#181.Funnel of bottomless scarcity

2022-08-08 14:31:41 By : Ms. Catherine Zou

It is impossible not to mention that in Indonesia (273 million people, 191 million are Internet users), Yahoo, Steam, PayPal, Epic Games and many other services were blocked.Launch dates are constantly being pushed back.So in 2020, Reuters wrote that the launch was scheduled for 2024.And analyst Ming-Chi Kuo, who specializes in Apple forecasts, said that a realistic launch date is something in the region of 2025-2028.After the last WWDC, which showed an updated Apple CarPlay, which, in fact, replaced the entire familiar dashboard in a car, I was even sure that Apple would not launch its own car at all.Why make life so difficult for yourself when you can just be a shell supplier to every manufacturer in the world?Become a kind of Android car market.Yes, and the news of recent days directly hints at this.Apple has hired Luigi Taraborrelli, who has worked at Lamborghini for more than two decades.Mr. Taraborrelli was head of the "chassis and dynamics" department, specializing in suspension, braking, steering response.And if Apple focused solely on the interior and dashboard, it would hardly have hired a specialist responsible for the appearance and dynamics.Apple really hasn't had a revolutionary product comparable in scale to at least the iPad for a long time.The recent launch of the MacBook on the ARM chipset showed that there is still gunpowder in the powder flasks.However, laptops are more of a gift for professionals who are stunned by the ability to edit 8K video on a finger-thin 13-inch laptop.The average user rejoiced at the maximum improved battery life, before complaining about compatibility problems that arise from time to time.It is imperceptible to the layman, but Apple is under strong pressure from competitors and shortists.For those who do not understand why someone needs this, I will explain.At the end of 2021, Apple took 75% of the total profit from the smartphone market, despite the fact that the company has a market share of around 13%.Conventionally, the smartphone market is 1.5 billion units, and 1.3 billion smartphones account for only 25% of all profits.Here you can also add that Samsung accounts for about 15%, that is, the remaining 12 companies, totaling more than 1 billion devices, account for only 10% of the profit.So the whole market is sleeping to see when Apple will fall, and they will finally have a golden rain.In the case of electric vehicles, which are currently considered a hot topic, Xiaomi and BBK Electronics can be cited as examples.Xiaomi generally says that the first car will roll on the roads as early as 2024.Companies are trying to stake out the market for themselves, but de facto their role is reduced to the work of treading paths - that is, creating and debugging common processes, setting up logistics, stuffing cones.Journalists from the city of Taipei, the capital of the island of Taiwan, where the largest semiconductor manufacturers (TSMC, MediaTek, ASE Technology and others) are based, managed to collect a good insight about the shortage in the chipset market, as they say, from the inside for Asia Nikkei.The material is interesting, so I want to retell some points.However, it turns out that there are more prosaic reasons.So in mid-June, Taiwan Semiconductor Manufacturing Co (TSMC), the world's largest semiconductor manufacturer, sent a mini-troop to Japan to visit a number of key suppliers, including Screen Semiconductor Solutions.Screen Semiconductor Solutions, according to sources, is constantly shifting delivery dates.At the same time, Screen Semiconductor Solutions is not a semiconductor manufacturer, but one of the few companies in the world that creates cleaning equipment, which is vital for all semiconductor factories in the world.Screen Semiconductor Solutions has difficulty supplying its own needs with such seemingly insignificant nonsense as valves, tubes, containers, pump parts.All these components are made of special plastic.It is ridiculous that the world's largest company (I'm talking about TSMC) is forced to cut semiconductor production due to a shortage of plastic valves.A niche smartphone with 5G support for minimal money - it's not even on the Samsung website, but it's sold in Russia.Compare with Galaxy A22 - is it worth the money?However, ASML does not work alone.So in creating a vacuum chamber in an EUV lithograph, the Dutch ASML relies on the German company Trumpf, responsible for lasers (and here we are back to the shortage of inert gases) and the Zeiss Group, responsible for optics and a mirror system.The director of the Zeiss Group boasts that their mirrors are so accurate that you can hit a ping-pong ball on the moon by being reflected by a laser.>> None of them want to lose a very important market>>The Screens division will swell with stable demand>>the world's largest company (I'm talking about TSMC) is forced to cut back Return corrector from vacation already.>None of them want to lose a very important market. I am loyal to typos, but here even my eyes were running.I really want to know who was on top of whom?> This is a direct confirmation that Apple is sleeping and sees how to return to Russia or at least save sales. There are many interesting markers. Payment for services works poorly.VTB has created a new application and it has not been touched in the app store for a month.And the faceid authorization was somehow screwed to the VTB web application in the browser, I didn’t even know that this was possible.But Apple may have more interesting problems in China right now.So the cookie will need all his ability to monitor the bazaar, which, as we see, he has.> Both the companies themselves and competitors note that it will not work to replace one supplier with another. only the final product is disposable, here even the suppliers are disposable.Divide et impera.Have you heard?I note that while apple, xiaomi and bbk are dreaming of making a car, Huawei has already released the second model of its crossover.Which is integrated with their OS and controlled partially from the phone."Lamborghini Huracan - luxury SUV" - Huracan is a sports car, and the SUV is called Urus"what intermediary would "twist" so that Apple Pay would work again"Next, you will want the subscription services to become available again and then tell them to remove the rainbow.So it won't work!Either you accept their agenda, or you suffer because of your choice.import substitution - period) Everything will happen according to this scheme - out of 21.5 yards of green, at best, 50% will reach the intended use (this is just optimistic optimism), and in the end they will bring the "king" (as it has happened more than once) bought a Chinese chip marked a la "Rusich Borodino 1812" and that's it.ps It's as if Vladimir didn't write the ending of the article, some kind of sticky sugary politically correct positivism)Mobile-Review.com talks about technology, gadgets, electronics business from the inside and interesting events in the IT world in a simple language.The site contains both articles for a wide range of readers and specialized materials for market players.Mobile-Review.com is a resource for a thinking audience who wants to know today what will happen in the high-tech market tomorrow.