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Damn - Net income for 90 days jumping from 11B to 22B. For 9 months from 44B to 74B! Nuts. Margin growth too. So revenue and margin both going up. Apple can a

Damn - Net income for 90 days jumping from 11B to 22B. For 9 months from 44B to 74B! Nuts. Margin growth too. So revenue and margin both going up. Apple can afford to invest / pay for almost anything at this point (supply chain / chips / screens etc). I'm interested in where they land on the car - if it's going to be an electric box with a flat screen, give me a big carplay that works with the iphone.

karmajunkie 5y ago
Honestly, all I really want is Carplay on my iPhone. Vehicle sensors aside, there's no reason they can't deliver 90% of the functionality I (and probably most people) use, in a Carplay app. Bluetooth gives me the stereo and speakerphone integration already. This would be a huge sell for all of us driving cars that are just a bit too old to have a stereo with Carplay, and/or whose head units can't be replaced for technical reasons.
- r00fus 5y ago
  Honestly, it should be a dedicated iPad like device that's weather resistant that Apple can sell that you can mount as a head end. BT speakers support would be great - we do that all the time for our old minivan that has crap builtin system. However, that doesn't give Apple a cut of the new vehicle margin.
  - MR4D 5y ago
    iPad Mini might be great for that. Especially the new one coming out soon.
  - asdff 5y ago
    How much weather are you seeing in your minivan cabin?
    - carlhjerpe 5y ago
      Humidity fluctuations and temperature fluctuations alone are a big problem, Teslas LCD screens stop working for people in hot locations, batteries fail if they're not on the right charge when heated up or cooled down (voltage goes out of spec and causes extra wear, or fire if bad enough). Technology likes the environment to stay the same, which is impossible in a car.
      - asdff 5y ago
        Yeah it seems like the screen should at least be shrouded somehow. Most infotainment displays are at least a little bit sunken into the dash. Tesla sticking the LCD screen out exposed is pretty dumb honestly. Has no one in their engineering department gone on a road trip with their phone on the dash and had it overheat on them? Evidently not. Makes me wonder about all the other considerations these engineers at Tesla miss.
  - kube-system 5y ago
    There are aftermarket stereos that support CarPlay. You most likely don't have to get a new car: https://www.crutchfield.com/car/carselector.aspx https://www.crutchfield.com/car/carselector.aspx
    - karmajunkie 5y ago
      Oh yeah, I know there are, but I don't want to have to install something when i've got a perfectly good device that will keep itself up-to-date in my pocket all the time that moves from car to car. Who wants to blow another several hundred on a device that only works for me while I'm in the car? (I also pointed this out originally but I have now owned two cars in the last ten years with head units that couldn't be replaced because the vehicle integration was too tightly coupled.)
- FractalParadigm 5y ago
  I always thought this was weird, considering you can run Android Auto and get 99% of the experience without ever owning a car.
- MR4D 5y ago
  Agree 100% !! I wonder if the new widgets capability in iOS 15 will allow you to get close to that. I’ll have to make a screen for that when it’s out of beta to see. Has anyone tried this yet? (or something like it)
- IndySun 5y ago
  >honestly, all I really want is Carplay on my iPhone. This kind of response makes me lose utter faith in the YC 'massive'. Puke inducing tiny world view. CHRIST!! Frankly FUCK OFF.
  - ksec 5y ago
    What?
    - mtmail 5y ago
      User claims the bad language was a test. https://news.ycombinator.com/item?id=27978743 https://news.ycombinator.com/item?id=27978743
      - IndySun 5y ago
        It was a test, appreciate you pointing it out. Stemming from a conversation about different net censorship approaches. It had to be basic (and deliberately crude, hence wording) to compare forum responses to such inappropriate and unsuitable posts. The hard part was that one couldn't use a burner account. The YC response is wonderfully effective, yet almost muted. One place banned/terminated outright (though not everyone), muted for varying days, or suggested the post was deleted. I will not do it again here.
    - tinus_hn 5y ago
      The best response to trolls is downvote and flag and move on.
- kube-system 5y ago
