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Mounting Supply Chain Issues Suggest Apple “Losing Its Mojo” In Management

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Weak sales by several key Apple suppliers has led to the Cupertino company “losing its mojo” in its famed supply-chain management, reads a new report.

Bloomberg piece from Tim Culpan posits that Apple let its desire for innovation get ahead of its ability to source the necessary components for the iPhone X.

“Thanks to Taiwan rules requiring the disclosure of monthly sales, we can track endemic weakness at its exclusive processor maker Taiwan Semiconductor Manufacturing Co. and primary assembler Hon Hai Precision Industry Co.,” reads the report.

According to Culpan, Apple’s supply chain issues began with the decision to switch to an OLED display for the upcoming phone.

“When Cupertino decided to go with OLED, it must have known that supply would be tight and the company would be relying on nemesis Samsung,” reads the article. “Perhaps Cook and Williams were OK with this and figured Samsung would ramp up fast enough to ensure OLEDs for all, or maybe they thought alternative suppliers would come on stream. Clearly they were wrong.”

Apple’s decision to go with a button-free display design forced the company to develop another new technology in a Touch ID sensor that works through the display. This plan obviously didn’t work out, culminating in Apple’s Face ID technology.

“It failed and Apple had to dump the idea, instead turning to facial recognition,” reads the report. “This was already likely to be a feature, but with Touch ID now gone, Face ID was front and center (Apple couldn’t well go back to humdrum passwords). That means reliance on Romeo and Juliet, the two-part sensor module crucial to making it work. But again, Apple misjudged the supply chain and was left with bottlenecks.”

It seems hard to argue with these points, as the very late launch of the iPhone X was something clearly forced on the company. Over the weeks, multiple reports of supply chain issues have mounted up, and Apple may be facing the possibility of not being able to completely satisfy holiday demand for the phone.

However, this gamble was a necessity for Apple, as the company needed to release a phone that wasn’t an iteration of the iPhone previous. While Apple may be falling behind due to their vision, it’s a necessary vision that Apple needs to see realized.

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  • FragilityG4

    Don’t innovate and be criticized for not innovating or innovate and be criticized for innovating…..

  • It’s Me

    They should probably have held off a year until everything was ready. Unusual for Apple to release prematurely. Considering Ives is out there trying to claim the X wasn’t planned as a 10th anniversary release and it was just a coincidence on timing, then there’s no reason they couldn’t have waited until next year.

    Unless it’s just saving face (like saying they always planned to go all in on face ID because it looks worse to say they couldn’t figure it out on time).

  • Joe

    I’m nervously optimistic about the iPhone X. If I can’t get one, I’m gonna be pretty mad though.

  • FragilityG4

    From what I read Face ID was always the target and if Touch ID worked that would be a bonus. I believe no matter what Touch ID would be retired. There’s no sense in having two authenticating agents in a phone with room at a premium.

  • It’s Me

    Well, that’s certainly the narrative they’ve promoted after the fact.

  • FragilityG4

    Because you were there for meetings on how they failed at Touch ID under the screen and had to go to plan B in Face ID….

  • It’s Me

    Nope. Just here for the super convenient narrative after the fact.

  • FragilityG4

    With your super convenient speculation ????

  • It’s Me

    What’s convenient about my speculation? No reason for me to want to believe one way or the other. Just a long time observer. Just because I’m a decades long apple user doesn’t mean I just swallow the narrative.

    The X just happening to be released on the 10th year, now that’s convenient. A convenient coincidence if the narrative is to be believed, right?

    Mechanically face id is inferior to Touch ID in some important ways. Too much so for me to think the HID teams didn’t call attention to this fact before it was jettisoned after investing so much into it. Claiming that was always the plan helps draw attention from the fact that it is measurably inferior in some ways.

    Do think think inferiority was always the plan?

