mattinoz

blastdoor said:

nubus said:

32% on TSMC, 34% or 24% on the camera modules, 25% on displays, and assembly is up by 26% to 46%.
There is no way to move production now = the next 5 years everything will be +30% or margins will take a hit.
Will production move to the U.S.? Not likely as U.S. workers are expensive.

It seems the choice stands between expensive and expensive.

The issue that's bigger than US workers being expensive is the massive uncertainty about future policy. Moving production to the US would require a huge investment that cannot easily be reversed. That investment would only make sense if firms could be sure these tariffs would be in place for a very long time. Even if Trump were to become dictator for life, firms cannot assume he will stick with his policy -- he's highly erratic. Also, he's an old man, so if "dictator for life" might not be very long anyway. So companies will conclude that their best bet is to just import and pass the tax on to consumers as best they can. 

charlesn said:

mattinoz said:

charlesn said:

prof said:

hmlongco said:
People say they want one. Apple makes one. People don't buy one. Apple stops making one.

Rinse. Repeat.

People did buy it, one dealer I know told me that they sold more iPhone Minis months for months than any other non-Apple or Samsung brand model. Sometimes it's not entirely clear why Apple ditches a product; all bad sales rumours are only unconfirmed speculation. 

Please. Stop your descent into the conspiracy theory rabbit hole. It's really pretty simple: Apple is a publicly owned, for profit company that is in the business of making products that sell well enough to generate sufficient profit to justify keeping them in the product lineup. It keeps making the products that earn their keep and stops making the ones that don't. End of story, The Mini would still be in the lineup if it sold in sufficient numbers, and the story of what one dealer told you for a product that sells globally is absolutely meaningless. Do you think Apple is happy about EOL'ing a new product after just two cycles? Absolutely not. It's questionable if they even made back their costs for research and development of the Mini, costs for tooling and production, design, marketing, etc. after just two years. This isn't to say that the Mini didn't have its fans, and a lot of them, just not enough to make it worthwhile to keep around. Notice also that no major Android manufacturer, even though they seem to run with every new gimmick feature they can dream up, has stepped in to produce a truly premium mini phone--there's no high end Galaxy or Pixel Mini. That's further confirmation that a sufficiently big market for a premium mini phone is simply not there. It's also worth noting that Apple's low-priced and smaller iPhone SE was always the worst selling model in the whole iPhone lineup. 

Your assumption here is it was a sales problem but evidence says otherwise. 

Anytime you'd like to present your "evidence," I'm ready! My evidence is based on a few simple points: 1) Publicly owned, for profit companies don't cancel profitable products that are selling well. 2) Research companies like CIRP that purport to track sales of specific products reported that the Mini was not selling well compared to the rest of the iPhone lineup.  3) No major phone maker is offering a premium mini phone--if the market for such a phone was there, either Samsung, Google or Apple would pursue it. 

charlesn said:

prof said:

hmlongco said:
People say they want one. Apple makes one. People don't buy one. Apple stops making one.

Rinse. Repeat.

People did buy it, one dealer I know told me that they sold more iPhone Minis months for months than any other non-Apple or Samsung brand model. Sometimes it's not entirely clear why Apple ditches a product; all bad sales rumours are only unconfirmed speculation. 

Please. Stop your descent into the conspiracy theory rabbit hole. It's really pretty simple: Apple is a publicly owned, for profit company that is in the business of making products that sell well enough to generate sufficient profit to justify keeping them in the product lineup. It keeps making the products that earn their keep and stops making the ones that don't. End of story, The Mini would still be in the lineup if it sold in sufficient numbers, and the story of what one dealer told you for a product that sells globally is absolutely meaningless. Do you think Apple is happy about EOL'ing a new product after just two cycles? Absolutely not. It's questionable if they even made back their costs for research and development of the Mini, costs for tooling and production, design, marketing, etc. after just two years. This isn't to say that the Mini didn't have its fans, and a lot of them, just not enough to make it worthwhile to keep around. Notice also that no major Android manufacturer, even though they seem to run with every new gimmick feature they can dream up, has stepped in to produce a truly premium mini phone--there's no high end Galaxy or Pixel Mini. That's further confirmation that a sufficiently big market for a premium mini phone is simply not there. It's also worth noting that Apple's low-priced and smaller iPhone SE was always the worst selling model in the whole iPhone lineup. 

hexclock said:

They censored all sorts of things from Covid info or any dissenting opinion and this has demonstrably been proven. That said, I’m not sure how the government would censor an AI though.