• Re: Mark Gurman on Apple's integrated 5G modem chip designs

    From sms@21:1/5 to Bill Powell on Sat Aug 24 11:07:19 2024
    On 8/22/2024 8:18 AM, Bill Powell wrote:
    On Thu, 22 Aug 2024 06:40:35 -0700, sms wrote:

    Google would not pay someone money to make a competitor look bad.

    Google worked with creators to promote its new Pixel 9 smartphones. The problem was, Google told the influencers they weren't allowed to favor
    any other brands' devices.

    https://www.inc.com/kit-eaton/google-admits-misstep-over-pressure-on-team-pixel-influencers.html

    Recently, one product I like was mentioned by an "influencer" as about
    to be discontinued. It wasn't being discontinued, but then I realized
    that I might have a second career as an influencer where I can make lots
    of money by telling people about products and services that I know a lot
    about.

    So if anyone needs influencing done, please contact me. 50% off normal
    rates for r.b.t. posters.

    These are my specialties:
    • Beer
    • BESS (Battery Electric Storage Systems)
    • Bicycles
    • Coffee
    • Embedded Systems
    • IOT
    • Mobile Phones
    • Pools

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  • From Andrew@21:1/5 to All on Mon Aug 19 02:14:45 2024
    https://www.bloomberg.com/news/newsletters/2024-08-18/why-is-apple-building-own-modem-company-plays-long-game-in-dropping-qualcomm-lzzk8616

    In keeping with the common knowledge Apple is five to ten years behind the competition in iPhone design, Mark Gurman is in the news today on Apple's
    4G modem project (which was announced in 2018 but which started years
    earlier at Intel, which Apple partly funded and then purchased outright).

    https://www.benzinga.com/news/24/08/40432158/why-apple-is-plowing-billions-of-dollars-into-a-project-that-wont-have-a-payoff-near-term-gurman-wei
    "Apple decided to take up modem chip manufacturing in 2018 when it faced
    a legal battle with Qualcomm over royalties and patents. The two parties reached a settlement a year later, agreeing to dismiss all litigation
    between the two companies worldwide.

    Apple agreed to make a payment to Qualcomm and the two also signed a
    six-year license agreement, effective as of April 1, 2019, including a
    two-year option to extend, and a multiyear chipset supply agreement.

    Apple Persists: Despite the pushbacks, Apple is pushing ahead, said Gurman, adding that the company has earmarked "billions of dollars, thousands of engineers and millions of working hours to a project that won't really
    improve its devices - at least at the outset."

    Some Apple insiders are resigned to the fact that customers don't care
    about whether the modem used in their phones are made in-house or
    outsourced. Taking modem manufacturing in-house could help make the
    marketing pitch that most important iPhone components are made in-house but user experience won't noticeably change, said Gurman."

    https://www.phonearena.com/news/apple-spending-billions-probably-wont-improve-devices_id161520

    'Current Apple devices use modems supplied by Qualcomm, a practice that
    Apple has been wanting to move away from since 2018. However, the company
    has been unable to produce a satisfactory unit since starting development
    six years ago: often running into problems with performance and heating.

    Gurman argues that one reason for Apple wanting its own modems is so that
    the company can market its devices as having in-house components. Another reason may be that Apple reportedly plans to develop a unified chip that handles all wireless functions including WiFi and Bluetooth.

    If I had to guess, I'd say it was just because Apple feels that it pays Qualcomm too much. The marketing gimmicks and unified chips may follow. But
    the reason Apple is working so hard for an in-house modem today is so it doesn't owe Qualcomm anything tomorrow. Something which, as Gurman points
    out, is unlikely to happen because Qualcomm holds too many patents."

    https://www.bloomberg.com/news/newsletters/2024-08-18/why-is-apple-building-own-modem-company-plays-long-game-in-dropping-qualcomm-lzzk8616
    https://www.patentlyapple.com/2024/08/apples-upcoming-5g-modem-will-take-years-before-its-devices-will-provide-potential-advantages.html

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  • From Andrew@21:1/5 to badgolferman on Mon Aug 19 05:02:29 2024
    badgolferman wrote on Mon, 19 Aug 2024 02:48:40 -0000 (UTC) :

    If I'm paying $1000+ for a premium phone, I want the 'best' components in
    it. I don't care who made them, just that the components are reliable and work well.

    Understood. Agreed.
    The article said that most Apple owners say exactly what you did.

    So you have to ask why is Apple still trying to catch up to Qualcomm when Qualcomm has a decade or more on Apple in terms of fast-moving technology.

    The answer to that important question, according to Mark Gurman, is
    something we've discussed with respect to CPUs, where Gurman stated that
    it's a MARKETING gimmick for Apple to claim they made their own 5G modem.

    Never ever tell me that Apple isn't a marketing genius, as you may as well
    tell me Budweiser, Marlboro and Coke aren't companies of Marketing genius.

    Apple's IC design teams are inept - but Apple still pours money into them purely because of the marketing appeal of being able to say its your chip.

    Given those are the facts, who am I to question Apple's marketing genius.

    Apple is one of the most successful companies in the world, even as they're
    5 to 10 years behind the competition in almost every technical category.

    Making their own 5G modem is all marketing.
    Apple has always been brilliant in marketing.

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  • From Andrew@21:1/5 to badgolferman on Mon Aug 19 16:12:12 2024
    badgolferman wrote on Mon, 19 Aug 2024 10:08:20 -0000 (UTC) :

    Making their own 5G modem is all marketing.
    Apple has always been brilliant in marketing.


