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Businesses

Apple Reports Best March Quarter Ever (theverge.com) 15

Even as it deals with continued supply constraints and consumers wary of inflation, Apple today reported the best March quarter in its history. The Verge reports: The company tallied $97.3 billion in revenue in Q2, up 9 percent over the year-ago quarter. That amounted to a profit of $25 billion, with earnings per share of $1.52. Apple set March quarter revenue records for its iPhone, Mac, and Wearables / Home / Accessories divisions. But the second quarter saw a slowdown in iPad sales, which were down slightly year over year. Apple's various services grew to a new high of 825 million subscribers, up 165 million from the total a year ago.

The increase in iPhone revenue comes even after Apple noted that the year-ago Q2 saw very strong iPhone demand due to the iPhone 12 series launching a bit later in the fall than normal. New products released by Apple during the March quarter included the third-gen iPhone SE, green colors of the iPhone 13 and iPhone 13 Pro, the powerful Mac Studio desktop, and the 5K Studio Display external monitor.

Apple

Apple Launches Do-It-Yourself Repairs For iPhone 13, iPhone 12 and iPhone SE, But There's a Catch (cnet.com) 58

Apple on Wednesday followed through on its plans to begin publicly releasing repair manuals for some of its products, in addition to selling parts and tools online. The goal, the company said, is to allow iPhone owners an alternative way to repair their devices. From a report: The tech giant's new program, called Self Service Repair, is starting out for US customers with Apple's iPhone 13 line of smartphones, the iPhone 12 and new iPhone SE. Apple said it designed the program to offer adventurous and capable people access to the same parts, tools and instructions it gives to its own certified technicians and partner repair shops, hopefully making it easier for people to repair devices instead of resorting to buying a new one. "We believe we have a responsibility to customers and the environment to offer convenient access to safe, reliable, and secure repairs to help customers get the most out of their devices," the company wrote in a document published Wednesday that outlines its plans. "As the doors open on this new venue, we're underwhelmed, and settling back into our usual skepticism," iFixit posted on Wednesday. The firm adds: The biggest problem? Apple is doubling down on their parts pairing strategy, enabling only very limited, serial number-authorized repairs. You cannot purchase key parts without a serial number or IMEI. If you use an aftermarket part, there's an "unable to verify" warning waiting for you. This strategy hamstrings third-party repair with feature loss and scare tactics and could dramatically limit options for recyclers and refurbishers, short-circuiting the circular economy. As of today, you can buy an official Apple iPhone 12 screen and install it yourself, on your own device, with no fuss. Until now, DIY repairs relied on keeping the Face ID speaker and sensor assembly intact, then very carefully moving it to your new screen, and finally ignoring some gentle warnings. If your assembly was damaged or defective, you were out of luck. The new program will solve that problem -- assuming you've bought an official Apple part.
EU

Apple's Grip On iOS Browser Engines Disallowed Under Latest Draft EU Rules (theregister.com) 74

Europe's Digital Markets Act -- near-finalized legislation to tame the internet's gatekeepers -- contains language squarely aimed at ending Apple's iOS browser restrictions. The Register reports: The Register has received a copy of unpublished changes in the proposed act, and among the various adjustments to the draft agreement is the explicit recognition of "web browser engines" as a service that should be protected from anti-competitive gatekeeper-imposed limitations. Apple requires that competing mobile browsers distributed through the iOS App Store use its own WebKit rendering engine, which is the basis of its Safari browser. The result is that Chrome, Edge, and Firefox on iOS are all, more or less, Safari.

That requirement has been a sore spot for years among rivals like Google, Mozilla, and Microsoft. They could not compete on iOS through product differentiation because their mobile browsers had to rely on WebKit rather than their own competing engines. And Apple's browser engine requirement has vexed web developers, who have been limited to using only the web APIs implemented in WebKit for their web apps. Many believe this barrier serves to steer developers toward native iOS app development, which Apple controls.

