|
Post by aaplsauce on Apr 10, 2022 22:10:33 GMT -8
|
|
|
Post by archibaldtuttle on Apr 11, 2022 6:59:39 GMT -8
Another trip to 160 in our future
|
|
chinacat
Moderator
AAPL Long since 2006
Posts: 4,438
|
Post by chinacat on Apr 11, 2022 7:31:34 GMT -8
|
|
4aapl
Moderator
Posts: 3,867
|
Post by 4aapl on Apr 11, 2022 7:48:33 GMT -8
Apple generally doesn't announce new hardware at WWDC. Minor releases are offset. Major releases get their own event. There are exceptions, especially with the switchover to a new chip architecture that requires some software changes, like with the M series chips. I can't remember for certain, but I believe the switchover to Intel was announced at WWDC, though the first Intel machines for the public were iMacs announced at MWSF. And Apple's 23" displays were announced at WWDC, and I think some iBook revs, but those were more a marriage of convenience. Since then, Apple has offset most minor releases by a week from WWDC, to help keep the focus on software.
|
|
4aapl
Moderator
Posts: 3,867
|
Post by 4aapl on Apr 11, 2022 8:04:08 GMT -8
Hard to imagine that Apple's share is only around 9%, but while the story didn't list it, the original says this is global figures. What did Steve aim for back around 2004 when Apple pushed out a version of iTunes for windows? Was he aiming for 10%, and was that global or US? It's been a long push. Like with smartphones, there's always going to be a market for the low cost leaders, especially looking globally. The more interesting numbers for Apple would be the marketshare in markets they have been going after. Though it's sure to vary greatly based on location, I wouldn't be surprised to see figures of 20% or greater if looking at US consumers. OTOH, many classrooms, with an added push to get more units in quick order during school-at-home times, got lots of low cost PC laptops or even chromebooks, while many families also bought what they could or what made the most sense at the moment. Unlike the push by the younger generation for iPhones, there doesn't seem to be a similar push for Macs. It varies, and could be different in certain segments, but it's not the same overriding trend.
|
|
JDSoCal
Member
Aspiring oligarch
Posts: 4,241
|
Post by JDSoCal on Apr 11, 2022 11:09:50 GMT -8
As much as I'd like to see new Pros all around (Mac, Macbook, and Mini), what is the point in announcing products if Apple can't deliver them? It definitely breaches Apple's traditional model of announcing new products suddenly and available now, versus teasing products as the Mac Studio essentially has been (most models not available for three months!). Looks like Apple is starting to catch up on Minis though...maxed out memory and storage is only two weeks. So it looks like the Studio's delay is due to the processors?
|
|
|
Post by zebrum on Apr 11, 2022 11:14:07 GMT -8
Just because it got a mention in the last event I think the Mac Pro will be at wwdc
|
|
4aapl
Moderator
Posts: 3,867
|
Post by 4aapl on Apr 11, 2022 11:47:16 GMT -8
As much as I'd like to see new Pros all around (Mac, Macbook, and Mini), what is the point in announcing products if Apple can't deliver them? It definitely breaches Apple's traditional model of announcing new products suddenly and available now, versus teasing products as the Mac Studio essentially has been (most models not available for three months!). Looks like Apple is starting to catch up on Minis though...maxed out memory and storage is only two weeks. So it looks like the Studio's delay is due to the processors? Not to continue to be a fan-boi, but Costco has the Apple Studio Max in stock, and if I order now it will be here on Wednesday. www.costco.com/.product.100948103.htmlThe Ultra is listed as out of stock. But if time is money, and an Apple Studio will save time, get a Max now, and set it up to play your TV streams later once you can get your hands on an Ultra. Of course I'd like Apple to be able to meet demand or be reasonably close, especially with a high end (likely high profit) machine. But it beats the alternative, of high supply but low demand.