  This won't ever get first-party support because of the legal complications with the use of mobile devices while driving (that legally doesn't apply if it's permanently bolted to your car)
  - what_ever 5y ago
    Android has on phone Android Auto that hasn't faced any legal complications that I know of. Disc: Googler.
    - kube-system 5y ago
      I don't mean that Apple (or Google) can't legally do it, they obviously could. The legal complication I'm referring to is the patchwork of laws regarding their customers' use of mobile devices while driving. Android Auto running on Android is different -- it has a 50 state legal purpose: Android is a popular OS for in-car infotainment. Apple CarPlay runs on Android too, that's how it was implemented in my car from the factory. iOS, by contrast, is not used for car infotainment systems, only Apple's mobile devices. Apple is unlikely to go out of their way to make a product for their mobile devices that is intended to be used while driving that could only be used on a mobile device.
      - what_ever 5y ago
        AFAIK, Android Auto on phone launched before Android OS was used for in-car infotainment. Besides I am still not sold on your explanation. You can use Apple OS based phone to navigate while driving.
        kube-system 5y ago
        Android OEM head units started appearing in 2012: https://www.androidauthority.com/android-powered-oem-car-stereo-68660/ https://www.androidauthority.com/android-powered-oem-car-ste... Android Auto was released in 2015, which only ran on a handful of OEM head units: https://www.theverge.com/2015/3/19/8259565/google-launches-android-auto https://www.theverge.com/2015/3/19/8259565/google-launches-a... In late 2016, Google allowed it to be run on-phone: https://web.archive.org/web/20161107221224/https://blog.google/products/android/android-auto-available-in-every-car/ https://web.archive.org/web/20161107221224/https://blog.goog... It's really just my opinion that Apple wouldn't go out of their way to port software to a different platform with no PR-friendly purpose.
- massysett 5y ago
  I want the reverse: a car with good stand-alone phone capability. With all other gadgets, I want them independent. I want a printer that connects directly to the network, but one that requires a print server. I want a thermostat I can program on the device itself, not one that requires a phone just to program. I want a streaming device with its own remote, but one that requires a phone to work it. And for appliances like washers and refrigerators, well, I don’t want that connecting to a network or other devices at all. So I don’t want the carmakers giving up on having decent infotainment built in to the car. I shouldn’t have to plug my phone into it. With cheap 5G the car should connect to the network on its own. It doesn’t help that I find Carplay underwhelming: stabbing and swiping a screen while driving is a bad experience.
  - karmajunkie 5y ago
    Ok, so seems like you want things that seem to exist already.
- deleted 5y ago
  [deleted]
systemvoltage 5y ago
I think they can probably outright buy TSMC barring national security concerns for Taiwan. Market cap is $570B for TSMC. Of course that would never happen but interesting to see how much cash AAPL has.
- jbverschoor 5y ago
  Doesn’t Apple already own machines? That’s what they usually do. They buy machines and let other companies operate them.
  - my123 5y ago
    Not in the case of TSMC, no.
    - slownews45 5y ago
      They've been known to front load order / commit with cash upfront to key suppliers to both lock in supply and basically fund supplier capital purchases. Are you SURE that they haven't done that with TSMC? They can back up their commitments with cash to help suppliers deliver the capacity / volume they need (which is high). This then pays off in terms a more predictable supply chain (ie, they want to launch iphones in fall with generally absolutely cutting edge process nodes).
      - kergonath 5y ago
        AFAIK they put a massive order with TSMC and paid upfront to get all the production of their new line for a while, but I haven't seen anything indicating that Apple owns the machines. At least in this case: they did own the production lines in other cases, such as screens at some point IIRC.
        slownews45 5y ago
        Which would make sense - the scale of these orders / capital commitments is enormous and this allows Apple to get value for its cash and use that as a competitive advantage against random joe blow companies without nearly the capital resources apple brings.