  • FragilityG4

    How do you know Face ID is inferior? Have you used it? Have you opened it up and examined it? Do you know how the dot processor works? Convenient speculation my friend!

  • It’s Me

    I know because of my many, many years of owning hands and understanding where they are in relation to my face. Zero speculation.

    Apple Pay as an example.
    Touch ID:
    Pull phone from pocket. In the same motion place finger on home button and hold at terminal. Done.

    FaceID:
    Pull phone from pocket. Hold up to your face to allow a facial scan. Once authenticated move it down to the terminal. Done.

    More movements and not as fluid. That’s not speculation. It’s a fact based on where our hands are and where thumbs and faces are. Inferior in that example, which is a very common use case and becoming more common.

    Other examples, though perhaps less common: unlocking phone on desk at work without having to pick it up or move my face within range of scan. Telling Siri to unlock my front door at home with my phone at my side needs only my thumb to unlock VS having to pick it up and scan my face.

    Like I said, mechanically it’s measurably inferior because physics and human anatomy. Technologically, it’s very advanced, but let’s not play make believe just to swallow the narrative.

  • FragilityG4

    You are misinformed, probably because you haven’t used it, it works on an angle so you won’t have to pick it up off of your desk. If you watch all the demos it seems to unlock as fast if not faster than Touch ID. But don’t pass judgment before trying it. Stop putting the cart before the horse… are there anymore cliches I can use to convince you to not jump the gun?

  • It’s Me

    Seriously? That’s the one you try to counter?

    I’m sure it’s fast, once you move it to the right angles and range to scan your face. I’m sure it works brilliantly then. Touch ID isn’t affected by angles and range. Because anatomy.

    No jumping no the gun here. Like I said, based on lots of years owning hands, thumbs and a face. And a dash of common sense.

  • FragilityG4

    I don’t need counters as the discussion is a waste of time since you and I both haven’t used this phone. All your points are speculation until you hold the phone in your hand and try the technology. But hey if you’re willing to pass on the phone because you own hands, feet, hair and eyebrows and know everything because of said body parts, than good for you… just means the rest of us move up a place on that Rogers reservation list.

  • It’s Me

    Really? You need to use it before understanding basic human anatomy?

    This is exactly what I meant about swallowing the narrative. Being an Apple user shouldn’t mean turning off your brain and common sense. This is what gives Apple users a bad name. Blind devotion to any thing is a waste of time, but especially to a company.

    Honestly, you are acting as ignorant as the android users that wanted to pretend swiping their cards was as convenient as Apple Pay. They were right only as long as they ignored facts, movement and common sense.

    This is why Apple puts out narratives. There is always a faithful someone willing to swallow the whole load.

  • FragilityG4

    My goodness you are harbouring some resentment. Quite frankly I haven’t wanted to continue this discussion for, well pretty much the whole night. I have a family, I have jobs, I have duties, I had a hockey game to watch and you continue to pester me. Understand some basic human reality: not everyone will use their phone like you do. I don’t start unlocking my phone before I take it out of my pocket. Unlike you I can bare to wait the two seconds. I do pick up my phone of my desk at work to unlock it. What can I say, I’m older so it’s easier for me to bring the phone to my face rather than vice versa. I don’t have smart locks at my house. My money, happily, goes to further my kids education and extra curricular activities thus I can not afford the luxury of a smart locks. I don’t use Apple Pay. I have a 5s so no way of using something that is not there. Yes I’m still using a nearly five year old phone but again see the point about my money and my kids.
    My point is everyone is different in their lives and how they use their phones, this is not about giving Apple fans a bad name. Geez I call out Apple whenever they do wrong and I’m sure you were one of the many that argued with me when I condemned Apple for not cooperating with the FBI. But I will gladly take the moniker of iSheep, if we have to label, because the reality is they make wonderful products that seldom disappoint. That is also why I suggested you try it first before jumping to conclusions. But hey you’re the master of anatomy and common sense. Forgive me if I’m not childish in jumping to conclusions before I try something. I always tell my kids when eating their food: yeah you may think you don’t like it but you won’t know until you try it. If you don’t like it after that than that’s okay.
    Ten years ago many people laughed at Apple for the original iPhone— imagine if we all had your attitude and dismissed the concept because it was not within common sense and human anatomy… I guess I would be using a QWERTY keyboard right now………

  • It’s Me

    So, you begin replying to me and continue to reply to me, but I’m pestering you?

