PickUrPoison
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GlobalFoundries drops push for next-gen 7nm semiconductor tech
mark fearing said:I think he's saying that they are not moving forward with cutting edge technology so they can better invest in cutting edge technology...OK. I'm not a chip expert so maybe what he said makes sense. It seems a little to 'spiny' to take seriously.
Given their resources, it’s probably the best road to profitability, for them. Developing chips for fabrication at 7nm (and beyond) is extremely expensive, and most customers won’t be going there anytime soon. I suspect they’ll re-visit 7nm three to five years from now when it’s less expensive for them to implement, and for their customers to utilize. -
The road to Steve Jobs' resignation, and the rise of Tim Cook as his successor
AppleInsider said:
Cook also said that he plans to give away all of this wealth, once he's paid for the college education of his nephew, and he has been steadily doing exactly that.
In August 2018, for instance, he donated approximately $5 million worth of Apple shares to an undisclosed charity. . -
iPhone X maintains position as most popular model, Apple says
1STnTENDERBITS said:PickUrPoison said:1STnTENDERBITS said:AppleInsider said:Cook has repeatedly claimed that the iPhone X has topped sales since its November 2017 launch. This is despite the device starting at $999, making it one of the most expensive smartphones ever, and substantially more costly than the iPhone 8 and even the 8 Plus. ASP hit $724 for the quarter, up from $606 during the year ago quarter.
Indeed Kantar Worldpanel ComTech recently claimed that the X was just the fourth-best selling device in the U.S. during the last quarter, outdone by the iPhone 8 series. The X did however cling to first place in China, and has done reasonably well in other markets.
Here's Cook: "Phone had a very strong quarter. Revenue was up 20 percent year-over-year, and the active install base grew by double digits, driven by switchers, first-time smartphone buyers, and our existing customers. iPhone X was the most popular iPhone in the quarter once again, with a customer satisfaction score of 98 percent according to 451 Research." Nothing here about sales.
Here's Maestri: "The latest survey of U.S. consumers from 451 Research indicates that across all iPhone models, customer satisfaction was at 96 percent. Combining just the iPhone 8, 8 Plus, and iPhone X, it was even higher at 98 percent. Among business buyers who plan to purchase smartphones in the September quarter, 81 percent plan to purchase iPhones, up three points from the last survey." Nope. Nothing here about sales either.
Probably why Cook said most popular instead of best selling. They don't mean the same thing.
Try to model a weighted average that comes out at $724, without having the most popular model at $999-1149. Can’t be done, the lower priced phones pull down the average drastically, and you can’t sell enough iPhone 8 to offset them.
Popularity has nothing to do with customer satisfaction. 8/8 Plus/X all had 98% customer satisfaction rates. That means customers were satisfied with the purchase; thoughtbit goid value for the money; would buy again; would recommend to friends. On a scale of 1 to 9, how satisfied were you with your purchase, where 1 is not at all satisfied, and 9 is extremely satisfied. Anything 6 and up is considered satisfied.
The SE has high customer sat, but it’s not a very popular phone. Apple only sells maybe 20 million a year.
You're also wrong about the price modeling. Waaay wrong. I can easily show how the iPhone X doesn't have to be the best selling phone and Apple can raise the ASP. I'll even put the X in 4th place like Kantar. Easy math example:
8+ @ $800 sells 13M units = $10.4B
8 @ $700 sells 12M units = $8.4B
7+ @ $500 sells 11M units = $5.5B
X @ $1K sells 10M units - $10B
You have the X selling from 4th place. 46M units generating $34.3B. ASP says "Bobs your uncle". Even if you cut the X unit sales in half (5M units), you're still going to get an ASP over $700.
However, as is evident from the many examples I’ll give below, you are conflating most popular with highest customer sat. When Cook says most popular, it’s not a trick to make you think he’s talking about unit sales but instead he’s deceiving you by juxtaposing references to 451’s customer sat scores. No. Time and time again, it is apparent in all three of the earnings calls that Cook uses “most popular” and “best/top selling” interchangeably to refer to unit sales figures.
I hope this this clears up what may have seemed to be an attempt to mislead.
From the Q1 earnings call
Cook: iPhone X was the best selling smartphone in the world in the December quarter, according to Canalys, and it has been our top-selling phone every week since it launched.
To Shannon Cross, during Q&A:
Cook: But since the launch of iPhone X it has been the most popular iPhone every week since, and that is even through today actually, through January.
From the Q2 earnings call
Cook: And customers chose iPhone X more than any other iPhone each week in the March quarter, just as they did following its launch in the December quarter. Since we split the line with the launch of iPhone 6 and 6 Plus in 2014, this is the first cycle in which the top of the line iPhone model has also been the most popular.To Michael Olson, during Q&A:
Cook: iPhone X was the most popular smartphone in all of China last quarter. And so iPhone X has done well there. In order to hit a number like 21% on the growth that you see on your data sheet there, there has to be several things working well....The iPhone obviously had to do extremely well to get a 21% number.... We also – more broadly on the iPhone, the iPhone was the top three selling phones in China. And so it's iPhone X was number one, but we had several in the top.
To Brian White, during Q&A:
Cook: China, I continue to believe is a phenomenal country with lots of opportunity from a market point of view.... On the market side, we've seen iPhone X, as I had mentioned before, as being the top selling smartphone during the quarter.
To Wamsi Mohan, during Q&A:
Cook: We were surprised somewhat that through all of this period of time that the iPhone X winds up at the most selling, most popular for every week of the time since the launch. And so that's I think a powerful point. And it's number one in China, which is another powerful point.
From the Q3 earnings call
Cook: iPhone X was the most popular iPhone in the quarter once again, with a customer satisfaction score of 98% according to 451 Research.To Shannon Cross, during Q&A:
Cook: And so if you, and look at iPhone X in particular, it's the most innovative smartphone on the market. We priced it at a level that represented the value of it and we could not be happier that it has been the top selling iPhone since the launch, and so we feel terrific about iPhone X.
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Complete 2018 MacBook Pro teardown shows off six-cell battery, bigger speakers
ascii said:How do they make the tiny little speakers sound so good?
And no doubt dozens of other great team members. -
Apple employees in force at Display Week, vastly outnumbering rivals
Soli said:roundaboutnow said:Soli said:1) Maybe that's still an exceptionally large number, but looking at the number of products Apple sells with displays I'd expect that Apple would outnumber all those other company's mentioned, especially when you look at products with displays from all companies and how they relate to profits.
2) I hope microLED bears fruit soon.
...found the press release from AUO:
https://www.auo.com/en-global/New_Archive/detail/News_Archive_Awords_20180524
It’s going to take multiple technological breakthroughs to get the pixel density needed for small displays, but Apple has an OLED R&D group working on doing exactly that. Whether it’s three years away or 10-20, who knows?