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People thinking this is some sort of bad news should know one thing or two when it comes how to run a company.

  • You start with a business case. You include reasons, why is it important (What/So what/Now what) forecasted profit and loss analysis etc. You state your needed resources and how much time it'll take to keep the project up and running as well as how much the return of investment will be.
  • In technologies like displays, modems etc - there are ample amount of players in the game that do these as their core business. Apple is developing these so they can invest now and reap the benefits later where every component would be returning better margins (profit) for every product sold. (Apple's average margin is around 70% which is unheard of in tech industry)
  • So Apple is reassessing the developments, the delays and challenges in each project and deciding to kill some because they now KNOW (not believe) that continued efforts will either not come to fruition or would be much more expensive than they thought.
  • So all these cancellations are just refocusing resources where it would benefit the most to the company. Apple may think of redeveloping MicroLED displays in the future when the science is better positioned for commercialisation.
Cook can ben interpreted as uninfluential.

But he's a master of operations and he knows a thing or two when running the company (commercially)
It’s bad news because it means we won’t get micro-LED anytime soon (like this decade).
 
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The only thing Apple didn‘t cancel was the AVP. Tims last hope and he forced everyone to release it before it is ready to market.
Apple is done as long as it is led by people like Tim or Phil.
As much as I hate to say it, I think you're right. Also, agree with MDN's take on this;

"There are a lot of people inside and outside of Apple who think the company should have waited on the Vision Pro, but it’s fairly easy today to see why Tim Cook released this beta (alpha?) devkit: He likely knew last year, or had a strong inkling, that Project Titan was a goner and there wasn’t much excitement in Apple’s pipeline. He’d need something to point to as “innovation” while he continued on his seemingly unending quest to iterate and monetize products invented by Steve Jobs’ Apple (a very different place) while continuing Apple’s retail store buildout. He also needed something to energize developers and, who knows, they might come up with a killer visionOS app while Apple toils on the long road to real lightweight spatial computing glasses and beyond.

More importantly, Apple last year had already come to the sad realization that they’d missed the generative artificial intelligence revolution and would need a distraction while they feverishly scrambled to catch up (the fruits of which — alongside what sound like disappointing partnerships which hopefully, somehow, preserve user privacy — we’ll hopefully begin to see at WWDC this June).

You have to feel for Cook. After a decade plus of being able to iterate and monetize Jobs’ inspired products and services and continue adding retail stores around the world to spectacular effect, and being lauded for it, he now finds himself in a place that requires actual vision to be able to see which path to take. And he’s not the guy. Even the guy who put him in the position knew it.

Tim’s not a product person, per se. – Steve Jobs

Beyond the fact that Cook can’t even execute a compelling live keynote address, his big send off, the “Apple Car,” fizzled in ignominious failure. So, despite myriad misgivings and protestations inside Apple, Cook pulled the trigger early on the Vision Pro. He had to have something to point to that would buy him some time. Even Apple’s rubber-stamping board of lackeys would be asking questions otherwise."

 
A 110” MicroLED tv, the smallest currently, costs $150,000 at a 4K resolution. Why is it any surprise that a 1.9” screen is out of reach currently? They’re in too soon if they need immediate results. And the best they can hope for right now are some patents that might make licensing fees when these are economical a push so they only have the cost of the unit when deploying them.
 
What’s up with Apple lately?
Apple ends Apple Car R&D, Apple ends 5G Modem R&D and now this? Not cutting edge anymore?
This is what happens when you make a bean counter operations guy as CEO. Jobs' products pipeline is almost used up at this point..after 10 years of iterations. Whatever "cutting edge" new tech that was created under Tim Cook are basically all billions of dollars disasters. The only product release under him that moved the needle for apple was the apple silicon m series chips, and that's largely due to the chip design team.

There is no vision, no care in the world for the products, nor improving usability. It's all about price tiers and maximum $ extraction. The simple fact they keep 5 different iPhones (not just config variations) around to try hit every pricing tier speaks to who is in charge. Steve would killed at minimum 2 lower tiers that are only ~$100 cheaper to force the users getting a better phone/experience.

AI is another disaster, apple has no vision and no clue how to execute AI into a refined product under Cook. All they are doing is panic buying small companies and leveraging openai/google to jam in some AI features. Siri remains a total disaster after 10 years with minimum improvements.

That's the one mistake Jobs made, he chose an operation suit to run the company over a product guy ceo.
 
If Apple leadership always thought like that, there would be no Apple Silicon or H1 / H2 chip or FaceID / TouchID

But Apple does not manufacture their SoCs and SiPs. They design them in partnership with TSMC, which does the actual manufacturing. Nor do they manufacture the FaceID nor TouchID modules, which are manufactured by suppliers using designs by Apple.

And so it will (now) be with MicroLED displays. Apple will not manufacture them, but they will have direct input on the specifications and quality requirements (just as they do now with OLED and LCD panels they purchase from suppliers who manufacture them).
 
This is what happens when you make a bean counter operations guy as CEO. That's the one mistake Jobs made, he chose an operation suit to run the company over a product guy ceo.

Considering the "product guys" almost ran Apple into the ground between the time Steve was ousted and the time they bought him back, can you really blame him? At least the "operations guy" made the company effectively "too big to fail".
 
I've been a holdout for the Watch X/10, whatever it may be. Hopefully they do something compelling.

6 through 9 have been much of the same, and now they can't even include their oxygen sensor.

New screen tech was supposed to be a flagship feature upgrade, no?
 
OLED has burn-in issues that drives the need to move away from it for the Watch, but it is the so-called major upgrade for the next round of iPad Pros - make of it what you will.
 
I’m thinking Tim Cook’s days might be numbered…

Massively missed the AI boat
Cancelled car project
Alpha Vision Pro DoA
Cancelled microLED
Lackluster M2 chip
EU and US legal issues
China sales troubles with iPhone
Watch 9 patent loss and ban
Flattening growth
Constant software bugs and feature delays

I’m sure there is more. But it’s really starting to pile up.
 
I’m thinking Tim Cook’s days might be numbered…

Massively missed the AI boat
Cancelled car project
Alpha Vision Pro DoA
Cancelled microLED
Lackluster M2 chip
EU and US legal issues
China sales troubles with iPhone
Watch 9 patent loss and ban
Flattening growth
Constant software bugs and feature delays

I’m sure there is more. But it’s really starting to pile up.

Sign me up

We need a culture change at Apple

The bean counter schtick has run its course
 
Considering the "product guys" almost ran Apple into the ground between the time Steve was ousted and the time they bought him back, can you really blame him? At least the "operations guy" made the company effectively "too big to fail".
When Steve came back, one of the first things he did from an organizational perspective, was give Jony Ive and the Industrial Design team the most operational power after him. He essentially made Apple into a design-driven company. Under Cook's leadership, that has been undone. The majority of the original design that were there under Steve Jobs and Jony Ive have now left and the current design team now reports to Jeff Williams, an operations expert.
 
I’m all for nice screens in my Apple products, but honestly the OLED on the Apple Watch is already good enough for that product category. I’m not watching movies on my watch.
I agree with you but that last part? OLED is the best way to watch movies lol. I could never go back to a normal LED or MiniLED tv lol.

MicroLED won't be any better looking than OLED. MicroLED is just for the people who still think burn in is a major issue.
 
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