Apple's Stock Hit 18-Month Low This Week Amid iPhone 14 Pro Supply Issues

[ilikewhey]

I think it's fun to consider after 15 years of the iPhone is something going to occur in 2023/2024 that supersedes it?

"Augmented reality will demand software that does more but also gets out of the way more" from WWDC 2022

HOW FAR IS AR FROM REPLACING SMARTPHONE?

An ideal AR glasses requires mature algorithms, interactive solutions, and excellent display effects. It also require elements suitable for consumers to wear, such as fashionable appearance. From this factor, AR glasses are still in the exploratory stage.

“We predict that consumer-grade AR will go through three stages: the early market (2022-2025), also known as the preparation period, the essence and core capability of this stage are hardware devices, which can replace some mobile phone scenarios; the mainstream market (2025 -2028), the performance of the hardware meets the requirements of the Killer App, revolutionary products appear, and enter the mass user; the ecological explosion stage (after 2028), this stage forms a barrier that constitutes a positive ecological cycle.” Li Hongwei said.

This means that we have at least six years to get a 100% working Augmented Reality technology. At the moment, the overall shipments of AR glasses are still small. In fact, there is no consumer-grade AR product at the moment.
===========
Jitesh Ubrani, research manager for IDC’s Mobile and Consumer Device Tracking, expects AR headsets to become mainstream in consumption as early as late 2024 or early 2025.

logical progression does lead to AR in the near future, however i don't think the tech is there to put this in normal glasses size frame yet, at least not having realistic battery life. when it does come out its probably gonna be bulky and protruding, i think having AR for motorcycle helmet would be wicked though.

 

[falainber]

Sure, but you're comparing two vastly unlike companies at two vastly different points in time. There isn't a logical analogy there.

Tesla does not even remotely compare to Apple as far as balance sheets, future growth potential, product quality, etc. It's still a relatively small auto manufacturer that was always overvalued on its premise as a 'tech' company. It wasn't even profitable until relatively recently.

Apple is feeling the effect of the broader market rout, and there is no better opportunity to keep adding to your portfolio than when great companies are affected by broader downtrends.

The two companies are indeed very different in terms of growth potential etc. In 2022, Tesla revenues grew by 50%. Apple revenues grew less than 10%. Does it mean AAPL will drop even more than TSLA did? We'll see.

 

[swester]

The two companies are indeed very different in terms of growth potential etc. In 2022, Tesla revenues grew by 50%. Apple revenues grew less than 10%. Does it mean AAPL will drop even more than TSLA did? We'll see.

If you had a dollar in your pocket and then found two quarters on the ground...your holdings surged 50%! It's funny how out-of-context percentages work when you're starting from almost nothing! 🤣

I can't wait to see Tesla's 'growth potential' now that it went having virtually no competition (and even with subsidies STILL took ages to turn a profit) to having virtually every other auto manufacturer producing electric vehicles in the next few years. It's going to be interesting, for sure.

 

[Realityck]

If you had a dollar in your pocket and then found two quarters on the ground...your holdings surged 50%! It's funny how out-of-context percentages work when you're starting from almost nothing! 🤣

I can't wait to see Tesla's 'growth potential' now that it went having virtually no competition (and even with subsidies STILL took ages to turn a profit) to having virtually every other auto manufacturer producing electric vehicles in the next few years. It's going to be interesting, for sure.

Add that the existing power grids are not capable of supporting a large increase in electric vehicles with a comparable increase in electricity generation and it becomes just a placeholder transportation solution to what would be more advantageous than electricity? I feel sorry for the industry. Population keeps growing, more electricity used. Solar roofs on so many homes doesn’t solve interstate transportation either. Does any automotive manufacturer recognize the obvious, need some other solution. Especially with droughts and blizzards lately.

The closest Apple is to the automotive industry is designing sub systems that are utilized in vehicles, without the risk of massive recalls effecting a company’s revenue. That’s more appealing to Apple stock holders in comparison never mind those high flying stocks of others.

 

[falainber]

If you had a dollar in your pocket and then found two quarters on the ground...your holdings surged 50%! It's funny how out-of-context percentages work when you're starting from almost nothing! 🤣

I can't wait to see Tesla's 'growth potential' now that it went having virtually no competition (and even with subsidies STILL took ages to turn a profit) to having virtually every other auto manufacturer producing electric vehicles in the next few years. It's going to be interesting, for sure.

Tesla revenues for last quarter were $21.5B. That's lower than Apple revenues ($90B) but not dramatically so. Besides,the higher the revenues, the more difficult it is to grow them.

 

[_Spinn_]

Ouch the supply crunch before Christmas and the currency price adjustments are hurting Apple.

 

[MacBH928]

infinite growth is impossible

 

[ArtOfWarfare]

I have to stop listening when I hear that a Windows 10 Dell and a RPi are mentioned as reliable. Clearly you have very low standards.

If my standards are low and Apple regularly fails to meet them, what's that say about Apple's quality these days?

I loved my 2007 iMac. I loved my iPhone 3Gs. Apple used to make amazing products.

Then Steve died and quality stopped mattering at Apple. Snow Leopard was a great foundation. But you can only heap so much garbage up before it comes down.

 

[I7guy]

If my standards are low and Apple regularly fails to meet them, what's that say about Apple's quality these days?

It says YMMV. Everybody has a different threshold and a different price/value ratio.

I loved my 2007 iMac. I loved my iPhone 3Gs. Apple used to make amazing products.

Then Steve died and quality stopped mattering at Apple. Snow Leopard was a great foundation. But you can only heap so much garbage up before it comes down.

 

[AF_APPLETALK]

If my standards are low and Apple regularly fails to meet them, what's that say about Apple's quality these days?

I loved my 2007 iMac. I loved my iPhone 3Gs. Apple used to make amazing products.

Then Steve died and quality stopped mattering at Apple. Snow Leopard was a great foundation. But you can only heap so much garbage up before it comes down.

I trust any intel iMac a lot less than I'd trust an M1 iMac, myself. So many scrambled GPUs, failed PSUs, overheating on those intel iMacs. I had to stop recommending them entirely.

On the other hand, the M1 machines, all models/product families seem to be holding up really well. We've had them in widespread daily use for over two years now and I don't think I have seen any major recalls or widespread problems like what we had during those (especially early) intel years.

All this to say, I'm not sure where you're observing a lack of quality in their contemporary stuff? It all seems better than even the G3/G4 days.

I really can't complain about MacOS either. Sure there's tons and tons of features they keep adding to it and a couple of their recent interface decisions are strange, but the core of what I do (both native and web development) it all seems very reliable.