The extent to which Apple profits from the status quo has prompted regulatory scrutiny in Europe, the UK, the US, and elsewhere. [...] Now those efforts have been translated into the text of the DMA, which, alongside the Digital Services Act (DSA), defines how large technology gatekeepers will be governed in Europe. [...] In short, when the DMA takes effect in 2024, it appears that Apple will be required to allow browser competition on iOS devices.
"The potential for a capable web has been all but extinguished on mobile because Apple has successfully prevented it until now," said Alex Russell, partner program manager on Microsoft Edge who worked previously as Google Chrome's first web standards tech lead. "Businesses and services will be able to avoid building 'apps' entirely when enough users have capable browsers."

"There's a long road between here and there," he added. "Apple has spent enormous amounts to lobby on this, and they aren't stupid. Everyone should expect them to continue to play games along the lines of what they tried in Denmark and South Korea."
Desktops (Apple)

Apple iMac With M3 Set For 2023, iMac Pro Isn't Dead (bloomberg.com) 47

According to Bloomberg's Mark Gurman, Apple is already working on an M3 iMac, along with refreshed MacBooks and a Mac Mini running an M1 Pro chip. He also said the iMac Pro isn't dead, though it's not expected to arrive "anytime soon." From the report: Add an M3-based iMac to your list of future models. Last week, I detailed Apple's road map for the M2 chip and Mac. The plans include: An M2 chip for a new MacBook Air, entry-level MacBook Pro and Mac mini; M2 Pro and M2 Max chips for a new 14-inch MacBook Pro and 16-inch MacBook Pro; and A dual M2 Ultra chip for the Mac Pro.

Since then, I've heard that the M2 chips aren't the only ones in testing within Apple. And if you're waiting for a new iMac, I'm hearing an M3 version of that desktop is already in the works -- though I imagine it won't launch until the end of next year at the earliest. Also, for those asking, I still think an iMac Pro is coming. It just won't be anytime soon.
Gurman also wrote about what we can expect to see with the iPhone 14. "First off, the overall design from the iPhone 12 and iPhone 13 will stick around another year. [...] There will also be larger camera bumps to fit in new sensors."

"That notch will include a pill-shaped cutout for Face ID and a circular cutout for the camera," adds Gurman. "That will be Apple's solution until it's able to fully embed Face ID and the front-facing camera into the display itself. That's still at least three or four years away." There's also going to be a slight shake-up with the iPhone's screen sizes, with the non-Pro iPhone line getting a 6.7-inch screen option.

Interestingly, the company is "still working on bringing satellite connectivity to the iPhone" to gain the ability to make calls over satellite networks. "The company first aimed at adding the feature in last year's model, but now the capability could be ready this time around," wrote Gurman.
Iphone

Apple App Store Appears to Be Widely Removing Outdated Apps (theverge.com) 76

"Apple may be cracking down on apps that no longer receive updates," reports the Verge: In a screenshotted email sent to affected developers, titled "App Improvement Notice," Apple warns it will remove apps from the App Store that haven't been "updated in a significant amount of time" and gives developers just 30 days to update them....

In 2016, Apple said it would start removing abandoned apps from the App Store. At the time, it also warned developers that they would have 30 days to update their app before it got taken down. That said, it's unclear whether Apple has continuously been enforcing this rule over the years, or if it recently started conducting a wider sweep. Apple also doesn't clearly outline what it considers to be "outdated" — whether it's based on the time that has elapsed since an app was last updated, or if it concerns compatibility with the most recent version of iOS.

Critics of this policy argue that mobile apps should remain available no matter their age, much like old video games remain playable on consoles. Others say the policy is unnecessarily tough on developers, and claim Apple doesn't fully respect the work that goes into indie games.

Earlier this month, the Google Play Store similarly announced it would begin limiting the visibility of apps that "don't target an API level within two years of the latest major Android release version." Android developers have until November 1st, 2022 to update their apps, but also have the option of applying for a six-month extension if they can't make the deadline.

