The EU is forcing Apple to allow ‘side loading’ in alternate app stores however it seems that Apple isn’t allowing ‘side’ operation. Apps still need to use Apple APIs and they need a financial agreement with Apple to run Apps. Apple can’t vet the Apps as effectively but they still have rules...
There is a benefit to Apple to include banking Apps so maybe they are free?
My speculation is that as an enterprise that your bank is paying Apple to host the App. There was some comment on App development that the size of the App can affect fees and I do know that a number of my financial...
All of the 20 nm capacity went to 16 nm FinFET. If you look at the annual wafer capacity at the top of the spreadsheet they had a capacity of about 8 million wafers per year. So about half of the capacity is 16 nm and smaller.
I think they have added higher nm capacity at times and they shift...
“Apple’s compliance with the EU’s Digital Markets Act (2024) now allows developers to distribute apps outside of the App Store within the EU and integrate external payment systems. However, Apple still takes a reduced commission of 10% to 17%, depending on the payment method used. And crucially...
Are there developers actually working for free? ‘Free’ Apps are typically just beta for something that can eventually be monetized if they gain traction.
It looks like in the EU there are core technology fees, truly free apps still won’t pay, however some ‘free’ apps from enterprise may need...
No it doesn’t.
Apple may use their own servers for search and cut out the Google ad revenue made from Apple users. Google isn’t paying Apple out of charity.
This seems highly unlikely. If there is no revenue in serving Apps the App vendors will need to serve their own Apps. Is Apple...
Apple has a combination of solutions. They have eight dedicated data centers. Six in the U.S., one in China and one in Europe. They rent space in 29 third party data center locations. They still use third party cloud service providers like AWS and Akamai.
Apple has over a billion users...
Home cooking? Apple may be buying enough servers annually to build their own. They have 8 data server centers and they are building two more and will need to keep these up to date every 4-6 years depending on energy efficiency improvements.
https://dgtlinfra.com/apple-data-center-locations/...
The wspm type of information has been disappearing behind paywalls. TSMC Investor website has a historical operating speadsheet with approximate capacity and quarterly production numbers. The capacity is greater than 16 million 300 mm wafers per month. The max quarterly production post...
I think you are looking for the lowest cost Apple device with an M processor versus A processor. The M processors have Thunderbolt for faster data transfers. The AppleTV is an A processor and they could even be rejects that didn’t meet speed or thermal requirements for phones. The original...
Every few years this issue of manufacturing iPhones in the U.S. comes up. Each time there is an article written about how much value add is provided by China as assembler and now increasingly some parts. Back in 2010 the assembly value added by China was less than $10. The trade deficit was...
A big issue that I see with U.S. tariffs is the percentage of products for tech companies that are sold in the U.S. Apple may be a U.S. based company but only about 30% of their products are actually sold into the U.S. Most Apple products never touch the U.S. It may mean that Americans are...
Speculation on my part. Intel’s 18A is quite a bit more expensive per transistor over N2. It has an additional layer of GAA with four layers of gates and BSPD. N2 is three levels of GAA and does not require wafer thinning, a second support wafer and TSVs for power. Intel’s process design...
I would like to know how this narrative of Samsung stealing Apple silicon tech developed. Samsung definitely stole a lot of ideas from iOS on interface. There was a law suit about it with a Samsung document showing their ‘borrowing’ of iOS features for their own version of Android.
As for...
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