Post by Tetrachloride on Dec 11, 2012 14:54:01 GMT -8
Once again, Horace Dediu into the mathematical battlefield of analyzing Capital Expenditures. Some select quotes
Apple is still spending less than Samsung. In its fiscal year 2012 Apple spent about $10 billion while during the same time frame Samsung spent nearly $22 billion. However, Apple has begun to bump against Samsung’s spending level on a quarterly basis.
I consider this extraordinary evidence of an extraordinary shift in strategy.
Perhaps we can’t yet call Apple a semiconductor company or even a fabricator but they are putting their “money where their mouth isn’t”.
Apple simply wants to control all the areas which affect the value they produce. One reason is that they feel that they are not good enough and therefore the product/experience cannot be good enough if its constituent parts are not good enough. Another reason is that there are constraints to what it can and cannot do strategically.
Master of Supply Chain Tim Cook is building an all new set of spines for Apple manufacturing.
Samsung has been high for quite some time in CapEx, but Apple has new engines
I expect to see some real action from Apple over the next couple years. This is not just a shot across the Samsung bow.
SomeJuan: M1X... 16 cores of CPU, 16 cores of GPU, 4nm TSM fab, katy bar the door...
Jan 16, 2021 6:45:11 GMT -8
mercel: It's been a long strange trip - good to see you're still around (and in AAPL -my assumption).
May 10, 2019 9:48:32 GMT -8
Zeke: Long time no see. Nice to see familiar names still here.
Mar 25, 2019 11:42:52 GMT -8
sponge: Regarding the future of VR, I think it will be huge. I was a gamer when I was in college. But as an adult I lost interest. Last fall I flew up to visit my son at college and check out his new Vive set up. After playing with it for the weekend, I was
Apr 29, 2018 12:25:17 GMT -8
galleybob: thanks for your answer. I will copy and send to her
Nov 7, 2017 12:32:18 GMT -8
rickag: So since Jan 28th 2015 AAPL is up from 117.27 to 157.21
Aug 21, 2017 17:09:43 GMT -8
artman1033: VXAPL = 29.21 AAPL = $117.27 AFTER EARNINGS
Jan 28, 2015 11:54:46 GMT -8
artman1033: VXAPL = 44.94 AAPL = $110.39 BEFORE EARNINGS
Jan 27, 2015 8:12:53 GMT -8