karmajunkie 5y ago

Honestly, all I really want is Carplay on my iPhone. Vehicle sensors aside, there's no reason they can't deliver 90% of the functionality I (and probably most people) use, in a Carplay app. Bluetooth gives me the stereo and speakerphone integration already. This would be a huge sell for all of us driving cars that are just a bit too old to have a stereo with Carplay, and/or whose head units can't be replaced for technical reasons.

r00fus 5y ago
Honestly, it should be a dedicated iPad like device that's weather resistant that Apple can sell that you can mount as a head end. BT speakers support would be great - we do that all the time for our old minivan that has crap builtin system. However, that doesn't give Apple a cut of the new vehicle margin.
- MR4D 5y ago
  iPad Mini might be great for that. Especially the new one coming out soon.
- asdff 5y ago
  How much weather are you seeing in your minivan cabin?
  - carlhjerpe 5y ago
    Humidity fluctuations and temperature fluctuations alone are a big problem, Teslas LCD screens stop working for people in hot locations, batteries fail if they're not on the right charge when heated up or cooled down (voltage goes out of spec and causes extra wear, or fire if bad enough). Technology likes the environment to stay the same, which is impossible in a car.
    - asdff 5y ago
      Yeah it seems like the screen should at least be shrouded somehow. Most infotainment displays are at least a little bit sunken into the dash. Tesla sticking the LCD screen out exposed is pretty dumb honestly. Has no one in their engineering department gone on a road trip with their phone on the dash and had it overheat on them? Evidently not. Makes me wonder about all the other considerations these engineers at Tesla miss.
- kube-system 5y ago
  There are aftermarket stereos that support CarPlay. You most likely don't have to get a new car: https://www.crutchfield.com/car/carselector.aspx https://www.crutchfield.com/car/carselector.aspx
  - karmajunkie 5y ago
    Oh yeah, I know there are, but I don't want to have to install something when i've got a perfectly good device that will keep itself up-to-date in my pocket all the time that moves from car to car. Who wants to blow another several hundred on a device that only works for me while I'm in the car? (I also pointed this out originally but I have now owned two cars in the last ten years with head units that couldn't be replaced because the vehicle integration was too tightly coupled.)
FractalParadigm 5y ago
I always thought this was weird, considering you can run Android Auto and get 99% of the experience without ever owning a car.
MR4D 5y ago
Agree 100% !! I wonder if the new widgets capability in iOS 15 will allow you to get close to that. I’ll have to make a screen for that when it’s out of beta to see. Has anyone tried this yet? (or something like it)
IndySun 5y ago
>honestly, all I really want is Carplay on my iPhone. This kind of response makes me lose utter faith in the YC 'massive'. Puke inducing tiny world view. CHRIST!! Frankly FUCK OFF.
- ksec 5y ago
  What?
  - mtmail 5y ago
    User claims the bad language was a test. https://news.ycombinator.com/item?id=27978743 https://news.ycombinator.com/item?id=27978743
    - IndySun 5y ago
      It was a test, appreciate you pointing it out. Stemming from a conversation about different net censorship approaches. It had to be basic (and deliberately crude, hence wording) to compare forum responses to such inappropriate and unsuitable posts. The hard part was that one couldn't use a burner account. The YC response is wonderfully effective, yet almost muted. One place banned/terminated outright (though not everyone), muted for varying days, or suggested the post was deleted. I will not do it again here.
  - tinus_hn 5y ago
    The best response to trolls is downvote and flag and move on.
kube-system 5y ago
This won't ever get first-party support because of the legal complications with the use of mobile devices while driving (that legally doesn't apply if it's permanently bolted to your car)
- what_ever 5y ago
  Android has on phone Android Auto that hasn't faced any legal complications that I know of. Disc: Googler.
  - kube-system 5y ago
    I don't mean that Apple (or Google) can't legally do it, they obviously could. The legal complication I'm referring to is the patchwork of laws regarding their customers' use of mobile devices while driving. Android Auto running on Android is different -- it has a 50 state legal purpose: Android is a popular OS for in-car infotainment. Apple CarPlay runs on Android too, that's how it was implemented in my car from the factory. iOS, by contrast, is not used for car infotainment systems, only Apple's mobile devices. Apple is unlikely to go out of their way to make a product for their mobile devices that is intended to be used while driving that could only be used on a mobile device.
    - what_ever 5y ago
      AFAIK, Android Auto on phone launched before Android OS was used for in-car infotainment. Besides I am still not sold on your explanation. You can use Apple OS based phone to navigate while driving.
      - kube-system 5y ago
        Android OEM head units started appearing in 2012: https://www.androidauthority.com/android-powered-oem-car-stereo-68660/ https://www.androidauthority.com/android-powered-oem-car-ste... Android Auto was released in 2015, which only ran on a handful of OEM head units: https://www.theverge.com/2015/3/19/8259565/google-launches-android-auto https://www.theverge.com/2015/3/19/8259565/google-launches-a... In late 2016, Google allowed it to be run on-phone: https://web.archive.org/web/20161107221224/https://blog.google/products/android/android-auto-available-in-every-car/ https://web.archive.org/web/20161107221224/https://blog.goog... It's really just my opinion that Apple wouldn't go out of their way to port software to a different platform with no PR-friendly purpose.
massysett 5y ago
I want the reverse: a car with good stand-alone phone capability. With all other gadgets, I want them independent. I want a printer that connects directly to the network, but one that requires a print server. I want a thermostat I can program on the device itself, not one that requires a phone just to program. I want a streaming device with its own remote, but one that requires a phone to work it. And for appliances like washers and refrigerators, well, I don’t want that connecting to a network or other devices at all. So I don’t want the carmakers giving up on having decent infotainment built in to the car. I shouldn’t have to plug my phone into it. With cheap 5G the car should connect to the network on its own. It doesn’t help that I find Carplay underwhelming: stabbing and swiping a screen while driving is a bad experience.
- karmajunkie 5y ago
  Ok, so seems like you want things that seem to exist already.
deleted 5y ago
[deleted]

systemvoltage 5y ago

I think they can probably outright buy TSMC barring national security concerns for Taiwan. Market cap is $570B for TSMC. Of course that would never happen but interesting to see how much cash AAPL has.

jbverschoor 5y ago
Doesn’t Apple already own machines? That’s what they usually do. They buy machines and let other companies operate them.
- my123 5y ago
  Not in the case of TSMC, no.
  - slownews45 5y ago
    They've been known to front load order / commit with cash upfront to key suppliers to both lock in supply and basically fund supplier capital purchases. Are you SURE that they haven't done that with TSMC? They can back up their commitments with cash to help suppliers deliver the capacity / volume they need (which is high). This then pays off in terms a more predictable supply chain (ie, they want to launch iphones in fall with generally absolutely cutting edge process nodes).
    - kergonath 5y ago
      AFAIK they put a massive order with TSMC and paid upfront to get all the production of their new line for a while, but I haven't seen anything indicating that Apple owns the machines. At least in this case: they did own the production lines in other cases, such as screens at some point IIRC.
      - slownews45 5y ago
        Which would make sense - the scale of these orders / capital commitments is enormous and this allows Apple to get value for its cash and use that as a competitive advantage against random joe blow companies without nearly the capital resources apple brings.