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Apple reports fourth quarter results

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Re: Apple reports fourth quarter results

#201

Post by blahgeek »

j1elo wrote: post #105
haunter wrote: post #11

Kind of telling that 1, the iPhone outsells every other category by 5-7x ratio, and the Mac (which includes everything from Macbooks to Mac Minis to iMacs) barely sells more than the iPad. 2, Services (iCloud, apps, music, TV shows etc.) now bigger than every other category, except the iPhone, combined Basically 76% of the sales are iPhones and Services (millions) iPhone $209,586 Mac $33,708 iPad $28,023 Wearables, H…

I really don't get how people do research work (like finding good flight tickets, or comparing hotels to stay in for a trip) without a computer. I really cannot stand seeing websites in a small screen without the ability to quickly open 4 browser windows with 4 tabs each for different combinations of dates, for example.

Speaking from a developing country with a large population of less educated people, I think you would be surprised to find out that a majority of the people in the world simply don't do "research work". Successfully booking a flight ticket from a straightforward app on their phone is already at their limit (BTW, ~80% of people in the world have never taken a plane). For most other "research" requirement like planning a trip, they would just search on tiktok to see what those influencers have to say (or nowadays, ask the AI)

Re: Apple reports fourth quarter results

#202

Post by reaperducer »

j1elo wrote: post #105
haunter wrote: post #11

Kind of telling that 1, the iPhone outsells every other category by 5-7x ratio, and the Mac (which includes everything from Macbooks to Mac Minis to iMacs) barely sells more than the iPad. 2, Services (iCloud, apps, music, TV shows etc.) now bigger than every other category, except the iPhone, combined Basically 76% of the sales are iPhones and Services (millions) iPhone $209,586 Mac $33,708 iPad $28,023 Wearables, H…

I really don't get how people do research work (like finding good flight tickets, or comparing hotels to stay in for a trip) without a computer. I really cannot stand seeing websites in a small screen without the ability to quickly open 4 browser windows with 4 tabs each for different combinations of dates, for example.

I really don't get how people do research work (like finding good flight tickets, or comparing hotels to stay in for a trip) without a computer.

For a lot of people, time is more valuable than money.

They get on their phone and complete a task and move on.

Spending an hour comparing a dozen tabs on a computer to save $30 on a flight is less important than spending that time with their loved ones.

Re: Apple reports fourth quarter results

#203

Post by throwaway31131 »

colechristensen wrote: post #50
nomilk wrote: post #42

Earlier quoted context omitted.

Had to look up what TSMC meant (Taiwan Semiconductor Manufacturing Company). What would Apple's next best option be if a war rendered TSMC unavailable?

>What would Apple's next best option be if a war rendered TSMC unavailable? Onshore TSMC fabs followed by Intel fabs. Properly motivated, I think Intel and Apple could do a lot relatively quickly.

TSMC in Taiwan has a significant share of the wafers produced by the world every month. If those wafers were not produced the global economy would suffer badly.

It takes years to bring a fab online. Fab 21 in Arizona took 5 years to enter mass production from ground breaking. Some believe it could be done in two but that’s yet to be demonstrated. Then there are the wafers themselves. The total time it takes to process one wafer at the single nm scale is around 100 days.

So realistically, even if one makes up their mind to make a fab fast, you’re looking at 3 years before you have your first sellable wafer.

Re: Apple reports fourth quarter results

#204

Post by musicale »

haunter wrote: post #11

Kind of telling that 1, the iPhone outsells every other category by 5-7x ratio, and the Mac (which includes everything from Macbooks to Mac Minis to iMacs) barely sells more than the iPad. 2, Services (iCloud, apps, music, TV shows etc.) now bigger than every other category, except the iPhone, combined Basically 76% of the sales are iPhones and Services (millions) iPhone $209,586 Mac $33,708 iPad $28,023 Wearables, H…

Great, Apple is probably going to force more ads onto all of its platforms to drive service growth.

In ancient times Apple prided itself on not polluting its platforms with intrusive advertisements, but the line has been crossed and going back seems unlikely at this point.

Re: Apple reports fourth quarter results

#205

Post by lostlogin »

asdff wrote: post #144
lostlogin wrote: post #138

Earlier quoted context omitted.

> Makes me sad On one hand, yes. But also, cars are now an appliance. They rarely break, can be bought quite cheaply (if that’s what you want) and consume little time. I like this.

Except they are 2020s appliances with bells and whistles and reinventing the wheel for no reason with electronic wizzbangs and dohickeys and layers and layers of complexity. Your car in the 90s was the appliance. Simple electronic system. Reliable simple ICE engine. Simple gearbox. Easy to work on which means even if you don't work on your own car it helps you, because labor takes less time and therefore repair shop…

I drive a second generation Leaf.

We will see if it lives up to the promise, but the dealer said ‘don’t bother’ when I asked about serving.

So far that has held true, but it’s early years.

Re: Apple reports fourth quarter results

#206

Post by onlyrealcuzzo »

lateforwork wrote: post #40
haunter wrote: post #11

Kind of telling that 1, the iPhone outsells every other category by 5-7x ratio, and the Mac (which includes everything from Macbooks to Mac Minis to iMacs) barely sells more than the iPad. 2, Services (iCloud, apps, music, TV shows etc.) now bigger than every other category, except the iPhone, combined Basically 76% of the sales are iPhones and Services (millions) iPhone $209,586 Mac $33,708 iPad $28,023 Wearables, H…

Revenue growth is more interesting than raw revenue: iPhone up 6% YoY, Mac up 13%, iPad flat, Wearables, Home, and Accessories flat. So Mac is doing very well!

Interesting that Wearables is flat.

AirPods completely saturated their market incredibly quickly.

Re: Apple reports fourth quarter results

#207

Post by dawnerd »

haunter wrote: post #11

Kind of telling that 1, the iPhone outsells every other category by 5-7x ratio, and the Mac (which includes everything from Macbooks to Mac Minis to iMacs) barely sells more than the iPad. 2, Services (iCloud, apps, music, TV shows etc.) now bigger than every other category, except the iPhone, combined Basically 76% of the sales are iPhones and Services (millions) iPhone $209,586 Mac $33,708 iPad $28,023 Wearables, H…

Their computers don’t need to be replaced often so that makes total sense to me. Both of my m1 series Macs will be more than adequate for my web dev needs for the next few years or at least until Apple force deprecates them.

Re: Apple reports fourth quarter results

#208

Post by gilgoomesh »

perfmode wrote: post #181

Declining Mac sales aren’t concerning because Macs are high quality. People can skip generations and use their M1s for years.

Mac sales are up 12%, year over year. It's Apple's fastest growing hardware category. They're just going to be lower next month (year over year), due to the release cycles being different.

Re: Apple reports fourth quarter results

#209

Post by [deleted] »

haunter wrote: post #11

Kind of telling that 1, the iPhone outsells every other category by 5-7x ratio, and the Mac (which includes everything from Macbooks to Mac Minis to iMacs) barely sells more than the iPad. 2, Services (iCloud, apps, music, TV shows etc.) now bigger than every other category, except the iPhone, combined Basically 76% of the sales are iPhones and Services (millions) iPhone $209,586 Mac $33,708 iPad $28,023 Wearables, H…

[deleted]

Re: Apple reports fourth quarter results

#210

Post by tyre »

seizethecheese wrote: post #32
oxqbldpxo wrote: post #24

All these companies depend on TSMC for their life.

If true, TSMC would command much higher margins. Their net revenue is a fraction of Nvidia or Apple

TSMC is famous for not taking margin when they could. It’s part of their strategy.
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