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    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.

    Visit blogHN submissions
    Mobile & AppleBusiness & StrategyTech Industry
    What HN says

    HN commenters use it as a source on Apple's R&D spending, supply chain, and teen iPhone share, though one raises survey bias concerns.

    Stats for nerds
    24HN people shared it
    20linked in comments
    42story points
    May 2021last shared
    2017people per year2021

    Top posts on HN

    1. 1
      Google pays 15B to be default Apple search engine for another year
      1 person · 8 points · first shared 2021 · Discussion on HN
    2. 2
      Analyst: Apple is cornering the market for VR laser tech
      1 person · 4 points · first shared 2017 · Discussion on HN
    3. 3
      Apple's perfect storm added a record $191B to its market cap
      1 person · 4 points · first shared 2022 · Discussion on HN
    4. 4
      Piper Sandler: 87% of U.S. teens carry iPhones, 30% wear the Apple Watch
      1 person · 3 points · first shared 2021 · Discussion on HN
    5. 5
      Tim Cook has sailed Apple safely through the macro storms
      1 person · 3 points · first shared 2022 · Discussion on HN
    6. 6
      For the first time in years, Apple is hiring more software than hardware people
      1 person · 2 points · first shared 2019 · Discussion on HN
    7. 7
      Does Apple have to worry about Tim Wu?
      1 person · 2 points · first shared 2021 · 1 comments on HN
    8. 8
      Auto makers oughta feel threatened by CarPlay
      1 person · 2 points · first shared 2022 · 1 comments on HN
    9. 9
      Cook takes Siri from Cue, gives it to Federighi
      1 person · 2 points · first shared 2017 · Discussion on HN
    10. 10
      Apple to face EU antitrust charge over NFC chip, according to sources
      1 person · 2 points · first shared 2021 · Discussion on HN

    What HN people wrote when they linked it

    • asclepiAug 2019

      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/

    • microtherionNov 2018

      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.

    • oflannabhraFeb 2018

      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-the-instant-scapegoat-for-samsungs-failure-to-win-oled-orders-from-chinese-vendors.html

      [1] - https://www.ped30.com/2018/02/20/nikkei-slashes-apple/

      [2] - https://twitter.com/rjonesy/status/958421107245232128

    • danjocNov 2017

      >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.

    • calciphusAug 2019

      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.

    • devastoraMay 2018

      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/

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