chelgrian

ralphbu said:

How does the brightness compare?

9secondkox2 said:

Doesn't make sense. It's already server-grade packaging. Perhaps better than other server-grade packaging.

I can think of 3 reasons this would make sense:

1. If Apple is combining their silicon with third party chips from Nvidia or semthing. 

2. Alternatively, another way it could make sense is if Apple is looking to add more GPU cores to various iterations of its chips, without increasign CPU core counts. i.e. having multiple sets of max/Ultra chips - one set for laptops, one for Mac Studio, and another for Mac Pro.

or...

3. Appel could be redoing the way it tiers its chip lineup. CPU could be the same, but GPU would be different for each tier. 

Interesting to see how this develops. 

tht said:

602warren said:

tht said:

If the strategy isn't developing & manufacturing batteries and transitioning to EVs as fast as possible, all they are doing is fighting for a part of an increasingly smaller pie, and eventual death. Feels like the game is already over with Chinese battery and EV prices hitting some pretty impressive low prices this year though.

A wartime-like mobilization of battery manufacturing and development is needed by all the incumbents to catch up.

Really wish Apple made an EV.

Are you for real? lol. Every single auto manufacturer is walking back their EV plans over consumer backlash. Heck, Dodge said the next Charger was going to be EV only and they’ve already apologized and promised a 3.0L twin turbo ICE called the Hurricane. The only people who think full EVs are the future are you and Elon. The resale value on a Tesla should tell you that’s never going to happen. Losing 50% of its value in less than a year is absolutely hilarious. The future for stellantis is continued development of ICE vehicles and hybrids, not full EVs. Even with added infrastructure and additional charging stations, EVs will never beat being able to gas up in 5 min or less and be on your way.

Oh, I'm dead serious. All I'm seeing is the auto market being like the smartphone market in 2008 to 2009 time frame, where there is a new transformative technology and the incumbents are in denial, not willing to commit, dipping their toes in the water, and basically at a loss for what to do because they only know how to do what they have been doing. A similar thing happened in the 1970s with the auto industry, and you can say the American auto manufacturing never recovered from that either. So, I'm living through a second go-around with incumbent American auto companies being disrupted here.

The cycle time for cars is about 4 to 5 times longer than smartphones, 10 to 20 years for a car now versus 3 to 6 years for a phone, and while we are seeing things move slower in the car world, it is looking pretty obvious that similar things are occurring in the market, that there will be many ICE brands that die, with only a few to survive into the 2050s while all the other car makers will be different by then.

Stellantis Group is dead man walking, right? Any doubters about this? Some could argue it never had a chance to begin with after it formed. Literally, a rumor of a retiring Apple CFO becoming its CEO increased its share price. A CFO! Not some genius founder. That really smells like desperation. Some sub-brands may survive as their native countries will keep them alive, but that's for a smaller pie, never to be international again. German auto makers will shrink. BMW, MB, VW, at least one of them will not make it. I think there will only be 1 or 2 Japanese makers that make it, but they can do things to prevent that. They have been stunningly irresponsive to changes, or made the wrong bets with hydrogen FC.

All this stems from the USA gov't putting 100% import tariffs on Chinese EVs. 100%! That really crystallized things for me.

That's batshit crazy and a sign that native USA auto manufacturing will not be able to compete internationally. If GM or Ford sells a car internationally, it is going to be a badge engineered Asian made vehicle (India, China, SE Asia, etc) and will not be a USA export. The tariffs reduce competitive pressure on American auto design, development and manufacturing, preventing them from doing the things needed to compete. Government subsidies for training, mining for materials, getting manufacturing of critical parts probably have to triple or quadruple from what is spent in the IRA, and getting rid of soft costs needs to be a priority, if not the top priority, so that prices can decline.

Europe has a variation of this with 20% to 50% import tariffs on Chinese EVs. How they get their native automakers to compete in future is going to be the subject with a lot of pain for them just like it is for the USA.

As for an EV's value, I can understand some EV models losing a lot their value fast, especially 2021 to 2023 model years or certain brands in the 2010s. EVs are still in early adopter stages and are still under rapid changes and development. Another 50% increase in battery energy and volumetric density is coming. 300 mile range EVs today will have lower relative value 3 to 5 years from now because EVs in 2029+ time frames will have 400 mile range, charge 2x faster, and have more features like V2G. A 2030 EV will be a whole lot better than a 2024 EV, and that will exert a lot of price pressure on certain used EV model values for some time to come.

My 2019 Tesla Model 3 LR is holding its value fine though. After 5 years, its value is about 40% of its sale price of 52k. A 2019 BMW 330i has about the same drop.

It's a technology race where the critical components and features of a car is still rapidly evolving, where there are big improvements to come. It similar to smartphones in that way. It won't be until like the 2040s where an EV is full fat mature, providing all the important features to buyers and they have reached the point of diminishing returns.

The US is not the only car market. In Europe it’s a totally different story. ICE development programs are dead because new sales stop in 2035 and a new technology generation would not pay back in time.

While currently (Year to Date) the BEV market was around flat in Europe that is an effect due to the withdrawal of some subsidies in Germany, the ICE market over the same period contracted.

As to your refueling remark fast charging is getting faster however for the rest usage patterns will change. There seems to be a lack of understanding that in Europe getting off oil and gas is as much about geopolitics and not being beholden to the countries which sell fossil fuels as it is about climate.

bestkeptsecret said:

My Apple ID is associated with a gmail address. I wonder if I can change it to an iCloud email address.