    It’s ok. Wiggle all you like. It’s nice that you’ve finally acknowledged that it’s inferior but you’re willing to accept it; you’re willing to wait. That’s a big step.

    Not everyone will use it like me, clearly. But that doesn’t mean we have to turn off our brains and make ridiculous excuses just to follow the narrative. I’m sure you want to teach your kids to be critical thinkers, to think for themselves. Don’t you want to set that example instead of allowing a company to think for you?

    Have a good night.

  • FragilityG4

    I don’t need to try it first, I’m suggesting you try it first before dismissing it, much like I teach my children to try new things. The only reservation I have is the lack of home button but I’m sure I’ll adapt. Now before you jump all over that I had reservations about my first iPhone because it had no physical keyboard but I took a chance. Imagine a scientist writing a conclusion without conducting a single experiment. My brain is not off, but it appears your openness to new technology is… hows that QWERTY keyboard…….

  • It’s Me

    /sigh

    This has nothing to do with openness to new technology. I work with technology. I’m a compsci grad. Technology is my life. And this has nothing to do with dismissing new things. I’m sure faceid will be great.

    This is about intentionally turning off ones brain. There is no need. You can like something and still be critical of it. You don’t have to take marketing material and accept it as gospel. You are capable and allowed to think for yourself. You should try it sometime.

  • FragilityG4

    You keep implying that I can’t think for myself and that could not be further from the truth. This is about your superior complex. You think, most likely because of your computer background, that you know exactly how this system works. Thus, without testing, it has to be flawed. This is also about your stubbornness and your unwillingness to try something new and adapt. Before Touch ID there was only a password— you adapted. Before full touch screen keyboards there was QWERTY— you adapted. Before multitouch there was Nokia— you adapted.
    For someone so self proclaimed in touch with technology you should be the first on board with trying a new technology, accepting and embracing it. But perhaps you’re all talk. This has nothing to do with not using a brain and not thinking for oneself— this, more than anything, is about you and what you think you know. I know one day you’ll check your ego at the door and try out the X— how can someone so ingrained in computers dismiss something without trying it? (That’s not using your brain) . There’s even a good chance you’ll like it. So yeah, have an open mind and stop being so angry. I won’t sigh, I’ll smile ???? it’s better for your body, mind and soul, and I know that after all this back and forth there’s a small part of you now opening up to the idea of trying a new technology. It maybe tiny, but that’s progress. Remember progress can only go as far as an open mind will allow it.
    See you in the launch day lines ???? (I actually have to wait until a have some more Rogers dollars so it won’t be until next year I get it but Q1 for sure)

  • It’s Me

    It’s hilarious that you think this is about progress. But I guess that’s what you’re suppose to think.

  • FragilityG4

    Considering that Android makers are scrambling to make their own depth of field camera system, I would say yes this is about progress.

  • It’s Me

    Nah, that just means they are following Apple, as usual.

    If they changed it to a voice auth system that required you to sign to it, would you argue it was flawless? Would you be incapable to seeing that it has handicaps? I suppose not. You’ve proven that.

  • FragilityG4

    I would never want a voice authentication because sometimes when I open my phone I have to be quiet. I was against the Plus when they first announced it because I was not interested in such a large phone. But after trying out my wife’s I realized its not that big and even if it was the phone had so much to offer. Amazing concept… try something out to see if YOU like it. Brilliant.

  • It’s Me

    You keep missing the point. Intentionally playing dumb?

