Marvin

mpantone said:

Since their recent M.O. has been to give event invitees two weeks lead notification, it's pretty much too late for an October event.

Last year they announced on the 24th the event on the 30th:

https://edition.cnn.com/2023/10/24/tech/apple-october-event-2023/index.html

Toortog said:

The only thing about the new Mac Mini is when is Apple going to annouce the date for the release event.   Time is running out for  October event.  

It's pre-recorded so there's not much planning needed for the broadcast, just an announcement, likely tomorrow and then setup a video stream next week.

If they want to do a Halloween themed event again, they have to stream it next week so the announcement will be any day now.

danvm said:

danox said:

Who are those rivals it can’t be Microsoft and Qualcomm they can’t even get their act together with the Surface Platform notice that Recall is still basically in dry dock, like all the other AI solutions. The Windows development kit that was supposed to help developers port Windows programs over to Arm has been canceled by Qualcomm, maybe Google is the one that is ahead?

I think Qualcomm did a great job with their first Oryon CPU for desktop.  They are ahead of Apple with 45 TOPS compared to Apple M4 38 TOPS.

These are marketing numbers that don't hold up in real-world testing:

https://browser.geekbench.com/ai/v1/84389
https://browser.geekbench.com/ai/v1/84303
https://browser.geekbench.com/ai/v1/77044

M2 iPad is faster than the highest Snapdragon. Not to mention the results vary hugely depending on which product they are used in:

https://browser.geekbench.com/ai/v1/52178 (single precision 401 vs 3428 on the M2 iPad)

M4 is also Apple's lowest chip usually with no active cooling, they have M4 Pro, Max and Ultra, up to 8x this.

DAalseth said:

For the record I almost never see anyone paying with their watch or phone. Here in Southern British Columbia near Vancouver, it’s practically all chip card.

Individual anecdotes don't reflect real-world trends. Says here nearly 80% of Gen Z adults use mobile devices for payments:

https://www.vancouverisawesome.com/national-business/mobile-debit-payments-in-stores-jump-53-per-cent-over-past-year-interac-7445358

There are people who walk around without a wallet or purse and just their phone or watch.

It may be an option for kids who don't have their own payment cards. Parents can add cards or cash accounts to their kids' phones:

https://screenrant.com/set-up-apple-pay-teens-apple-cash-family/

There is risk in this trend of making the phone the single point of failure for everything and it becomes very apparent when traveling when there are boarding passes, room bookings, taxi apps, banking apps and so on. The screen not turning on, a battery failure, network failure or lost/stolen device can cause a lot of problems for people where separate points of failure have less impact. Most of the time though, it's convenient to have everything in a compact device and mobile payments are among the most secure transaction systems, which is good for retailers.

danox said:

Obviously none of this is instantaneous, the Apple Vision ramp up will be the same as the Apple Watch small iterative steps that build up into big things over time, the software/hardware race is at the beginning of the cycle.

Buy more shares or continue to hold? Hmm….

The impact on share price will depend on how much it can drive revenue. The Watch was reported to ship over 50m units per year. ASP is probably $300-400. $300 x 50m = $15b and makes up a significant part of the wearables revenue as well as being a huge install base for 3rd party software support.

https://watchfaces.co/apple-watch-dominates-the-market-with-50-million-units-sold-in-2022/

If they can get AVP to a mass-market price point, they can reach this revenue and enough units to be a platform for 3rd parties to generate revenue on.

$1500 x 10m units = $15b. They sell this many Macbooks around this ASP. It's not going to move the overall revenue much from ~$390b (4% growth) but the more platforms the better.