|
|
mark
fire starter
Posts: 1,631
|
Post by mark on Apr 11, 2022 13:49:11 GMT -8
As much as I'd like to see new Pros all around (Mac, Macbook, and Mini), what is the point in announcing products if Apple can't deliver them? It definitely breaches Apple's traditional model of announcing new products suddenly and available now, versus teasing products as the Mac Studio essentially has been (most models not available for three months!). Looks like Apple is starting to catch up on Minis though...maxed out memory and storage is only two weeks. So it looks like the Studio's delay is due to the processors? I just checked the Apple store (website), and I can pick up an M1-max Studio TODAY at the local store if I wanted to. Most of the souped up ones have a delivery date in early June. I assume that's because they are very popular and people snapped them up quickly. Remember, it's not an iPhone where they build tens of millions and then stock the supply chain with them. These kinds of products sell in MUCH lower volumes and can't have all configurations built in advance to be stocked at stores or warehouses. After a few months, Apple knows the general mix of demand, and preferred configurations, and THEN they begin stocking the popular configurations for quicker delivery. It may be due to the processors, initially I thought only ultra has long delivery times, but I noticed some max configurations also have long delivery times. Like June or July! But the base configuration with the max seems to be available right now at the store.
|
|
|
Post by firestorm on Apr 11, 2022 17:02:14 GMT -8
I have had the "opportunity" to be in a variety of health care settings lately, and have been impressed with the number of nurses and aides who are wearing Apple Watches–to the point where it is almost part of the uniform. I initially had my doubts about Apple's emphasis on customizing the style of watchband used with these little computers, but they sure hit the consumer target perfectly!
By the way, I am out of APPL and AMZN and most of TSLA for a while, needing to preserve capitol in a period of high risk. I retained an investment in BRK/B for now as a safer bet. I expect a recession–though the crystal ball and data are hazy–with further drops in the market. My plan is to return to the market when everyone else has lost hope. Wish me luck. And nobody should ever follow my investment advice!
|
|
|
Post by hledgard on Apr 11, 2022 17:58:00 GMT -8
I just don't see AAPL really rising much in the reasonable future. Likely to stay in the 150-180 range for at least a year.
The new directions - movies, credit card, VR glasses, cloud based storage - are not game changes. The only thing I think could break things out is health care. Blood sugar monitoring would be a real game changer
|
|
JDSoCal
Member
Aspiring oligarch
Posts: 4,241
|
Post by JDSoCal on Apr 11, 2022 19:52:27 GMT -8
The Max chip isn't the new technology. It shipped with the latest upgrade of the Macbook Pros. The Ultra is the new tech, and it is now 2.5-3 months delayed. That's just ridiculous and they shouldn't announce products they can't ship within the same quarter.
I just don't get the reflexive defense of anything Apple does (or doesn't do). Echo chamber gonna echo.
|
|
mark
fire starter
Posts: 1,631
|
Post by mark on Apr 12, 2022 5:27:28 GMT -8
The Max chip isn't the new technology. It shipped with the latest upgrade of the Macbook Pros. The Ultra is the new tech, and it is now 2.5-3 months delayed. That's just ridiculous and they shouldn't announce products they can't ship within the same quarter. I just don't get the reflexive defense of anything Apple does (or doesn't do). Echo chamber gonna echo. We replied to your comment as written (As I often do, I bolded the salient part) that claimed the Studio is delayed. Your comment said nothing about "new technology" or "ultra". Besides, it isn't *just* the ultra models that are delayed, many/most of the max models are also delayed. This is more a sign of unexpected demand than manufacturing issues. Not only that, but the macbook pro with the max is also delayed (to end of May), that seems to show excess demand for all the high-end devices (max and ultra)! I wonder if y'all remember my comment a few weeks ago about how due to efficiency per watt, these might be the ideal machines for crypto miners? Maybe they (the miners) snapped up "all" the high-end machines so they could start mining as quickly as possible at the lower power usage? This is pure speculation, no data at all about it, and if we ever see data, it'll only be anecdotal anyway. In any case, it is quite clear that Apple received orders for high-end Studio machines in excess of what they could deliver in a timely manner. And that, of course, is indeed a failure in any business. Sometimes a good failure, demand suddenly jumped higher than expected. Sometimes a bad failure, took orders, but manufacturing had unexpected issues that delayed all deliveries. I'm not sure if we can/will ever know which type of failure this was, but the odds with Apple are usually that it was the good kind of failure (though they've also experienced the bad kind periodically in the past). Now these kinds of failures have ramifications in the investing world. If Apple can't ship enough "stuff" in Q2 (FY Q3) then the results for that quarter will be lower than expected, or at least lower than they could have been. And then if Apple catches up in Q3 (FY Q4), and delivers all that backlog, then that quarter will be higher than it would have been. The big question is - do variations in delivery timing in this one business segment (Mac) affect the overall results enough to be noticeable? I'm not sure, but if it is, perhaps we could use that information to profit somehow?
|
|