Bitcoin

Coinbase CEO Says Apple's Crypto Rules Highlight 'Potential Antitrust Issues' 62

Brian Armstrong, the chief executive of Coinbase, believes Apple's App Store rules have hampered the company's product roadmap, accusing the iPhone-maker of banning features from their app and generally not being friendly with the cryptocurrency industry. From a report: "Apple so far has not really played nice with crypto, they've actually banned a bunch of features that we would like to have in the app, but they just won't allow it -- so there's potential antitrust issues there," Armstrong said.
Businesses

Brazil Judge Says Apple Selling iPhone Without Power Adapter Is 'Abusive and Illegal' (bloomberg.com) 170

A Brazilian judge ruled that U.S. tech giant Apple engaged in an "abusive and illegal" practice by selling new iPhones without power adapters. From a report: In a decision dated April 12, regional judge Vanderlei Caires Pinheiro from Goias state in central Brazil ordered the company to pay compensation of 5,000 reais ($1,080) to a customer who made a complaint. In his ruling posted on a legal website, the judge said that the adapter is essential for the normal functioning of the iPhone, and found that the manufacturer is violating local consumer law by removing if from boxes. The decision could prove costly for the company if it is forced to compensate more Brazilian consumers, or start including accessories in products sold locally.
Businesses

Apple Store Workers in Atlanta Are the First To Formally Seek a Union (nytimes.com) 124

Employees at an Apple store in Atlanta filed a petition on Wednesday to hold a union election. If successful, the workers could form the first union at an Apple retail store in the United States. From a report: The move continues a recent trend of service-sector unionization in which unions have won elections at Starbucks, Amazon and REI locations. The workers are hoping to join the Communications Workers of America, which represents workers at companies like AT&T Mobility and Verizon, and has made a concerted push into the tech sector in recent years. The union says that about 100 workers at the store -- at Cumberland Mall, in northwest Atlanta -- are eligible to vote, including salespeople and repair technicians, and that over 70 percent of them have signed authorization cards indicating their support. In a statement, the union said Apple, like other tech employers, had effectively created a tiered work force that denied retail workers the pay, benefits and respect that workers earned at its corporate offices.
Spam

FaceTime Users Bombarded With Group Call Spam (arstechnica.com) 49

FaceTime users are getting bombarded with group calls from numbers they've never seen before, often as many as 20 times in short succession during late hours of the night. From a report: Griefers behind the pranks call as many as 31 numbers at a time. When a person receiving one of the calls hangs up, a different number will immediately call back. FaceTime doesn't have the ability to accept only FaceTime calls coming from people in the user's address book. It also requires that all numbers in a group call must be manually blocked for the call to be stopped. "I got my first facetime spam starting 4 days ago," one user reported to an Apple support forum earlier this month. "It has been non-stop, over 300 numbers blocked so far. My 3 year old daughter has been accidentally answering them and going on video without a t-shirt on." The high volume of callbacks appears to be the result of other people receiving the call dialing everyone back when the initial call fails shortly after answering. As more and more people receive follow-on calls, they too begin making callbacks. Apple provides surprisingly few ways for users to stop the nuisance calls. As noted earlier, users can block numbers, but this requires manually blocking each individual person on the group call. That's not an effective solution for people receiving dozens of group calls, often to a different group of people in a short period of time, often in the wee hours.
Facebook

Why Mark Zuckerberg Is Fixated On Creating AR's 'iPhone Moment' (fastcompany.com) 55

Citing an article from The Verge's Alex Heath, Fast Company breaks down "Meta's plan to shape the metaverse by building its own wildly ambitious augmented-reality hardware." From the report: eath's article, "Mark Zuckerberg's Augmented Reality," covers two codenamed products. "Project Nazere" is a high-end pair of AR glasses that don't require a smartphone, with the first version shipping in 2024, followed by upgraded ones in 2026 and 2028. Also due in 2024 is "Hypernova," a more economy-minded take on AR eyewear that does piggyback on a smartphone's connectivity and computing muscle. The piece is full of technical details, such as Nazere's use of custom waveguides and microLED projectors to fuse your view of the real with a digital overlay. Both Nazere and Hypernova will supposedly work with a wrist device that uses differential electromyography to detect electric neurons, allowing for input that feels akin to mind control.

