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    Vitaliy_Kiselev
    Capitalism: Check how much Apple is ripping you, Part 2
    • Let's focus on three components.

      Batteries

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      DDR4 RAM

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      you can see cartel agreement results in longer chart

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      For example, Samsung used huge money they got during peaks to finance NAND and DRAM new equipment that Apple orders required.

      For NAND same cartel also financed lot of Apple needs (but spent 90% of money on luxury things themselfs, of course)

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      I won't add here changes in CPU contract prices, as 4 core i7 Intel CPU now cost Apple around 30-50% of it's cost only 2 years ago.

      Yet somehow you almost can't see any of this trends in Apple devices prices (or options prices). And note Apple do not get their parts at average market prices, as usually Apple gets one of the biggest discounts in the industry, both for components and even for boards production.

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    Vitaliy_Kiselev
    Top IC Design Companies
    • image

      From this companies Realtek is the most interesting, as it is for long part of Taiwanese motherboard manufacturers cartel.

      Being almost 95% monopoly in embedded sound cards market, it now becomes also supplier of cheap 2.5-5Gbit ICs.

      They are also strong in Tvs and Wi-Fi market, using same strategy of extremely tight integration with manufacturers and low initial margins.

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    Vitaliy_Kiselev
    MAGA: US workers and low wages
    • As globalization and automation reshape the labor market, workers today must navigate a changing economic landscape...Low-wage workers risk becoming collateral damage, struggling to find their footing in the labor market and an educational system riddled with inequities.

      The largest metropolitan areas have the highest numbers of low-wage workers: 3.5 million in the New York City area, 2.7 million in the Los Angeles region, 1.6 million in Chicago, and about 1.2 million each in Dallas, Miami, and Houston. In less populous areas, low-wage workers make up a larger percentage of the workforce, particularly in the southern and western US. Areas with some of the highest concentrations of low-wage workers are located near the US southern borders and coastlines.

      Fifty-seven percent of low-wage workers work full time, year-round. Fourteen percent have a bachelor’s degree, while 49 percent have a high school diploma or less. The remaining 37 percent have attained up to an associate degree or some college education with no degree or are not in school with no degree. About half are estimated to be the primary income earner and 40 percent are raising children.

      30 percent of the low-wage workers live below 150 percent of the federal poverty line, or $36,000 per year for a family of four. Twenty-six percent receive safety net assistance such as food stamps, welfare benefits, federal housing assistance, and other programs, which have been cut back throughout the years by successive Democratic and Republican administrations.

      A large number, 47 percent of the total, fall into 10 occupation groups: retail sales workers, cooks and food preparation workers, building cleaning workers, food and beverage serving workers, and personal care and service workers (such as child care workers and healthcare assistants).

      The United States has the highest level of income inequality of any advanced country in the world. With inflation taken into account, real wages for the working class in the US remain below pre-recession levels. Furthermore, while worker productivity sharply increased, total income for working class families has been falling since 1979 as corporate profits have inversely shot up.

      The richest one percent of men live 14 years longer than the poorest one percent, and the richest one percent of women 10 years longer than the poorest.

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    Vitaliy_Kiselev
    Apple and wireless charging, or that lack of foldable screens can do
    • Apple plans to launch a high-end iPhone without a Lightning connector in the second half of 2021, according to a new prediction from analyst Ming-Chi Kuo. The device will supposedly offer a "completely wireless experience," suggesting that Apple is not switching to USB-C, but rather dropping the port entirely.

      Apple will create more differentiation between the highest-end and high- end models. It will benefit the shipment of the highest-end model and iPhone ASP. Among new 2H21 iPhone models, we expect that the highest-end model would cancel the [Lightning] port and provide the completely wireless experience.

      Why Apple is doing this? This still lack any supplier or designs of foldable phones.

      But main reason here is - increase profits. As using wireless charging always means much more energy losses and all of them happen directly near battery, hence much higher temperature during charging. It is expected that battery degradation speed will be 1.5-2x compared to present iPhones.

    2 comments 3 comments Vitaliy_KiselevDecember 6Last reply - December 6 by Vitaliy_Kiselev Subscribe to this blog
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    Vitaliy_Kiselev
    Xiaomi forced Panasonic to build new factory in China
    • Panasonic sells around $1.84 billion worth of home appliances in China annually. It makes kitchen appliances at plants in Shanghai, Hangzhou and Amoy, selling them at large retailers and online. But competition is intensifying from companies such as Xiaomi, a big Chinese smartphone maker, which is strengthening its lineup of attractively designed, affordably priced home appliances.

      New 4.5 billion yen ($41 million) plant will make kitchen appliances such as microwave ovens and rice cookers, and is scheduled to begin production in 2021. Panasonic decided to build the new factory in Jiaxing, Zhejiang Province, anticipating medium- to long-term growth in China.

      In reality Panasonic wants to cut some of production outside China, as they are also worried with slowly deteriorating China-Japan and Korea-Japan relations.

      It is expected that Xiaomi will start to eat Panasonic pie in 2020.

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    jonpais
    MAGA: It's a SNAP
    • Using the Urban Institute’s Analysis of Transfers, Taxes, and Income Security microsimulation model, we estimate how eligibility and benefits would have been affected if the USDA had implemented the changes in 2018. This analysis complements previous USDA and Mathematica analyses of the effects of individual proposed changes.

      If the proposed regulations had been implemented last year, 3.7 million fewer people and 2.1 million fewer households3 would have received SNAP in an average month; annual benefits would have decreased by $4.2 billion. An estimated 2.2 million participating households would no longer be eligible for SNAP and would lose an average of $127 in monthly benefits; 3.1 million others would receive an average of $37 less in benefits a month.

      To be short - idea is to increase forced unemployment to lower rates and find workers for bad jobs.

      https://www.urban.org/sites/default/files/publication/101368/estimated_effect_of_recent_proposed_changes_to_snap_regulations.pdf

    1 comment 2 comments Vitaliy_KiselevDecember 5Last reply - December 6 by jonpais Subscribe to this blog
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    Vitaliy_Kiselev
    More reasons of Sony-Samsung cartel
    • Manufacturing process technology is similar to DRAM, so CIS expansion is usually done in Samsung by using old used DRAM equipment

      This is main Sony reason of joining cartel, as Japanese silicone capabilities are quickly deteriorating and Samsung is huge DRAM manufacturer thst can make sensors very cheap due to saving on equipment (and Sony can't).

      Samsung CIS production capacity is now close to Sony and will soon significantly surpass Sony.

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      Sony perfectly know huge dangers of much bigger company who has source of almost free equipment.

      • Samsung's Non-Memory Division revenue breakdown by product: Foundry 41%, CIS 19%, DDI 15%, AP 23%
      • Cumulative growth since 2010: Foundry + 1,053%, CIS +457%, DDI 60%, AP +229%

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      • Cumulative growth forecast for 2018-2021: Foundry +63%, CIS +87%, DDI -3%, AP +14%

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      Via http://www.paxnet.co.kr/WWW/data/researchCenter/attach/20190522132833147.pdf

    1 comment 2 comments Vitaliy_KiselevDecember 5Last reply - December 8 by Vitaliy_Kiselev Subscribe to this blog
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