In 2012 Apple’s capital spending has reached the extraordinary level of $10 billion/yr, higher than all but the most capital-intensive semiconductor manufacturers. This is unusual for Apple as it was less than $1 billion in the year before the iPhone launched. It’s also unusual for Apple’s competitors in phones, PCs or tablets. It’s on a level matched only by semiconductor heavyweights. What is the purpose of this spending and what should we read into it leveling off at $10 billion for 2013?
To underline that again: Apple’s capital expenditure is massive. The next time that someone tells you that Apple isn’t spending enough, point them to this.
Ben Thompson on the Google we always wanted:
Android did its job: Google’s signals have unfettered access to users on every mobile platform. Microsoft is in no position to block them, and Apple, for all its bluster, isn’t interested.
Chrome is doing its job: Google’s signals sit on top of an increasing number of PCs, slowly making the underlying OS irrelevant.
Google+ is doing its job: Every Google service is now tied together by a single identity, and identity is the key to data collection on mobile.
This is the thing that people often don’t get: while Google and Apple appear to be competing with each other, because both companies sell a mobile platform, in fact they have entirely different aims and objectives. This means that it’s perfectly possible for both to “win” by their own criteria.
Apple wins by selling the best devices, ensuring no one can stop them delivering the best user experience and making a profit from them. Google wins by improving its advertising products and ensuring that no other company can lock it out, depriving it of potential audience.
This is why the occasional talk of Google pulling or handicapping its iOS products (see the comments here) is laughable. Google doesn’t care if you’re using an iPhone or an Android phone. It cares if you’re using Google services or not. And the best way to get iOS users to use more Google services is to produce better products for iOS, rather than expect them to buy a new mobile phone.
Jared Newman reviews the Hisense Sero LT 7in tablet, currently selling for $99 in Walmart:
But there’s one big caveat with the Sero 7 LT, not listed on Walmart’s product page: According to Engadget, TechRadar and others, this tablet will only last for about four hours on a charge. Most other tablets last at least twice as long. Even if you’re not planning on hours of consecutive use, a big battery allows you to keep your tablet lying around for days at a time, using it on and off throughout. With a four-hour battery, you’ll need to be extra mindful about plugging the tablet in when it’s not in use.
Also, keep in mind that while the Sero 7 LT’s microSD slot compensates somewhat for the measly 4 GB of built-in storage, it’s not a cure-all. Some Android apps and widgets can’t be installed to a microSD card, and juggling two sources of storage can be a hassle.
So in other words, it’s a tablet which has a battery which makes it certain not to last through the day, tiny amounts of storage, and a dual core processor which is likely to make it feel sluggish. It has no roadmap for future software upgrades. Essentially, it’s barely useable for the kinds of purposes that any family would want to use a tablet for.
Yes, it’s cheap, but in the way that 10p tins of beans used to be cheap: you’d open them up, and find a third of the can was thin watery sauce, with some tough, tasteless beans nestled at the bottom. You’d eat them, because they were the only thing you could afford: but if you could afford anything better you’d buy that instead.