    Do you think it was a coincidence that the iPhone X was released this year?

  • FragilityG4

    In what capacity? The technology? The revamp in design? The name? Such a general question. I believe that the name and design was indeed planned for this year. I believe that the True Depth camera was a coincidence that it was ready in time but the hope was it to be ready. I don’t see why that’s so hard to believe. Geez take off the tin foil hat. I also believe the plan all along has been to retire Touch ID for Face ID.
    I’m not dumb, I don’t play dumb I don’t act dumb. I see your point, you think you’re right and you seem too stubborn to accept possibilities. Passing judgment before even seeing the device in person is the epitome of closed mindedness. It’s okay to harbour reservations but don’t dismiss it completely before its even released. Like I said I have my reservations about the lack of home button but I’m willing to try it out. I have faith that it will be something that I will adapt too so I’m not overly concerned but it would be foolish of me to dismiss the phone based on a reservation without trying the phone first. I thought only children would dismiss something before trying it first… I guess I’m wrong and I guess it’s dumb of me not to realize that.

  • It’s Me

    That’s a lot of words to wiggle out. Do you think the special edition that ended up being called iPhone X was coincidentally released in the 10 anniversary year? Not a general question. No qualifiers needed. Don’t wiggle, was it planned or coincidence that the X was released this year? Was it just an amazing coincidence?

    And again, I have never rejected faceID. I’ve only ever said I see where it is inferior in some ways to Touch ID. You can see that. You can’t acknowledge that. You see a fairly minor criticism as a complete rejection. Because that’s all I said about face ID that it was inferior in some ways and you lost your damn mind.

    That’s religion. We have enough religious wack jobs. Don’t be a religious wack job. Think. For. Yourself. It’s not tinfoil hat to recognize messaging and narratives. It’s common sense.

  • FragilityG4

    First off my kids don’t watch Wiggles, but clearly you do ???? do I think the X was planned or a coincidence? I believe this was a phone that was in development for few years in hopes of being ready for the anniversary but the date was not the be all end all. Historically Apple has paid very little attention to anniversaries but since this is iPhone it might be different. The True Depth technology was a very important piece for them and it presented challenges. I think that the fact that it was ready in time was the true coincidence. If that technology wasn’t ready in time the phone might have still been called the X. So it appears that it was a planned coincidence. Now see what I did there? I have rationalized the situation taking in to account your points as well as mine. A nice compromise (although something tells me you’re slamming your fists on your desk)
    Now Face ID. You said I can see that it is in some ways inferior to Touch ID and I must disagree. I think that Face ID will be as good if not better than Touch ID. Hold on don’t stomp your fists so much you may hit your phone… from all the demos it looks faster than Touch ID. I won’t have to worry about multiple Touch ID fails (essentially locking Touch ID out) when I’m using Siri. This is not to say that Touch ID is inferior, put Face ID appears to have loads of potential but we won’t know until the release.
    Think for yourself— either you’re listening to The Third-Eye (Live) in which case I congratulate you and say that’s the best decision you’ve made in a long time or you’ve watched too many YouTube videos on reptilians, the flat earth and/or eventual alien colonization all of which are tinfoil hat ????
    If your sense is common, I’m glad I lack it. Cheers ???? ????

  • It’s Me

    So many words and you still managed to say absolutely nothing of substance. Nicely done.

    Let me know when Ives tells you you’re allowed to think again. Might be able to have an intelligent conversation with you then. Until then, try not to choke when you’re swallowing so quickly.

  • FragilityG4

    Don’t worry my friend, you will get older and they say intelligence comes with age. I can attest to this. I was once like you, arrogant, stubborn and angry. Thinking the world owed me something and expecting everything for nothing. I grew up, so will you. Maybe then you will be able to comprehend what I have said and find less of a need to resort to using third grade insults as a defense mechanism.

  • It’s Me

    LOL

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