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    Glenn7
    Why premium smartphones are so expensive?
    • Following is result of small talks with industry insiders.

      All of the leaders of smartphones market like Apple, Samsung, Huawei are rising prices for their top offerings. For some models profits already broke 400% barrier (do not look at fake cost to production lists as they have no meaning). But it is only few models and such profit margins become real only after certain volume.

      Reason of such price hike is not new screens or even not extra cameras - main reason is that buyers of such smartphones finance a lot of semiconductors industry expenses. From newest processes around 70% is paid for by top and middle lines smartphone buyers and remaining 30% mostly financed by datacenters and high performance computing centers.

      Biggest danger now is smartphones market saturation, inability to hike prices even more and issues in semiconductors industry where progress costs rise exponentially still.

      Insiders tell that we can expect dramatic events unwind in 2019 already and certainly in 2020 and 2021. Whole industry will be shaken and it is not much they can do as we have mostly monopolies with not much mergers potential.

      Thing happening at NAND and especially DRAM market can be required moves for redistribution of profits.

      Main goal remains to keep two companies to be able to reach real 7nm. Despite for now no one of them can do even real 10nm (marketed TSMC 7nm is worse than Intel 10nm).

      Main candidate for next big fall now is Samsung who is most affected by smartphones financing of their own semiconductor division.

    1 comment 2 comments Vitaliy_KiselevMarch 11Last reply - March 12 by Glenn7 Subscribe to this blog
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    Vitaliy_Kiselev
    Capitalism: How subscription works
    • Last July, AT&T increased the cost of its live TV streaming bundles by $5 per month. And beginning in April, AT&T will add another $10 per month. That means the cost of a monthly subscription has gone up more than 40 percent in less than one year.

      When DirecTV Now launched in 2016, it offered more than 100 live streaming channels for $35 per month. When these new changes go into effect, the company will offer DirecTV Now Plus at $50 per month for 40-plus channels and DirectTV Now Max at $70 per month for 50-plus channels. So not only will you be paying more, you'll be getting less.

      You'll see exact same story repeat with Adobe and all else. And they won't stop.

    11 comments 12 comments Vitaliy_KiselevMarch 11Last reply - March 15 by Vitaliy_Kiselev Subscribe to this blog
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    Vitaliy_Kiselev
    Capitalism: Poor economics of shared scooters
    • image

      In October, The Information reported that Bird was spending $551 per scooter with a goal of reducing that cost to $360. At the time, I said that meant Bird needed five rides a day on a $551 scooter for 5.25 months just to recoup the initial cost.

      The picture painted by the Louisville data is even worse. Transit enthusiast Nathan Stevens also analyzed the Louisville data for Aug. 9 through Nov. 30, and I'm going to pull in some of what he found to back out scooter economics in Louisville:

      Utilization

      • 663 scooters in circulation
      • The average trip was 1.63 miles
      • The average trip lasted 18 minutes
      • The average scooter did 3.49 rides per day

      Revenue

      • Both Bird and Lime charge $1 to unlock a scooter and $0.15 per minute
      • At 18 minutes, the average trip generated $3.70 in revenue (note that this, based on three months of data in Louisville is nearly identical to the $3.65 in revenue per ride Bird reportedly told investors it was averaging as of June)
      • At 3.49 rides per day, the average scooter generated $12.91 in revenue per day

      General costs, based on reporting by The Information

      • Bird spent $1.72 per ride on charging costs
      • It spent another $0.51 per ride, on average, on repairs
      • Credit card fees cost $0.41 per ride
      • Customer support adds $0.06 per ride
      • Insurance is $0.05 per ride

      Louisville-specific costs, from dockless vehicle policy (pdf)

      • $2,000 for a probationary license (required for the first six months of operation)
      • Additional $1,000 to receive full operating license
      • Annual $50 fee per dockless vehicle
      • Daily $1 fee per dockless vehicle
      • $100 fee per designated group parking area

      Louisville daily scooter economics

      • A scooter generates $3.70 in revenue per ride
      • Deducting per-ride costs of charging, repairs, credit card fees, customer support, and insurance, leaves $0.95 per ride
      • Multiplied by 3.49 rides per day is $3.32 in net revenue per scooter per day
      • Minus the $1 daily fee leaves $2.32

      Our scooter company walks away with $2.32 in revenue per day from the average scooter in Louisville. As we said at the beginning, Louisville data indicates that the average scooter was around for between 28 and 32 days. That means the typical scooter generated something like $65 to $75 in revenue for the company after most operating costs over its lifetime.

      https://oversharing.substack.com/p/shared-scooters-dont-last-long

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    Vitaliy_Kiselev
    Good quote: On how progress looks in capitalism
    • The best minds of my generation are thinking about how to make people click ads. That sucks.

      Jeff Hammerbacher

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    Vitaliy_Kiselev
    Loads of bullshit companies want you to believe in
    • Almost none of the points are right.

      • It had been nice phones with good water sealing and removable batteries.
      • It is much cheaper and lighter to make plastic back cover compared to fashion glass and such shite.
      • No one want even more thinner phones, companies - engrave this knowledge on your ass to watch each day in the mirror
      • Battery casing adds 1mm to both sides tops.

      So, actually it is just cheaper to make, aka more profits and even more profits in service.

      Any company that makes any device with non removable batteries must be subject to 100% tax, and after this let them compete.

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    Vitaliy_Kiselev
    Paradoxical personal observation
    • All people I know who furiously are for free market and extreme competition work in relatively big companies on stable job with good social package.

      On the contrary, all most proponent haters of free market are small sellers, small entrepreneurs, contractors and freelancers.
      They must have feel all the benefits, but most probably all of them are blind or defective. :-)

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