waveparticle
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TSMC delays Arizona plant, blames US labor shortage
Since July 1, Phoenix temperature has reached over 115 F every day. The forecast is this will continue nonstop. The early morning temperature is 90 F. How many skilled American workers will like to work in such environment?
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Apple has been working on its own ChatGPT AI tool for some time
Apple, Microsoft, and Google are the only companies that build OSs that are running on personal computers. They will decide the future of AI.
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Global PC market's ongoing collapse has been an opportunity for Mac to gain market share
Highly doubt this will happen. Microsoft will charge businesses $30 per user per month. They will become more addicted to Windows. -
Instagram chief's mic drop: 'Android's now better than iOS'
May be he is getting more Android users for Instagram. So Android is better.
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Despite China smartphone market contraction, Apple is still expanding
Apple strengths over Android and Windows are its OSs, iOS and MacOSX. They are efficient builtin. In order to match iPhone and Mac, the competitors need to put more RAM in the hardware.danox said:waveparticle said:One critical reason the global smartphone market is shrinking is Chinese manufacturers are not able to produce more of them. There are several reasons. You can provide one of yours.
Samsung, Google Pixel and others in the Android world have reached a dead end, in the hardware and OS software areas, they aren’t getting better, but Apple being vertical is (are slowly growing in the Chinese, Japanese and US markets) and that will become even more apparent once the Apple Vision Pro is released next year.
The Chinese, Japanese, and even the South Korean markets will buy the best hardware and software, but what they won’t buy is the second tier, i.e. the Google Pixel or the Microsoft Surface, but they (the upper end) well buy the best first tier, Western products (i.e., Apple computer, Mercedes, Ferrari, Audi, Porsche, Rolex, name brand fashions, Viking, Smeg appliances, etc…
Those that can afford however will not buy the second and third tier products from the west, not if they can buy a cheaper knock offs from the east and that is one of the reasons Tesla will be dead in China, South Korea, and Japan when it comes to car sales in time they ain’t first tier. Tesla’s ultimate market share in those countries will be virtually zero over time, and their Chinese market will disappear to a footnote similar to Samsung’s current China market share.
Apple strategy of designing the best and engineering, the best is the reason for their resilience in the market place worldwide, aside from having a great supply chain when compared to the competition.
https://www.investors.com/news/tesla-cuts-prices-in-japan-as-focus-turns-to-margins-tsla-stock-slips/
https://www.counterpointresearch.com/europe-ev-sales-q1-2023/
https://www.counterpointresearch.com/global-ev-sales-q3-2022/
Tesla strength is its pioneering self driving technology. The competitors fight Tesla independently. This caused them to spend more resources than Tesla and cannot match Tesla EV. Musk said Tesla will bring out a higher level of self driving than FSD later this year.
