Apple Update -- August Doldrums -- August 12, 2023

Locator: 45433AAPL.

I don't have time to sort this out, so just some quick notes, some new links.

1. The ARM IPO is going to be huge; lots of history leading up to this. It will be the biggest IPO of the year: four anchors -- Apple, Samsung, Amazon, Nvidia. Google? Let's guess:

• Apple: 20%
• Samsung: 10%
• Amazon: 10%
• Nvidia: 30%
• Google?
• AMD?

2. Era of cheap smart phones over. Apple won this battle. Samsung agrees.

3. GM: $130,000 Escalade (EV) -- won't launch until 2024. Won't have CarPlay (Apple). Deal breaker. GM now backtracking. Says CarPlay possible.

4. Apple banking. How fast did it grow? Think ApplePay.

• to achieve $10 billion: four months, Apple
• to achieve $6 billion: eight years -- repeat, years -- Monzo
• to achieve more then $10 billion: ten years -- repeat, years -- Starling

5. Apple to corner market on 3-nm chip for one year. Huge. Can regulators, governments stop this? Monopoly?

6. After September 12, 2023, wiki will have to make major addition to its chip sites. The A17 chip will need to be added. Perhaps the M3, also.

7. Chips: history of ARM = history of Apple silicon. Should the "A" in ARM stand for Apple?

8. New Apple "analyst" to follow. Jonny (correct spelling) Evans.

9. iPhone 15: only 6GB RAM -- this could be the big story if Apple goes to 8GB RAM. 

10. iPhone took 41% of smartphone revenue 2022. Let that sink in.

Links:

• Hardball.
• Era of cheap smartphones is over. Great news for Apple. But we knew it all along.
• Jonny (correct spelling) Evans.
• Apple silicon (wiki). 
• GM CarPlay: read the replies. Think Dylan and Bud.
• A17. 6GB RAM or 8? Read the comments.
  
• iPhone takes 41% of smartphone revenue in 2022. Margins: 42%?
• Apple: world's biggest fintech disruptor.
• ARM / Apple joined at the hip (wiki).

Chips, semiconductor: link here.

• Home page for tech: link here.
• The cloud: link here.  
• Streaming: link here. Streaming wars.
• Spatial computing: link here.

Does TMDW need to spin-off an Apple blog?