

Of course, Huawei is able to introduce technology at 400 Mhz of bandwidth, in China that may not be allowed in the rest of the world. 

https://www.androidauthority.com/what-is-uwb-1151744/

That has nothing to do with the point! 

You were going off about using 'older western tech' so I gave you the perfect example of the exact opposite. Of course, in a thread on 5G and Huawei being one of the major 5G players, trying to make the point you made was already flat on its face before you hit the 'post' button. 

And when you say 'western' I suppose you are trying to squeeze TSMC in which is completely laughable.

On the subject of UWB, that is nothing new. It's been around for decades and Huawei has been using it for years now in industrial settings, so saying NearLink is UWB is saying nothing. 

Like saying Apple was first to put UWB in a phone. 

NearLink is a wireless implementation with over 300 companies on board. What counts here is what it does and how it does it. For example, it uses polar codes. As for cost, I'm not following you. How could Huawei put it in its newest earbuds if cost was an issue? Btw, those earbuds are taking advantage of NearLink to enable Huawei's latest HD audio codec. 

Cost used to be a factor but if a pair of earbuds have it.... 

Taiwan is a democracy, hence why it is aligned with the West, ie, "Western", which is the EU, U.K., U.S., Canada, Australia, New Zealand, South Korea, and Japan, plus a number of smaller nations. It isn't about geography, nor does Taiwan belong to China due to geography.

As for UWB, All of the iPhones from 11 on, later watches, and of course, AirTags, have UWB, so, easily more than a billion devices.

You failed. Apple is so much a member that the organization is concerned about Apple throwing its weight around, and I did mention that Huawei's modem in the Mate 60 is noted for overheating the phone.

Utter hogwash. 

Taiwan is not western because it's a democracy! 

TSMC would be selling millions of EUV based chipsets to China if it weren't for sanctions. The minute US technology can be eradicated from tool lines, the restrictions will cease to exist in their current form. The same applies to South Korea. 

In fact South Korea has made it clear to the US that too much meddling in its affairs won't be appropriate. It doesn't want to see any drastic movements with regards to China which is a major trading partner. 

When that happens the US will double down on the government and bully Taiwan to impose export restrictions. Just like it did with the Dutch government. Very democratic! South Korea will be a hard nut to crack. 

I haven't been paying too much attention to the thermals on the Mate 60 series but I haven't heard of issues with the modem. I have heard it gets hot with certain games and after hours of video recording. 

FWIW I've also heard that the A17 Pro is overheating while gaming. 

Geopolitics you have yet to master. 

Funny thing about the U.S. "bullying" its allies; these same allies are dependent on the U.S. as a security guarantor against, you probably won't guess this, the PRC and Russia. So when the U.S. provided THAAD to South Korea, the PRC shit bricks, and essentially banned Samsung and many other products in China. Why? Because THAAD can see deep into Chinese territory from South Korea.

https://www.latimes.com/world-nation/story/2020-11-19/south-korea-china-beijing-economy-thaad-missile-interceptor

When the U.S. states that it really doesn't want to have Russia or the PLA using the best semiconductors available in weapons systems, or the best AI computing systems, they are quite serious, all because of the military threat of Russia and the PLA.

https://www.theguardian.com/world/2023/may/21/china-poses-biggest-threat-to-global-security-says-sunak

Note that Turkiye lost its ability to both produce F-35's components, and to purchase F-35's, for their misguided desire to purchase S-400 SAM systems from Russia. FAFO. Turns out that S-400's in Crimea aren't all that great at defending themselves from advanced stealth air to surface missiles.

https://www.iiss.org/publications/strategic-comments/2019/turkey-the-s400-and-the-f35

For a fact, the EU, and the U.S. for that matter, ignored the threats from Russia, and the EU was happy to purchase cheap and plentiful energy, up until Russia decided to invade Ukraine. FAFO. Turns out that Russia, the prime ally of the PRC, isn't really a world class military, and without its nuclear weapons, would be toothless.



Meanwhile, China is poised to completely decimate the EU's auto production, and it would be remarkable if the EU can respond fast enough to prevent a disaster, but at least the EU got the wakeup call. FAFO. Even now, the EU can't wait to make more deals with China.

https://www.cnbc.com/2023/09/06/chinese-evs-are-now-seen-posing-a-real-threat-to-europes-auto-industry.html

When the U.S. decides to lobby Japan, and the Netherlands wrt sales of semiconductor fab equipment, it's probably best to go along, because the U.S. does have a shit ton of working IP in that equipment, developed since the late '50's.

avon b7 said:

jfabula1 said:

Read the story on how huawei got into cellular business. Not from the scratch for sure

Your point makes no sense. Apple bought its way in through a million dollar purchase. 

The real issue is what I outlined in my post. Apple will never reach the top players until it finds a seat on the standards committees which shape the future. 

Apple is already a member of 3GPP.

https://www.lightreading.com/5g/3gpp-moving-to-prevent-power-grab-by-apple-others

Japhey said:

canukstorm said:

Japhey said:

rezwits said:

"we hope Apple may finally begin to take seriously." – author

Really?  "Finally" and "Begin"?  This culmination is well over 5 years in the making...
They didn't just begin, dude, gees...  To me the whole strategy of Apple's seems they have been lurking around the back, and are about to spring inside and go nuts on people!

I agree. They are building towards something, it’s pretty hard to dismiss now. But I wouldn’t call this a culmination just yet. But it definitely is a big next step. Looking forward a bit, and we can expect the next iPad Pro to gain the same abilities. I can’t wait till next spring for that! I also wish Apple would make a first party controller. Even if it was just something similar to a Backbone, I think Apple could really deliver a premium experience (Hall effect sticks, please)

???
What does this post mean? Are you agreeing with me? Disagreeing with me? Trying to give me information you think I don’t have already?

It appears to me that canukstorm is backing your argument up, and I agree with both of you. 

Take the win...