Re: iPhone revenue fell for a second consecutive quarter (perhaps due to Apple's failed R&D efforts)

badgolferman wrote on Fri, 2 Aug 2024 17:46:48 -0000 (UTC) :

There's a reason Apple is always five to ten years behind in
technology.  Specifically, Apple's failed R&D effort in AI & in
integrated 5G modems.

 
What's to say they would be able to create those chips even if they
spent more money?  Look at one of the premiere chip makers in the world
Intel and what a hot mess they are now!

Hi badgolferman,

I never disagree with a sensible well-thought-out assessment of facts.

I've been to Intel in Chandler & Oregon many times when I worked in Silicon
Valley startups, and even today, some of my family works at Intel (or SK
Hynix - who bought the RAM business from Intel) so I know all about it.

Hence, you're correct to note Intel is cutting mostly marketing & R&D.

But to your point of "what's to say" Apple isn't incompetent anyway?
Without the fact that Apple spends the least in R&D than any company?

You have a point - but you have to understand HOW I wrote that topic up.

Most of my threads are dumbed down for the reason that very few of the
people on this newsgroup know ANYTHING about how Apple operates,
specifically, that Apple is essentially all marketing and no R&D.

The facts they complain about are still facts, which is that Apple R&D
spend (which is measured as a percentage of revenue) is the worst.

Having the absolute worst R&D metrics in the world has to have an effect.

Now, let's look at that effect, where just today, Intel announced a 15%
spending cut where - notice what they said about their R&D spending...
 "Intel specifically called out looming cuts to marketing and R&D,
  the latter being a concerning development for a company that's
  reliant on developing new tech, along with reductions in general
  and administrative staff."
<https://www.tomshardware.com/pc-components/cpus/intel-to-layoff-more-than-15-of-workforce-almost-20000-employees-encountered-meteor-lake-yield-issues-suspends-dividend>

The point is that for a high-tech company, both marketing & R&D are
important, but for Apple, R&D has *never* been anything like normal
outfits.

That's just a fact.
The zealots try every childish way they can to deflect from that fact.
But it's a fact.

It's also a fact Apple is two generations behind on AI, right?
And it's a fact Apple failed at GPU chips, right?
And it's a fact that Apple is years behind in integrated 5G tech, right?

Yet Apple has great unique colors!
Those are well researched fantastic bold new colors they have!
Emoji too! Woo hoo!

I'm always logical. Sensible. Reasonable. Fact based.
Apple is behind on many critically timely technologies, right? (See above.)
Why?

I didn't even discuss that the iPhone has the most zero-day holes and the
most exploits in smartphone history month after month, badgolferman, right?

Why do you think Apple's QA sucks, badgolferman?

Remember, even Craig Federighi's internal emails said that QA isn't doing
their job - where at least we now know why there are so many holes in iOS.

In summary, the fact remains that:
a. Apple spends the least in R&D of all companies in its category (by %).
b. Apple is many years behind on technology that appears to be important.
c. Apple's record on 0-day holes & exploits is the worst in the industry.

Those are facts.

The adult question is whether those facts are related to Apple's
well-documented atrociously low (by percentage of revenue) lack of R&D.

I think they are.