tht

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  • Services buoy slumping iPhone sales in record-breaking holiday quarter earnings

    This is from the prepared statement during the conference call. 
    "iPad revenue was $8.1 billion, up 15% year over year, driven by the new iPad Mini and latest iPad Air, the iPad install base reached another all time high, and over half of the customers who purchased an iPad during the quarter were new to the product. Customer satisfaction was at 96% in the US. Based on the latest reports from 451 Research."

    Remember the rumors that sales of the M4 iPad Pro were not good, primarily sourced from Ross Young or Ming Chi Kuo who said the Tandem OLEDs weren’t driving sales, and manufacturing for this or that Tandem OLED part was being reduced or shut down?

    So. Who is bullshitting who here?

    It could be all sales of the iPad 10 and iPad mini? That would be really good news. There would be 2x to 3x more iPads in the market as iPP ASP is about 2x and 3x that of the iPad 10 and mini.

    Likely, just status quo, with all products getting 10% to 20% more sales YoY in the holiday quarter?
    ronnwatto_cobraneoncat
  • A new Chinese AI app tops the App Store, but its meteoric rise could be short-lived

    This "AI as a WMD" narrative has been crazy. It's basically a programming technique, not some difficult to make weapon of massive destruction whose materials can be controlled. That is, it's not a material thing that could be controlled. Its benefits are so overhyped it has warped everyone's rationality.
    DAalsethronnargonautdewmewatto_cobra12Strangers
  • iPad Air update rumored to get M3 upgrade, not M4

    rob53 said:
    I thought Apple wasn’t going to use any M3 chips anymore and the M3 wasn’t even going to be made. The M3 was a stopgap that was EOL’d practically after it was released. 
    99% of what you read and watch is bullshit. Please remember that. 

    Even the stories around the iPad mini using the A17 Pro, after it was announced, was filled with media bullshit, like they had a leftover A17 Pros from iPhones they could use. The narrative of Apple moving away from TSMC N3B as fast as possible had to be maintained rather than challenged. 

    Gurman provides a layer of bullshit himself. He has a set rumors which only take a couple of sentences. But for his article, he has to fill it several hundreds words of his speculative bullshit, and he needs to make it vague enough so as not to reveal his sources. 

    Other media outlets will then take his “story” and write their own “stories” for their sites with their own “take”. The turtles of misinformation are stacked pretty high by the time it gets to you. 
    muthuk_vanalingambonobobcanukstormblastdoordewmewatto_cobraentropysAlger
  • TSMC's Arizona chip plant nears Apple approval, but will never rival Taiwan

    Why is it we can't reproduce this infrastructure?   It seems like it is more a matter of will, then not being able to do it?
    Tim Cook says the USA doesn't have the necessary number of manufacturing engineers to support the speed of manufacturing development they want. It's not assembly line workers. It's engineers to design, run, verify processes (QA et al), engineers to design, make and change the assembly line. Then, there is the anecdote that the supply chain to support electronics mass manufacturing at speed and scale is poor in the USA. The screw in the 2013 Mac Pro is the highlighted example. This could be true for everything that goes into a computer: resistors, capacitors, cabling, machines, so on and so forth.

    The human line workers is basically the easiest thing to source, almost anywhere. It's the professional workforce that makes it all happen that is really hard. The USA has to actively promote the field with making educational degrees in it cheap to free, provide even more incentives to build manufacturing plants here, so on and so forth.

    The chicken or the egg problem. It's only solved with a sugardaddy sinking a lot money into it, year over year over year, to build up the capability and capacity. The USA has a bipolar government, so if it is not done in a 4 to 8 year time frame, progress is slow, there isn't any progress, or it is reversed. Counting the companies to do it obviously doesn't work.
    neoncatdewmeronnwatto_cobra
  • Top AI tablets: iPad Pro with M4 versus Microsoft's new Surface Pro

    This also translates into weight, as the Surface Pro is 1.97 pounds. By contrast, the 11-inch iPad Pro is 0.98 pounds and the 13-inch [iPad Pro] is 1.28 pounds.
    The weight is the one metric that determines the biggest difference between the two devices. 1.5 lb is borderline for being a mobile, handheld tablet device. I didn't choose the 2017 iPP12.9 because it was a touch too heavy at 1.49 lb, and perhaps a touch too big. A Surface Pro 13 is 2 lb. That really means it will spend most of its time on desk, table or in a backpack, and not as a tablet you carry around with your hands. I really didn't want that.

    So, I'd argue like others have too. The Surface Pro is a "detachable" laptop. It doesn't look like its stylus functionality is comparable to the Pencil Pro, but it is probably mostly comparable as a table top tablet, but I think the weight will have an impact there too.

    With the 2024 iPP13 model, Apple has made it more mobile with better handling qualities and better drawing qualities. I'm pretty happy about that and definitely the machine I'm getting just because of that.


    Microsoft starts the Surface Pro with the X Plus and LCD display from $999.99, which includes 16GB of memory and a 256GB SSD, which is removable. There's a second capacity available of 512GB, which is $1,199,99
    Hmm, sounds like the M2 iPad Air 13 is the proper competitor to the SP with the Snapdragon X Plus.
    neoncat