The Daily Observations

Rising iPhone service development plans and desert processing plans

The average selling price of iPhones has skyrocketed, TSMC Arizona may be good for Apple after all, entertainment news. This is a snapshot of what we see from the observation deck today.

CIRP has seen a sharp rise in iPhone ASPs since 2020

Search for alpha He published an article on Monday arguing that Apple is “unlikely to outperform the market in the future.” The site listed a few reasons, including not having anything really new for the past several cycles, and increasing margins as much as they can do. Looking at the real novelty, the piece spent a decent amount of time focusing on the possibility of an Apple car, and there seems to be no time on Apple’s expected mixed reality headset.


individuality.

It’s an interesting piece, full of shapes and diagrams. LookingAlpha.com If you want to take a peek.

What’s funny to me is that while there is concern about economic uncertainty and slowing sales, people who buy what Apple sells continue to spend more on it. I told you last week with a report from Consumer intelligence research partners (CIRP) which said:

For the new iPhone 14 models and the more expensive iPhone 13 Pro and 13 Pro Max, the majority of customers paid a premium for phones with more storage.

Now the same company says that the US weighted average retail price for iPhones has risen a lot in the past two years, with a sharp rise in the past year. Apple 3.0 Run part of CIRP’s most recent report. According to that company’s estimates, the US weighted average retail price of iPhones increased by about $71 from September 2020 to the following September, going from $794 to $865. Between then and last September, the average rose another $92, from $865 to $957. While some of that may have been related to higher capacity purchases, September would have included sales of the older iPhone 14. It seems likely that love with the end of the line 14 professional helped cement this average.

TSMC founder says 3nm is planned for AZ Fab

bloomberg (Across Washington Post) published an opinion article last week of the sort that took the air out of the tires of TSMC’s plans for Arizona. In the middle of 2020, TSMC announce Its intent is to build and operate an advanced FAB semiconductor facility in Grand Canyon State. Making the announcement, the chip maker said the facility “will use TSMC’s 5-nanometer technology,” though bloomberg Kind of shrugged it off, saying 5nm is cool now, but in 2024 3nm processors will be the latest and greatest. This would render things coming out of Arizona obsolete.

Maybe not. a piece of Techcrunch 3nm technology is in the cards for Desert Southwest, says Maurice Chang, founder of TSMC, though there are a few things to note. First, Mr. Zhang retired from TSMC, although A.J Reuters An article from his Arizona talk says he “remains influential on the company and the broader chip industry.” Second, while 3nm may be in the cards, the cards are not yet distributed. According to Mr. Zhang:

Three nm, TSMC now has a plan, but it’s not fully finalized… It’s almost done — in the same Arizona location, phase two. Five nanometers is the first stage, and 3 nanometers is the second stage.

I don’t remember – is the second phase the one with Thanos? Wait… Ultron was Phase Two.

Who can keep up?

iCloud for Windows users who see corrupted videos and unexplained still images

iCloud for Windows users seem to be experiencing some issues. Mac rumors She says she sees a number of complaints on Mac rumors forums From “corrupted videos and photos from strangers appearing in photo libraries”.

Yikes. One Mac rumors reader Explainsaying:

iCloud for Windows corrupts videos recorded from iPhone 14 pro max resulting in black videos with scan lines. On rare occasions, it inserts still images into videos from unknown sources, possibly other iCloud accounts. I was shown pictures of other people’s families that I’ve never seen before, soccer games, and other random pictures. This is obviously very worrisome and doesn’t make me feel safe using iCloud.

Well, you’re using iCloud for Wi… yeah…

There is no mention of Apple addressing or acknowledging the issue in Apple’s website Mac rumors Report.

Does Bob Iger’s return to Disney mean anything to Apple?

Apple 3.0Philip Elmer-DeWitt stirred up the ashes of a fire Monday that probably didn’t need to be moved. After publishing a blurb about Bob Iger returning as CEO of Disney, Elmer DeWitt added the comment:

That was for Iger’s Disney [Steve] Jobs sold Pixar. And it was Iger who suggested that if Jobs lived, maybe Apple and Disney would merge. I wonder, is Egger still interested in making it happen?

Just over a week ago in Mac Observer Daily Notes podcast, we talked about a rumor that there were people inside Disney who wanted Apple to make a play of a house made by a mouse. The thing is, these people were said to be frustrated with Disney’s leadership, which has since changed. However, listener Tony wrote to me asking if Iger had been brought back to facilitate the merger between Disney and Apple.

Personally, I find it hard to see. But you can hear our reflection on a few episodes of The Daily Observations – the episode from November 11th And the one of today.

I don’t think I hate the idea…but I don’t like it very much. Anyway – the idea is still on the table.

Mondo Releases Collectible Vinyl Editions of “Severance” Music

If the retro technology in the Apple TV + series to cut Is your jam, maybe you would like a retro way to jam to the soundtrack. Camel Mondo says he’s in the process of releasing a “vinyl mixtape” for the show.

Actually, it’s two sets of collectibles. “Outie Edition “White Vinyl Compact” inside a topical varnished gatefold sleeve with printed inner sleeve.” Buyers will run $35. The “Innie Edition” is the traditional black vinyl, though it comes in a “custom concertina desk folder”. Additionally, the piece says:

The Innie edition features a Music Dance Experience card, a standard security card, an Eagan bingo sheet which is a family name from the show, four character cards, a hidden map of the cut-off land, and a Lumon disco bag.

Buyers will run an “Innie Edition” of $60. It will be limited to 5,000 units. I’m starting to say this is the one you want, but if you’re a collector – you probably want both. I know it’s the one I want, but then I’m also going to have to buy a phonograph, so – I’m fine.

If you’re better with one or both, the albums go on sale tomorrow – Wednesday, November 23 – middle noon. More information is available at Mondo site.

Gary Oldman may be doing “Hang It Up” after “Slow Horses” on Apple TV+

The role of Gary Oldman in the Apple TV+ series slow horses It may be the last. Mac Observer Highlights comments made by the actor to times from London, where he indicated he was nearing completion. The article quoted the actor as saying:

I’ve had an enviable career, but my career is waning, and I really do have other things that interest me outside of acting. When you’re young, you think you’ll move on to doing them all – read this book – and then the years go by.

I’ll be 65 next year, and 70 is about to happen. I don’t want to be active when I’m 80. I would be so happy, honored, and honored to come out as Jackson Lamb [his character in Slow Horses] – Then hang it up.

So when can he “hang it up?” That’s hard to say. He is taking part in at least two more seasons of the Apple TV+ series. Cupertino-Streamer announced orders for seasons two and three earlier this year. Season 2 is practically ahead of us, and it’s set to premiere on December 2nd. No word on when the third season will debut. Plus, if Apple opts for additional seasons… who knows

Today on the Mac Observer Daily Notes podcast

Fresh news and leftovers. TMO Managing Editor Jeff Potts joins me today for a short discussion about the tragedy at Hingham, whether Apple can continue to outperform the markets, wizards coming out of the Arizona desert, and Bob Iger’s return as CEO of Disney. Leftovers early on Daily notes podcast From Mac Observer.


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