    Well, they're spending billions of dollars on R&D...

    If you're joking, I certainly get the humor of that lucid statement, as I
    own reasonable adult cognitive skills; but if you're actually not joking...

    Nobody doubts that Apple spends money on R&D, so let's be clear about this,
    as we all need to be able to pass a basic college entrance exam for math.

    Nobody ever said Apple doesn't spend billions on R&D.
    Just like nobody ever said Apple doesn't spend billions on Marketing.

    What is well known fact is that for its size, nobody spends less than Apple
    on R&D, and much worse, even if you ignore size, some smartphone companies spend *more* in total dollars than Apple spends in total dollars on R&D.

    That fact remains a hard fact whether or not people understand that fact.

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  • From Alan@21:1/5 to badgolferman on Tue Aug 20 10:39:59 2024
    On 2024-08-19 03:08, badgolferman wrote:
    Andrew <andrew@spam.net> wrote:
    badgolferman wrote on Mon, 19 Aug 2024 02:48:40 -0000 (UTC) :

    If I'm paying $1000+ for a premium phone, I want the 'best' components in >>> it. I don't care who made them, just that the components are reliable and >>> work well.

    Understood. Agreed.
    The article said that most Apple owners say exactly what you did.

    So you have to ask why is Apple still trying to catch up to Qualcomm when
    Qualcomm has a decade or more on Apple in terms of fast-moving technology. >>
    The answer to that important question, according to Mark Gurman, is
    something we've discussed with respect to CPUs, where Gurman stated that
    it's a MARKETING gimmick for Apple to claim they made their own 5G modem.

    Never ever tell me that Apple isn't a marketing genius, as you may as well >> tell me Budweiser, Marlboro and Coke aren't companies of Marketing genius. >>
    Apple's IC design teams are inept - but Apple still pours money into them
    purely because of the marketing appeal of being able to say its your chip. >>
    Given those are the facts, who am I to question Apple's marketing genius.

    Apple is one of the most successful companies in the world, even as they're >> 5 to 10 years behind the competition in almost every technical category.

    Making their own 5G modem is all marketing.
    Apple has always been brilliant in marketing.


    Well, they’re spending billions of dollars on R&D…


    Note the way Arlen will harp on "facts" that:

    1. Aren't true.

    2. Aren't relevant.

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  • From sms@21:1/5 to badgolferman on Wed Aug 21 19:50:23 2024
    On 8/18/2024 7:48 PM, badgolferman wrote:

    <snip>

    If I’m paying $1000+ for a premium phone, I want the “best” components in
    it. I don’t care who made them, just that the components are reliable and work well.

    It's not just the cost of buying modems from Qualcomm, since designing
    and building their own modems is costing them billions that they may
    never recover in savings.

    The bigger issue is being able to integrate a modem into their Bionic
    SOC. All the other SOC makers, Qualcomm, Samsung, Mediatek, and Huawei,
    have already integrated the modem, even on lower-end SOCs. This saves
    assembly cost and space on the board as well as increasing data transfer
    speeds between the modem and the processor.

    --
    “If you are not an expert on a subject, then your opinions about it
    really do matter less than the opinions of experts. It's not
    indoctrination nor elitism. It's just that you don't know as much as
    they do about the subject.”—Tin Foil Awards

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  • From Peter@21:1/5 to sms on Thu Aug 22 05:37:31 2024
    sms <scharf.steven@geemail.com> wrote:

    If I'm paying $1000+ for a premium phone, I want the 'best' components in
    it. I don't care who made them, just that the components are reliable and
    work well.

    It's not just the cost of buying modems from Qualcomm, since designing
    and building their own modems is costing them billions that they may
    never recover in savings.

    The bigger issue is being able to integrate a modem into their Bionic
    SOC. All the other SOC makers, Qualcomm, Samsung, Mediatek, and Huawei,
    have already integrated the modem, even on lower-end SOCs. This saves assembly cost and space on the board as well as increasing data transfer speeds between the modem and the processor.

    Do you think nospam would say that integrating a 5G modem onto the SOC is
    not needed and not wanted because Apple can't figure out how to do it?

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  • From sms@21:1/5 to badgolferman on Thu Aug 22 06:40:35 2024
    On 8/22/2024 2:30 AM, badgolferman wrote:

    <snip>

    That man sure left his mark. Here we are still talking about him years
    after his disappearance.

    He desperately wanted attention and he got it by pushing out lies and conspiracy theories. Much like "the orange one."

    It was highly unlikely that any company was paying him to do what he
    did. Apple would almost certainly have wished that he hadn't been doing
    what he did, and Google would not pay someone money to make a competitor
    look bad.

    At least he was not a convicted felon (well we don't know why he
    disappeared, and that might be a possible reason since I=internet access
    is not available in most prisons).

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  • From Bill Powell@21:1/5 to sms on Thu Aug 22 17:18:57 2024
    On Thu, 22 Aug 2024 06:40:35 -0700, sms wrote:

    Google would not pay someone money to make a competitor look bad.

    Google worked with creators to promote its new Pixel 9 smartphones.
    The problem was, Google told the influencers they weren't allowed
    to favor any other brands' devices.

    https://www.inc.com/kit-eaton/google-admits-misstep-over-pressure-on-team-pixel-influencers.html

    --- SoupGate-Win32 v1.05
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