By John Gruber
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Jason Snell, in a terrific column for Macworld:
This is one of those areas where Apple may be the victim of its own success. The iPhone is so popular a product that Apple can’t include any technology or source any part if it can’t be made more than 200 million times a year. If the supplier of a cutting-edge part Apple wants can only provide the company with 50 million per year, it simply can’t be used in the iPhone. Apple sells too many, too fast.
Contrast that to Apple’s competition. On the smaller end, former Android chief Andy Rubin announced the Essential phone, but even Rubin admitted that he’d only be able to sell in thousands, not millions. Same for the RED Hydrogen One — groundbreaking phone, hardly likely to sell in any volume. The Google Pixel looks like it’s in the one million range. Apple’s biggest competitor, Samsung, has to deal with a scale more similar to Apple’s — but it’s still only expected to sell 50 or 60 million units of the flagship Galaxy S8.
As one DF reader (thanks, SH) put it in an email a few weeks ago:
People commonly think that scale is an unambiguously good thing in production, but the tremendous scale at which Apple operates shows this not to be the case. Annual iPhone production is so large that Apple is likely experiencing diseconomies of scale, a phenomenon one doesn’t often hear about. What significant, break-through technology can a company practically introduce to 300 million new devices in a year? I’m not even sure it would be physically possible to manufacture 300 million OLED screens in a single year, for instance. Much less any more dramatic change, like new materials or manufacturing processes.
It’s not just this year that Apple has to pull off a risky balancing act regarding the features and components of the new flagship iPhone. It’s every year. I don’t think that balance is attainable without a change in strategy to add a new higher-priced lower-volume tier.
Jeet Heer, writing for The New Republic:
Imagine a group of dunderheaded Americans who think they would benefit from a covert alliance with the Russian government. They make overtures to that country’s ambassador, blithely ignorant that they’ll be monitored by U.S. intelligence. A series of cascading mistakes ultimately brings disaster crashing down on their heads.
That might sound like a summary of the latest news about the White House, but it is also the plot of Burn After Reading, the 2008 film that stands as singularly prophetic of the Trump era. The Coen Brothers’ black comedy echoes this unique period in history not only because of the Trump campaign’s collusion with Russian operatives, but the wider culture of deceit that made Donald Trump’s rise possible. More than just a satire on espionage, the movie is a scathing critique of modern America as a superficial, post-political society where cheating of all sorts comes all too easily.
Benedict Evans:
It seems to me that when people talk about what you ‘can’t’ do on a device, there are actually two different meanings of ‘can’t’ in computing. There is ‘can’t’ as meaning the feature doesn’t exist, and there is ‘can’t’ as meaning you don’t know how to do it. If you don’t know how to do it, the feature might as well not be there. So, there is what an expert can’t do on a smartphone or tablet that they could do on a PC. But then there are all of the things that a normal person (the other 90% or 95%) can’t do on a PC but can do on a smartphone, because the step change in user interface abstraction and simplicity means that they know how to do it on a phone and didn’t know how to do it on a PC. That is, the step change in user interface models that comes with the shift from Windows and Mac to iOS and Android is really a shift in the accessibility of capability. A small proportion of people might temporarily go from can to can’t, but vastly more go from can’t to can.
Chaim Gartenberg, writing for The Verge:
Despite the best efforts from Apple (with the Apple Watch), Google (with Android Wear), Samsung (with the Galaxy Gear), Pebble (with the, uh, Pebble), and dozens of other companies, the dream of the smartwatch hasn’t really taken off. Turns out that turning a smartphone into a wrist device isn’t really that appealing. Even if you can somehow get the right balance of battery life, device size, and developer support, people just aren’t really interested in getting anything more than notifications and fitness tracking from the devices they wear on their wrists.
I disagree completely. I’m on my way home from a family vacation at Disney World. I saw Apple Watches everywhere. (I would estimate that over 95 percent of them were the aluminum models.) Apple Watch is a hit product.
I think notifications and fitness tracking simply are what people want from their smart watches.
I think smart bands for non-smart watches are a non-starter — and I say that as someone who packed two mechanical watches and no Apple Watch for this trip. The analog nature of mechanical watches is central to their appeal.
Apple:
In celebration of World Emoji Day, Apple is sharing some of the new emoji coming to iOS, macOS and watchOS later this year.
It’s crazy to me that there hasn’t been a sandwich emoji until now.
Thom Holwerda, writing for OSNews:
Android in its current form suffers from several key architectural problems - it’s not nearly as resource-efficient as, say, iOS, has consistent update problems, and despite hefty hardware, still suffers from the occasional performance problems, among other things - that Google clearly hasn’t been able to solve. It feels like Android is in limbo, waiting for something, as if Google is working on something else that will eventually succeed Android.
Is that something Fuchsia? Is Project Treble part of the plan, to make it easier for Google to eventually replace Android’s Linux base with something else? If Android as it exists today was salvageable, why are some of the world’s greatest operating systems engineers employed by Google not working on Android, but on Fuchsia? If Fuchsia is just a research operating system, why did its developers recently add actual wallpapers to the repository? Why does every design choice for Fuchsia seem specifically designed for and targeted at solving Android’s core problems?
Dieter Bohn, The Verge:
So while Microsoft didn’t do itself any favors, I’d argue strongly that all these machinations and flailings weren’t a response (or weren’t only a response) to the iPhone. The real enemy was the company that had set its sights on Microsoft’s phone ambitions since before the iPhone was released.
That company was Google, of course, and it only tangentially wanted to take on the iPhone. Google’s real target was always Microsoft, and it hit the bullseye.
This is so obvious to me I’m surprised Bohn even thought to write it, but judging by the response, it seems a lot of people haven’t really thought about this. Conceptually, the iPhone changed the industry by raising the bar for just how a modern phone should work. Android and Windows Phone were designed in the iPhone’s wake.
But business-wise, the iPhone is exactly like the Mac. It’s not something Apple licenses to other companies. So all other companies that want to make phones but can’t create their own OS need something to license. On the PC, that OS is Windows. For mobile, it’s Android. It’s hard to imagine how different the world would be today if Microsoft had created the Android of mobile.