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Apple Looking to Save Space in Future iPhones With Thinner Circuit Boards

HobeSoundDarryl said:
If it brings some tangible value improvement to consumers- like more battery- great. But why do I suspect that we will eventually learn that this chip costs less to make/use but doesn't translate to lower pricing? In other words, I wonder if this just another round of even more margin expansion: shareholders delight... but let consumers eat cake.
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My Dad was a sailor and always taught me their rhyming motto: "Phone board more light, shareholders' delight; shareholders warming? Consumers take warning."
 
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How would a thinner logic board allow for more components? It's presumably going to have the same surface area and be what - 1mm thinner? Best of luck in fitting in more components there...
 
HobeSoundDarryl said:
Great. So from that same, grown-up, "on the ground" perspective, you see price decreases coming through too. When do those pass through to consumers? Because Apple margin only goes UP. To argue that that makes sense implies Apple is bad at negotiating for better pricing from supply chain suppliers. I suspect we ALL know that is not the case. In fact, that's part of what is making margin go UP.
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If labor would stop asking higher wages then perhaps cost would stabalize and stagnate?
 
sack_peak said:
If labor would stop asking higher wages then perhaps cost would stabalize and stagnate?
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So since YOU are the supply chain labor asking for higher wages, YOU are the problem??? ;)

And if Apple is paying up to the labor demands without pricing ramping up accordingly, margin would be going down. That's NOT what's happening to margin. Instead it rises.
 
Is this already used in the Apple Watches? If not then there, especially the non-Ultra models, is where it could really pay dividends. If it's not already in use then I really hope that this rumour turns out to be true both for iPhone and Apple Watch.
 
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tyr2 said:
If the regular Pro grows to 6.3 inches, that clearly leaves plenty of space for a Pro Mini to fit into the lineup!
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When I was reading this part way through the sentence I thought you were about to say "that clearly leaves plenty of space for the iPhone Mini to fit inside the iPhone Pro! I think I need to give my head a bit of a wobble.
 
HobeSoundDarryl said:
Where does oil go in iDevices? All these years, I've never added a drop to any.
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Any plastic the phone has, inside or out, is made from petroleum. Rubber, cables..melting glass and metal, all fossil fuels...Transport, resource extraction, heating buildings that people work in, melting silicon wafers.
 
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sack_peak said:
2nm & 3nm waffers aint cheap.

Oil is approaching $100 a barrel.

A bit of googling will show you prices are going up for other components.
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i dont care about google...you said you work in supply chain so YOU have to give us inside info. Again a person who send us a google article while his statement is that he is working in supply chain...leaves a lot of doubts. Again 5G when it was a big thing also was "pricier" and all the companies BUT apple increased their 5g models by around $100. When you are Apple and you produce in mass, you get a lot of discounts, inflation is already paid starting with this year. Again what parts
And that story is for years to come...again, in that process and with Apple a lot will get cheaper by then
 
klasma said:
That doesn't change the ratio relative to the total cost of an iPhone.
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I am pointing out wht the logicboard would be thinner to save on materials cost and logistics cost.

Like say if you live in a country where theft of diesel from transportation is a major deal. You'd start exploring EV transportation so those stealing couldn't siphon electricty into bottles of 1 US gallon plastic bottles of Coke to sell on the street.
 
Sorinut said:
Any plastic the phone has, inside or out, is made from petroleum. Rubber, cables..melting glass and metal, all fossil fuels...Transport, resource extraction, heating buildings that people work in, melting silicon wafers.
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  • OP first implied inflation as if all iPhone parts only go up in cost but none go down. Challenged.
  • Then OP implies it is $15/hr "luxe wages" where iPhone is not made. Challenged.
  • Then OP implies oil at $100/barrel is the cause of higher iPhone pricing. Challenged.
If all these costs are only going up for Apple but Apple is not charging much more (or no more in some countries), how is margin widening at the same time? The margin expansion shows that so much of this "inflation" rationale is nonsense, else they would be feeling the pain of it too. We all know Apple is GREAT at negotiating costs DOWN. We just don't seem to see much of that savings passing through in pricing.

Is this new chip material really about creating more room inside... so Apple could add something tangibly beneficial for buyers like more battery or similar? Or is this even more cost-cutting to fatten that margin even more? One view could be PR spin to help sell the change... as was implied in the argument to replace Intel with Silicon: "by switching to Silicon, Apple will not have to pay the hefty Intel chip premium, which could mean cheaper Macs." Where are those cheaper Macs?

I think any such change is great if it benefits Apple product buyers. However, if it's only more margin expansion, shareholders rejoice but consumers are seeing even less (consumer) ROI because dollars are buying even LESS of the actual thing so more of each dollar can get dumped into the overflowing vaults.

No blame for a for-profit company doing what they are supposed to do: maximize profits. However, as a consumer, I'd like more tangible value for dollars spent. An older incarnation of Apple was perhaps just as profit maximization motivated as now... but better at making me believe value for each dollar spent was going up, up, up... not sideways or even down in some cases.
 
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HobeSoundDarryl said:
Great. So from that same, grown-up, "on the ground" perspective, you see price decreases coming through too. When do those pass through to consumers? Because Apple margin only goes UP. To argue that that makes sense implies Apple is bad at negotiating for better pricing from supply chain suppliers. I suspect we ALL know that is not the case. In fact, that's part of what is making margin go UP.
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These products are not sold on a cost+ basis.
 
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