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Apple halted M2 chip production in January amid 'plummeting' Mac sales

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Re: Apple halted M2 chip production in January amid 'plummeting' Mac sales

#191
post #161

Earlier quoted context omitted.

Yep, and that’s always been an issue with Apple products: they set their prices in USD, then set the foreign price using conversions from around release date (plus taxes obviously). That means if the dollar was very strong at release, the machines get very expensive in foreign currency.

Which is weird, because barely any part of it is produced in the US. So it's not that their costs are going up. They are just not realizing they are self sabotaging in terms of opportunity costs. If they adjust prices to purchasing power, with at least 30% profit marge, windows laptops and chromebooks would be having crisis talks right about now. People would prefer the Apple stuff, but not at that price. Even if you…

> Which is weird, because barely any part of it is produced in the US. So it's not that their costs are going up.

It seems pretty likely that most of their supply contracts are using USD as the currency, even if the production is not happening in the US.

Re: Apple halted M2 chip production in January amid 'plummeting' Mac sales

#192
post #96

Luxury brands usually do better than people expect during a recession, surprising to see. Apple product prices are far too high for the struggles of the working poor or proletariat to notice. Apple's always been a 1%-er aspirational purchase and that income sector is doing fine. The problem I've seen WRT apple is techie type people see specs and salivate over the numbers, but the subjective experience of this years p…

its a hot take though, a Macbook Air has a better value then most Windows PCs

It's a shame how the market for PC's worked out.

If I want a premium car there are a ton of brands I can choose from. Don't want a BMW then go for a Lexus instead, or an Audi or Jaguar and so on. If I want a premium PC then it's Apple or I can grit my teeth and go for a Lenovo with all the Microsoft crapware installed.

My gut feeling is Sony, HP and all the others gave up too early and allowed WinTel to dominate. We have been paying the price ever since.

Re: Apple halted M2 chip production in January amid 'plummeting' Mac sales

#193
post #28

They simply need to reduce prices if they wish to see more sales. The economic slump means people have tightened their wallets.

A lot of finger-pointing at price in this thread (or how the M1 captured new MacBook sales) but I would be more worried about the segment in general. I think we've all seen a trend among users away from general-purpose PC's and toward phones and/or tablets. My bigger fear is that the rest of us, like some kind of ham radio enthusiasts, are going to become a dwindling market segment that fewer and fewer computer compa…

For media consumption (aside from games) I can see that happening, but with the sheer amount of _work_ that gets done on laptops and desktop I can't see them disappearing, or really even dwindling.

Re: Apple halted M2 chip production in January amid 'plummeting' Mac sales

#194
post #70
post #13

Earlier quoted context omitted.

People forgot that everybody bought computers in order to attend online classes and wfh?

Apart from this, if you're an enthusiast who likes to build their own PC, component prices have gone insane. A flagship GPU is 2000 dollars, and motherboards are priced so high that Gamer's Nexus decided to do a 25 minute video rant about it. The returns are diminishing, it's not worth to get a 4090 RTX with DDR5 and a compatible mobo, if for 1/3 of the price you can get 90% of the performance with a used 3090 and DD…

> The returns are diminishing

Always has been. Buying top of the line technology is paying an early adopter penalty. People talk about FPS (frames per second) with gaming PC's and I think its an unnoticeable arms race about numbers. If the human eye can't observe more than 60 FPS and you aren't playing competitively (aka professionally) what will that extra FPS boost get you? Paying for bragging rights (ironic observation for gamers)?

Re: Apple halted M2 chip production in January amid 'plummeting' Mac sales

#195
post #30

The dollar is insanely strong right now and global Mac prices raised in accordance with that. In places that don’t use USD, prices shot up by tens of percent overnight while the US prices are the same as ever. Japan, for example, got a price increase of about 40% on all items. Unsurprisingly, sales declined.

> The dollar is insanely strong right now This is a bigger story that isn’t being told properly often. The recent BRICS currency move is about them panicking over increasing dollar global dominance. Checking recently I can’t find any major currency that is up against the dollar over last 10 years. US productivity is running away from the rest of the planet is another variable and with rapid on shoring of numerous ind…

> Checking recently I can’t find any major currency that is up against the dollar over last 10 years.

New Israeli shekel is really, really close — 3.56 to 3.62 both now and 10 years ago.

Re: Apple halted M2 chip production in January amid 'plummeting' Mac sales

#196
post #136

Earlier quoted context omitted.

No, but you do to run the things you're running Windows for.

By that reasoning the new minimum is now 128GB for Ubuntu, just because I need that.

My laptop has 128GB RAM. It's sweet, no regrets.

Re: Apple halted M2 chip production in January amid 'plummeting' Mac sales

#197

Earlier quoted context omitted.

Also, inflation is increasing quickly almost everywhere, buying the latest and greatest MacBook has always been a luxury purchase for most of the people, so obviously less people do it when the economy doesn't do very well.

Apple doing their part in increasing inflation too. It’s impossible to reduce their profit margin, obviously. /s

Why would they put their consumers (who are buying premium goods) over their investors (who are mostly regular folk with 401ks and private pension funds)?

Re: Apple halted M2 chip production in January amid 'plummeting' Mac sales

#198
post #30

The dollar is insanely strong right now and global Mac prices raised in accordance with that. In places that don’t use USD, prices shot up by tens of percent overnight while the US prices are the same as ever. Japan, for example, got a price increase of about 40% on all items. Unsurprisingly, sales declined.

> The dollar is insanely strong right now This is a bigger story that isn’t being told properly often. The recent BRICS currency move is about them panicking over increasing dollar global dominance. Checking recently I can’t find any major currency that is up against the dollar over last 10 years. US productivity is running away from the rest of the planet is another variable and with rapid on shoring of numerous ind…

> Checking recently I can’t find any major currency that is up against the dollar over last 10 years.

CHF, but not by much.

Re: Apple halted M2 chip production in January amid 'plummeting' Mac sales

#199

Earlier quoted context omitted.

> The dollar is insanely strong right now This is a bigger story that isn’t being told properly often. The recent BRICS currency move is about them panicking over increasing dollar global dominance. Checking recently I can’t find any major currency that is up against the dollar over last 10 years. US productivity is running away from the rest of the planet is another variable and with rapid on shoring of numerous ind…

> US economic dominance is about to go into hyperdrive Our biggest export is dollars. We accept ship loads of consumer goods and in exchange send the ships back empty. What a deal.

I have a hunch that’s exactly what it looked like for all past economic empires, no?

Re: Apple halted M2 chip production in January amid 'plummeting' Mac sales

#200

Earlier quoted context omitted.

Meanwhile a lenovo is 800 EUR for a 11th gen i5, 16GB RAM and a 3050ti. As someone with a value investing mindset, I personally can't find the extra value for double the money in macs.

I think "commodity" laptop manufacturers have successfully tricked people into thinking a laptop is a collection of integers (16gb RAM, N core processor, etc) but I have NEVER used a laptop even close to as performant as the m1 and m1 ultra based macbook pros. You really have to experience it to believe it, it literally never lags no matter what or is ever unresponsive regardless of what i'm doing. Not to mention the…

It's definitely more complicated than that for most components, but a 256GB SSD you can't upgrade yourself is ridiculous.
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