But with that logic Earth should also be a tech company, b/c it's ever evolving and the species on it are incredibly complex. Plus those everyday low prices.
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Apple, Google, Amazon Enter Race to Buy Toshiba NAND Flash Unit
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http://bgr.com/2015/07/11/mac-vs-pc-sales-2015/
Doesn't look like Mac sales are suffering at all. I haven't seen any specific "loyalist" data.
I am not doubting that they need to sell it, I'm just doubting that Apple, Amazon and Google are all bidding on the fab business.
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Yep, typical case of relying on one's sentiments instead of facts.
Please explain.
And I'm sorry, but do I know you or is it the anonymity of Internet forums that makes you think that's how you're supposed to carry on a conversation?
EDIT: sorry, manu, for misunderstanding your reply! (see below)
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I was backing you up. I upvoted your post. The 'yep' wasn't meant to be sarcastic. I was referring to bladerunner's statement which seemed to be fuelled by sentiment and not based on (the) facts (you provided).
Good lord, I apologize! I totally misinterpreted you, probably because so many folks around here are so uncivil. Thanks for not biting my head off. I've edited my post, and I'm off to eat a slice of humble pie for dessert
Really? 120 exabytes of nand was produced in 2016.
Where did Apple used 30 exabytes of nand?
500 million 64GB iphones?
He's about right.
Don't forget about iPads, iPods and some in Apple Watches. Plus about 40% of their NAND consumption goes into other devices like laptops, whose growth is growing against a market retreat.
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Yet there is no reason for them to drop.Did I read that correctly that Toshiba was already offered about $18 Billion for this NAND memory unit...as in $18 Billion with a "B"??? (Damn.)
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Yet product retail prices would continue to climb.
There is no risk. Apple stands to gain more than most in buying Toshiba. If they win then great. If they lose but drive up the bidding for others, that is also a good thing for them. This is no different than lobbying for a law that would hurt your competitors bottom line or partnering with a supplier to squeeze out the competition. All companies play these "games" and they don't snicker, they pay analysts and accountants a lot to pull it all off.
Well, that forecast is 6 years old!
I guess Trendforce will let media to report about their reports only once in a year, so the trusted data is old, but:
A bit less than 40% of nand goes to phones.
40% of nand goes to ssd's (=computers/servers & storage clusters).
A bit over 20% goes to other devices like tablets and the rest.
Whole production 120 exabytes in 2016.
Iphones have about 20% of global unit sales of smartphones. Lets say it uses 30% of nand in smartphones. That's 14 exabytes. Apple sold 18 million macs in 2016. Lets say they have average of 256GB ssd. That's about 4 exabytes.
Apple sold 42M ipads in 2016. If average memory was 64GB, that would make less than 3 exabytes.
All in all Apple share would be 21/120 ≈ 17%.
A lot, but not 1/4, more like 1/6.
Oh, forgot the watch 14M * 8GB = 0.11 exabytes...
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That's a lot of assumptions and rounding, but his 25% and your 17% are almost the same if you build in a reasonable 3% margin of error.
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To clarify what I said, *if* Apple didn't want to own NAND fab, they wouldn't place a multi-billion dollar bid for the *sole purpose* of trying to hurt another company by a few billion dollars. (Nor would another company buy Toshiba's NAND fab at any price unless they thought it was a good investment).
Yes, I'm amazed. 6 year old prediction is quite accurate.
I thought Apple's usage would be smaller. Balance between iphone and the rest of Apple's products is quite telling...
At the same time ssd's nand usage is getting bigger share in overall nand usage.
Truth.
This is really Tim Cook's achievement/legacy. While under Jobs he was the supply chain genius who recognized early that Apple wouldn't be able to dominate a market without securing an open faucet on components, especially flash. It's pretty wild to realize that a single company can consume in the neighborhood of a fifth of the worlds supply of computer memory.
Another legacy is what did not happen. They have the muscle to bring macOS to the mainstream. They chose not to do that, since iOS pays better. Greed.
I disagree. They can't muscle OS penetration, and their market share isn't Tim Cook's legacy at all. From the first Mac, Apple's philosophy has been that the best (and safest) user experience is with integration of hardware and software. Both macOS and iOS have equilibrated around 10% of the market, and that's no coincidence. I believe that's a function of Apple's hardware-software integration (anyone and their mother can make a computer/smartphone and license Windows/Android for it) and of their closed ecosystem. It isn't greed.