Kierkegaarden
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Apple Vision Pro launch quantities rumored to be far tighter than previously estimated
I think most assume that Apple will include Vision Pro in the “wearables” category. The category, which includes the Watch, was just under $40B last year. It is possible they do break it out, but I would be surprised.twolf2919 said:
The Vision Pro is clearly a new device category if one believes Apple's marketing. So *iff* it's a success, it should have its own category during Apple's financial reporting. But I doubt it will be successful from a financial perspective, so Apple might clump it into the "wearable" category to hide from investors its minuscule contribution.Kierkegaarden said:Why is he continuing to make comments like this? There is no way that this will ever be verified, unless Apple announces pre-order numbers on 2/1. If he’s close, does he get a cookie?As seems to be the case lately, Kuo Doesn’t Know™️.
The man seems to be jumping at straws to stay relevant around this new product.
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Apple Vision Pro launch quantities rumored to be far tighter than previously estimated
Why is he continuing to make comments like this? There is no way that this will ever be verified, unless Apple announces pre-order numbers on 2/1. If he’s close, does he get a cookie?As seems to be the case lately, Kuo Doesn’t Know™️.
The man seems to be jumping at straws to stay relevant around this new product.
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Apple Watch import ban stay opposed by ITC
Why would Apple pay Masimo if they don’t believe they infringed on their patents? I don’t believe they set out to steal or infringe on someone else’s technology. The ITC gave their opinion, other courts will give their opinion, and in the end we will know what will come from this. People can believe what they want to believe, but to assume that there is legitimacy to an infringement claim based on a subjective opinion is foolish.macdaddy1944 said:This is just getting stupid. Why the heck does an apple just pay Masimo. Except that they’re trying to avoid being the target of more suits
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Ming-Chi Kuo: Investors should be cautious about Apple Vision Pro launch hype
I’m not sure what point he is trying to make. It sounds like he just wanted to say something to be relevant in the conversation.
I don’t think the device needs a “killer app” to be successful. Given that users will have access to a large library of existing apps and content, they will be able to experience them in a spatial environment.
If only 1% of iPhone users purchases this product, that would be over 15m units.
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Apple Vision Pro will ship to customers on February 2
I’m surprised about the lack of MagSafe too, but I supposed the concern might be the battery getting knocked off — would this kill the power completely? I thought Apple would have a MagSafe pad that would have a small amount of charge in it, and users could switch out MagSafe battery packs on this pad for continuous use. If Apple doesn’t release this, someone will.tht said:
I can believe it being 20 WHr, with using two iPhone batteries. Though two Pro Max batteries will be 30 WHr.Marvin said:
The battery pack looks a bit smaller than 30Wh. There's a 37Wh pack here that looks almost twice the thickness of the AVP battery pack:tht said:I still can't believe the battery runtimes of this device. 2 hrs for what looks to be a 30 WHr battery? Maybe 40 WHr?
That's 15 to 20 Watts of heat 2 inches in front of your eyes. The fan is going to be blowing some air. So, every chip component inside the VP needs to be at the next node ASAP, and only have minimal performance improvements. Weight needs to go down by half.
https://www.amazon.com/Compact-10000mAh-Micro-USB-Portable-Chromebook/dp/B093TYQ65Z?th=1
AVP one looks similar size to the MagSafe iPhone battery, which is 11Wh.
https://appleinsider.com/articles/21/07/20/apples-magsafe-battery-pack-hands-on-and-first-impressions
I'd say closer to 20Wh. M1 GPU only uses about 7-10W for a full 3D game when CPU use is low:
https://www.anandtech.com/show/16252/mac-mini-apple-m1-tested/3
It will likely ship with M3 and run at ~10W or less, maybe higher peak. 10W is low enough to be passively cooled. It would get hot if it was much more than this. 15W is probably fine with a fan.
Compute power will be low for movies vs a 3D game, some of the power will go to the displays. People who tried it in the demos for about half an hour didn't say it got hot, the following reviewer said the frame was cool to the touch after 30-40 minutes of use.
https://www.youtube.com/watch?v=RSeqXeZHjRY&t=1042s
But, I'm thinking the microOLEDs, sensors+cameras, R1 and GPU is taking 90% of that 10 W if so. An iPhone 15 gets about 20 hours video playback on a 13 WHr battery. Video playback is just running through the video hardware codec and pushed to the display. That's only 0.65 W. So, microOLEDs, sensors+cameras, R1 and maybe GPU are soaking up some power, just to watch a video, keeping that video in a window stable in view, fusing the camera feeds, so on and so forth.
Even a 1 node advance won't get them that far. Another hour maybe? The microOLEDs are basically postage stamp size and, combined, are 1/3rd the size of a phone display. They are taking 2x, 4x the power per square inch? And, the running the cameras continuously takes a lot of energy too.
A lot of work ahead to improve efficiency, reduce weight. Still surprised MagSafe isn't in the battery module, unless they are leaving it as a surprise, which I find doubtful.
