Apple Car – Luxury, Software and Margin
Apple can use its brand and its software to build a “Luxury” car, and use its supply chain to build that car for less, effectively re-segmenting the industry to maximize profit, not market share.
Category Archives: Apple
How can Apple Differentiate an Apple Car?
We are going to explore how Apple can extract and redistribute value in the Autos. First, we look at what Apple is best at.
The Reverse Qualcomm Squeeze
The Reverse Qualcomm Squeeze – Qualcomm’s advances in RF products, including this week’s announcement of their filter line – positions Qualcomm to reverse the trend of their smartphone customers building their own silicon.
The Apple Satellite Phone?
The Apple Satellite Phone? Probably not, the laws of physics…maybe an emergency messaging system or maybe just a new operator relationship.
Idle Speculation on Apple Cars
Idle Speculation on Apple Cars – If Apple is building a car, they are going to need a trusted assembly partner. Has anyone noticed how much investment Foxconn has been pouring into autos lately?
2021 State of the Mobile Baseband
2021 State of the Mobile Baseband – Apple’s share gains, its leading Apps Processor, and growing pricing pressure for Android phones risks creating a vicious cycle for Qualcomm.
Roll Your Chips – What Could Go Wrong?
Roll Your Own Chips – When you design products that someone else is going to manufacture using processes that trip against quantum physics effects, no one is cool enough to not be a little worried that something will go wrong.
Let’s Build a Chip – With Math
Let’s Build a Chip – We lay out the costs of building a chip – with spreadsheets!
Sic Transit Gloria Mundi?
Sic Transit Gloria Mundi? – Apple can withstand a missed product cycle or two.
Where did Apple’s margins come from?
Where did Apple’s margins come from? – The M1 probably added only $300m to Apple’s gross margins this quarter, but it probably also helped them sell a lot more MacBooks, the benefit of Apple Silicon is strategic not cost savings.