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

macrumors.com

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

#221

Post by pjc50 »

justinzollars wrote: post #100
alchemist1e9 wrote: post #74

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.

This is in a thread about how people cannot afford MacBooks, which count as a "US export" because they are priced in dollars that go back to the US eventually.

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

#222

Post by rcarmo »

habosa wrote: post #210

I wonder if the US tech hiring slowdown is big enough to have an effect here? Most of my friends do not own a personal laptop anymore but every job they get comes with a shiny new corporate MacBook.

Not really. Corporate Mac sales are a drop in the bucket.

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

#223

Post by walterbell »

JCharante wrote: post #178
ricardobayes wrote: post #79

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.

That's fine but after experiencing the insane battery life of M1 I will not use another brand unless they somehow manage to beat apple silicon, which I hope they do but they have such an advantage.

Some people from the Apple M1 team left to start Nuvia, which was acquired by Qualcomm and will hopefully be bringing comparable performance-per-watt to PC OEM Arm Windows/Linux laptops in 2024.

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

#224

Post by ralfn »

bananapub wrote: post #215
ralfn wrote: post #161

Earlier quoted context omitted.

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…

why is it weird? Apple states its quarterly results in USD, which is all their investors/media care about, so of course Apple cares enormously about profit/revenue in USD. in addition, much of their design/engineering/management/etc costs are in or coupled to USD.

It makes sense from a tactical point of view. But with the M-line of architecture they had the strategic opportunity to burn the competition.

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

#225

Post by pjc50 »

alchemist1e9 wrote: post #74
pigsty wrote: 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…

Too many people are just replaying inflation discourse from the 1930s and 1970s over and over again in their head, talking up the imminent collapse of the dollar, without actually taking a look around.

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

#226

Post by mark_l_watson »

em500 wrote: post #87
KptMarchewa wrote: post #55

Earlier quoted context omitted.

>1650EUR for a laptop that won't have enough ram to run the browser in two years. That did not have enough ram 3 years ago... the fact they are still trying to sell 8GB as an useful amount outside of extremely budget laptops is insane.

My current personal home laptop is a Chromebook with 4Gb Ram and a Core m3-8100Y. For daily browser usage I barely notice any performance difference with the work issued 16GB i7 laptop. So how about let people decide for themselves what they need instead of speaking for them?

My family is basically all-in on Apple gear, but to be honest, the little Lenovo Chromebook that I bought for $300, with keyboard case and pen, is amazingly versatile. The Linux container support is OK for running Emacs and some dev tools. I do a lot of dev using mosh/ssh on external servers, BTW.

There are only two things that prevent me from going cheap: poor video performance when I plug it into my large USB-C external monitor; and, my addiction to the Apple Watch that is a device that makes me rethink how I expect technology to fit into my lifestyle.

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

#227

Post by piva00 »

spaceman_2020 wrote: post #186
piva00 wrote: post #158

Earlier quoted context omitted.

> Outside of UK, France, and to some extent, Germany, most of these countries don't even have an immigrant culture to make up for the shortfall. Not really true, for example: Sweden has been doing above EU average on both immigration and higher birth rates (for its development level) to account for the shortfall, it's not that clear cut in Europe as a whole.

Fair, but Sweden's population is just too small to make any meaningful impact on Europe as a whole.

But that's moving the goalposts, Europe has a bunch of countries with small populations, Sweden is 16th in population from 40+ countries. Aside from Germany, Italy, the UK, France, Spain and Poland all the other countries will hover +- ~10 million people compared to Sweden. It's smack in the median of population size in Europe.

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

#228

Post by JustSomeNobody »

tpmx wrote: post #9
zarzavat wrote: post #2

They are overpriced to the extent that I am discouraged to even buy a MBP now because I would have to baby it so much given the absurd price tag. It would just end up sitting on a desk for its entire life, and at that point I might as well buy a Mac mini.

Baseline models are relatively affordable but they charge about 5x more for memory and storage than the prices of corresponding PC parts. That's been their trick for decades but it seems like the multiplier has been getting higher lately? $800 + tax for a 2TB SSD is insane.

Because they have almost nothing else to differentiate prices on for the various models.

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

#229

Post by rcarmo »

ricardobayes wrote: post #211
Dalewyn wrote: post #169

Earlier quoted context omitted.

That combined with the best speakers you will ever hear in a laptop, keyboard and touchpad you know will be at least decent (ye olde butterfly notwithstanding), the steep price tag kind of sort of starts to partially make a bit more sense. The price is still stupid, but a potential customer not needing to give a crap about his new computer might just make the steep price worth it.

Why would I care about laptop speakers? 1600 EUR gives me plenty of room to get a normal laptop, Harman-kardon soundsticks plus top-end Sennheiser headphones. No matter how good laptop speakers are, they won't even be near the ones mentioned.

You've clearly never sat on a couch with a Mac on your lap.

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

#230

Post by nicoburns »

mrweasel wrote: post #129
drooopy wrote: post #32

In my case, I feel that Apple has priced itself out of the EU market with the latest Macs and iDevices. The new base M2 Air begins at €1500 after taxes which is genuinely an absurd amount of money to ask for a device that comes with 8 GB and 256 GB of non-replaceable ram and ssd respectively. The cheapest iPhone 14 starts at a bit over €1000. My plan is to keep my entry-level M1 Air for a few more years and then I'm…

Some where someone wrote: It's not that Apples hardware isn't cost competitive, they just don't have en entry level option (or even a low mid-level option). The cheapest MacBook Air, which is fine for most of my needs is €1260/$1370 and while it's a wonderful laptop, it's just a bit much for running Safari, VSCode and a terminal. It really is a €950 laptop, but if they could hit that price then what else would you re…

Their base models are usually vaguely reasonably priced. But they charge a huge markup for RAM/disk upgrades.
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