P
Ped30
ped30.com · Personal blog · on HN since 2017
Ped30 is a blog covering Apple's business, market data, analyst reports, supply chain, and financial results.
What HN saysHN commenters use it as a source on Apple's R&D spending, supply chain, and teen iPhone share, though one raises survey bias concerns.
24HN people shared it
10linked it in comments
20stories submitted
42story points
4 years agolast shared
2017people per year2026
Most-shared posts
- 1Piper Jaffray: Apple Owns GenZ2 people · 1 points · first shared 2019 · discussion on HN
- 2Tim cook brussels data security2 people · first shared 2018
- 3Google pays 15B to be default Apple search engine for another year1 people · 8 points · first shared 2021 · discussion on HN
- 4Apple's perfect storm added a record $191B to its market cap1 people · 4 points · first shared 2022 · discussion on HN
- 5Analyst: Apple is cornering the market for VR laser tech1 people · 4 points · first shared 2017 · discussion on HN
- 6Piper Sandler: 87% of U.S. teens carry iPhones, 30% wear the Apple Watch1 people · 3 points · first shared 2021 · discussion on HN
- 7Tim Cook has sailed Apple safely through the macro storms1 people · 3 points · first shared 2022 · discussion on HN
- 8Cook takes Siri from Cue, gives it to Federighi1 people · 2 points · first shared 2017 · discussion on HN
- 9For the first time in years, Apple is hiring more software than hardware people1 people · 2 points · first shared 2019 · discussion on HN
- 10Does Apple have to worry about Tim Wu?1 people · 2 points · first shared 2021 · 1 comments on HN
- 11Apple to face EU antitrust charge over NFC chip, according to sources1 people · 2 points · first shared 2021 · discussion on HN
- 12Auto makers oughta feel threatened by CarPlay1 people · 2 points · first shared 2022 · 1 comments on HN
- 13Daniel Ives: Apple’s Services biz alone is worth $1.5T1 people · 1 points · first shared 2022 · discussion on HN
- 14Full list of Apple's Hollywood projects, real and rumored1 people · 1 points · first shared 2019 · discussion on HN
- 15A third of US teens use Apple Watch1 people · 1 points · first shared 2022 · discussion on HN
What HN people wrote when they linked it
oflannabhra · 2018-02-26
I haven't seen any iPhone X 2-for-1 deals, in the US at least. Samsung's OLED production glut can't be pinned solely on Apple [0]. Most of the "Apple slashes iPhone X production forecast" rumors seem to be... unreliable at best [1] [2].
[0] - http://www.patentlyapple.com/patently-apple/2018/02/apples-iphone-x-is…
[1] - https://www.ped30.com/2018/02/20/nikkei-slashes-apple/
[2] - https://twitter.com/rjonesy/status/958421107245232128
konschubert · 2021-05-21
Like with the butterfly keyboard?
The one which they called a "pig" internally where "lipstick won't fix it", but which they kept selling for years?
That totally broke my trust that Apple will address quality issues.
https://www.ped30.com/2021/03/23/apple-butterfly-lipstick-pig/
asclepi · 2019-08-16
83% of US teens have an iPhone according to Piper Jaffray in April 2019 [1].
That number is biased, however, as 1) it's solely based on a survey done in high schools, and not every teen will feel comfortable admitting they have something else than an iPhone 2) the surveys are performed by DECA Inc. which is more affiliated with private schools and public high schools in affluent neighborhoods.
Still, I estimate that about 3 in 4 teens (and increasing) have an iPhone, either new or a model that was previously used by a parent who bought a new one. That's huge, and iMessage plays a very big role in that.
[1] https://www.ped30.com/2019/04/08/apple-piper-jaffray-genz/
calciphus · 2019-08-01
A minor point, Apple's R&D spend is significantly lower as a percent of budget compared to most of the market. I found this article really interesting:
https://www.ped30.com/2019/03/10/defense-apples-14-billion-rd-budget/
Edit for context: in 2018, 11.6bn or 5.1% of revenue. Compare to Amazon it's half as many dollars and 1/3 the percent.
microtherion · 2018-11-13
The last paragraph in this article implies otherwise: https://www.ped30.com/2018/11/12/lumentum-wells-fargo-apple/
> UPDATE: A friend of the blog dug up this press release from last December, when Apple invested a few hundred million in one of Lementum’s chief competitors: Apple awards Finisar $390 million from its Advanced Manufacturing Fund
Now, this is an Apple friendly blog; I don't know whether the two companies are truly in the same business, or whether or not Apple sales are actually slowing down, but there is a perennial pattern of analysts interpreting order cuts at a single supplier as evidence of a slowdown, and being mistaken.
yash1th · 2018-10-26
Someone provided this link above
https://www.ped30.com/2018/10/24/tim-cook-brussels-data-security/
MaysonL · 2018-10-24
Video available here: https://www.ped30.com/2018/10/24/tim-cook-brussels-data-security/
devastora · 2018-05-22
Thanks! I took a quick look and it doesn't seem like there's any plugins out there for grayscaling in Safari right now.
If you're talking about mobile safari though, you can do it on an OS level and toggle it by pressing the home button three times in a row - https://www.ped30.com/2018/01/13/apple-iphone-gray/
rosser · 2017-12-12
Apple Park is "for us" — that is, Apple employees, for values thereof that don't include parents.
http://www.slate.com/blogs/xx_factor/2017/05/16/apple_s_new_headquarte…
https://www.ped30.com/2017/12/05/apple-park-childcare-daycare/
danjoc · 2017-11-17
>perjure yourself.
https://www.ped30.com/2017/11/06/tim-cook-has-some-explaining-to-do/
It doesn't seem like perjury is such a big deal. Nobody is arresting Tim Cook for perjuring himself in front of Congress. Clapper did it too. Sessions as well. In fact, it has become a regular occurrence. It seems you're nobody until you've lied to Congress.