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Apple boss Tim Cook says prices to rise due to memory chip costs

bbc.com

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Re: Apple boss Tim Cook says prices to rise due to memory chip costs

#91

Post by AnthonyMouse »

IshKebab wrote: post #90
AnthonyMouse wrote: post #76

Earlier quoted context omitted.

Why does it need to be Android? Make a phone that will send text messages and run a web browser and all the people who just need a phone will buy it to save $200. Also, when software is poorly optimized that implies it is possible to optimize it.

For a start, most of the world does not use text messages. They use WhatsApp. (Apart from a few countries where WeChat, Telegram or Line are more popular.) As far as I know the US is the only country that still uses SMS/RCS.

So write a WhatsApp client for your phone and convince the EU to make them interoperate with you.

Re: Apple boss Tim Cook says prices to rise due to memory chip costs

#92

Post by theshackleford »

MadnessASAP wrote: post #66
kg wrote: post #52

Earlier quoted context omitted.

IIRC modern Apple devices integrate the memory into the whole SoC instead of making it separate on the board and replaceable. It's definitely not swappable like a DIMM or CAMM module would be. Can't find a photo of a decapped M4 chip to prove it, though...

Its not integrated to the SoC, it is soldered to the mainboard though.

The memory is not integrated into the SoC die itself, but it is packaged alongside the SoC rather than being separately mounted.

Re: Apple boss Tim Cook says prices to rise due to memory chip costs

#93

Post by dzhiurgis »

looofooo0 wrote: post #54
dataflow wrote: post #16

Earlier quoted context omitted.

> Props to them for making it this far into the crisis without raising prices. Yeah, it's a laudable miracle that this $4T+ company could survive this long without raising prices on such razor-thin margins.

The iPhone is also a vehicle to hook people into the Apple ecosystem, where Services like the App Store bring in 40% of all gross profit with margins of 75%.

> Services

Wonder if those costs will increase too as storage price is going up.

Re: Apple boss Tim Cook says prices to rise due to memory chip costs

#94

Post by chvid »

dist-epoch wrote: post #62
chvid wrote: post #51

Enough of this. It is time to activate the Chinese. Seriously let ASML sell to CXMT etc.

CXMT will sell their RAM.... to the AI labs

They will sell and keep selling until the price is too low to justify production. And then some more to gain market share.

Re: Apple boss Tim Cook says prices to rise due to memory chip costs

#95

Post by pjmlp »

keybored wrote: post #55
pjmlp wrote: post #2

Of course they were, not even Apple has infinite stock. What they have are sweet margins and deals in place that helped them to take some time until the inevitable came to be. In the other hand maybe all these prices drive folks to program like we used to, conscious of the hardware limitations, without extra slots to rescue from bad programming.

> In the other hand maybe all these prices drive folks to program like we used to, conscious of the hardware limitations, without extra slots to rescue from bad programming. I don’t understand why this comes up on all of these topics. Dire need will compel a naked woman to learn to weave her own clothes, but there is no weaving machine for just making more efficient software. (American) Software developers are expens…

Because the pendulum went too far writing garbage applications in Electron and friends.

Yes, Casey and friends are 100% spot on.

Re: Apple boss Tim Cook says prices to rise due to memory chip costs

#96

Post by Fire-Dragon-DoL »

AnthonyMouse wrote: post #47
cm2187 wrote: post #22

There was a very interesting podcast that went into all the details of the AI supply chain shortage [1] The key takeaway for smartphones isn't so much that iphones will cost $150-200 more, which apple customers have shown they can stomach. But that cheap $200 chinese smartphones will need have to hike prices by about the same amount, which will decimate that market. [1] https://www.youtube.com/watch?v=mDG_Hx3BSUE

Or they'll start making cheap phones with <=2GB of RAM again and people will have to write software that uses memory efficiently (the horror).

Glad me and my wife both bought a pixel 1 year ago, see you in 6 years! Lol

Re: Apple boss Tim Cook says prices to rise due to memory chip costs

#97

Post by 10729287 »

high_na_euv wrote: post #53
brailsafe wrote: post #26

Earlier quoted context omitted.

> But that cheap $200 chinese smartphones will need have to hike prices by about the same amount, which will decimate that market. Hmm. Even if iPhone users can theoretically stomach the increase, they have many other options available, whereas if the cheap $200 phones are the bottom of the market, there's no other real options. I'm in the ~$450 USD Pixel range atm, and never buy the current flagship or anything. If…

>Plenty of younger people are already reverting to more primitive phones or physical media Id love to know how many of em

It's a a marginal trend, mainly for the gram.

Re: Apple boss Tim Cook says prices to rise due to memory chip costs

#98

Post by citrin_ru »

AnthonyMouse wrote: post #76
a-french-anon wrote: post #73

Earlier quoted context omitted.

You underestimate how poorly optimized Android (both the OS and ecosystem) is.

Why does it need to be Android? Make a phone that will send text messages and run a web browser and all the people who just need a phone will buy it to save $200. Also, when software is poorly optimized that implies it is possible to optimize it.

Web browsing is the most resource intensive task given how bloated modern websites are. It’s easer to imagine a cheap phone with a set of optimised native apps but the problem is tech giants are not interested in reducing footprint of their apps at the same time actively hostile to 3rd party clients.

Re: Apple boss Tim Cook says prices to rise due to memory chip costs

#99

Post by ChildOfChaos »

AnthonyMouse wrote: post #87
xienze wrote: post #85

Earlier quoted context omitted.

> Why does it need to be Android? Make a phone that will send text messages and run a web browser I think we're quite a ways past the point where most people would be satisfied with phones that only do voice, text, and web browsing. People have become quite accustomed to phones that can run arbitrary applications and games. There's quite a sizable population for whom phones are their only computing device.

There is nothing stopping it from running arbitrary applications, those applications just wouldn't be Android apps. Which is just as well because 99% of Android apps are just a bloated skin over a web page anyway. I can't actually think of the last time that I wanted to (rather than was forced to) use a non-messaging non-browser app on my phone.

Because you need these apps to do almost anything.

I went to a music festival last weekend, ticket has to be on the ticketmaster app which is android or iOS, the official app for the festival has timings and updates for the event which are very important else you will miss stuff that is announced, even safety warnings.

My train tickets were on the app, I needed it to book the Uber as well.

20% off drinks and food if you use the paypal app. You just can't do things without Android or iOS.

Thousands of people parked in random fields, parked in daylight, need to find car at night = Airtag/ map.

Everything is an app these days. It's a lot harder to do everything without such things. You wouldn't have been able to attend without such a device.

Re: Apple boss Tim Cook says prices to rise due to memory chip costs

#100

Post by looofooo0 »

dzhiurgis wrote: post #93
looofooo0 wrote: post #54

Earlier quoted context omitted.

The iPhone is also a vehicle to hook people into the Apple ecosystem, where Services like the App Store bring in 40% of all gross profit with margins of 75%.

> Services Wonder if those costs will increase too as storage price is going up.

most of it is near zero marginal cost.
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