But along with all the specifics in Heath's story, what's also striking is its discussion of how these planned products roll up into Meta's highest-level goals. They are, of course, an extension of Mark Zuckerberg's hopes, dreams, and aspirations: "If the AR glasses and the other futuristic hardware Meta is building eventually catch on, they could cast the company, and by extension Zuckerberg, in a new light. 'Zuck's ego is intertwined with [the glasses],' a former employee who worked on the project tells me. 'He wants it to be an iPhone moment.'"

Everybody's entitled to their own definition of an "iPhone moment." Presumably, it involves a product of truly epoch-shifting impact -- not necessarily the first in its field but an unprecedented blockbuster that defines the category by bringing it to the masses. Something like, well, you know, the iPhone. For a tech CEO such as Zuckerberg, creating an iPhone moment isn't just about selling something enormously successful; it also provides full control over an ecosystem. That lets a company chart its own destiny in a way it can never do if it's building on someone else's platform. Zuckerberg has long been bugged by the fact that Facebook/Meta's products have historically sat atop environments operated by other companies, such as Apple and Google. I know this because he told me so himself...

Businesses

Thanks To Apple, Customer-Data Platforms Are Getting a Second Chance (protocol.com) 12

In the wake of data privacy changes by mobile platforms last year, the enterprise tech world is suddenly very interested in customer-data platforms (CDPs). From a report: With Twilio's acquisition of Segment, Treasure Data's $234 million fundraise late last year and Salesforce's push into CDPs, the hot new buzzword is potentially a hot new market. "The way I think about [CDPs] is, it's trying to create a 360-degree view of each of your customers to help you more accurately identify what would most resonate with this customer," said Derek Zanutto, a general partner at CapitalG. The term first started appearing in mainstream conversations back in 2017. In short, CDPs are centralized places to store all the first-party data a company collects from its customers. "It's fundamentally a data platform that unifies the data, and processes it, and then activates the profiles across many channels," said Treasure Data CEO Kazuki Ohta. The key is not just collecting and storing that data, but making it available to use.

The need for CDPs first arose as companies realized they had this data but didn't know what to do with it. "What we're seeing that a lot of brands do is effectively build a data lake or a master data management system, where there's a lot of data coming together potentially," said Ryan Fleisch, head of Product Marketing for Adobe's CDP. "But where a lot of brands are looking for further partnership is: How do I make sense of that data, activate it and make a decision off of it?"

"The transformation of the data, the ability to personalize that customer information, I think is a key value prop of the customer data platform," said Twilio Segment Vice President Jodi Alperstein. "And really knowing that 360 view of the customer and really being able to identify them, and then be able to put it into action." It's also why CDPs are most commonly talked about in a marketing context, because it's the most natural extension of using data about customers. After Apple and Google restricted the use of third-party cookies in apps and on the web, marketers needed to find new sources of customer information.

Facebook

Apple's App Tracking Transparency Crackdown Estimated To Cost Facebook Another $13 Billion In 2022 42

Apple's controversial App Tracking Transparency feature available in iOS 14.5 is expected to have a significant impact on Facebook, Twitter, Snap, and YouTube in 2022. According to a report by Lotame, big tech platforms' revenue could drop by almost $16 billion. 9to5Mac reports: For those who don't remember, ATT requires that applications ask permission from users before tracking them across other apps and websites. For example, when you open the Facebook app, you'll see a prompt that says the app would like to track you across other apps and services. There will be two options from which to choose: "Ask App not to Track" or "Allow."

Talking about Facebook, Lotame's report shows that Zuckerberg's company will take the biggest hit as the privacy changes will cost it $12.8 billion in revenue: "The effects of these changes on these companies are hard to isolate because all four players are still growing extremely strongly, still taking share from the last bastions of traditional media and gaining share in digital media as privacy regulations make it harder and harder for independent publishers and technologies to execute,' said Mike Woosley, Chief Operating Officer at Lotame. 'To add to the complexity, the pandemic has introduced volatile and unpredictable gyrations in the pacing of media spend.'"
Desktops (Apple)

Apple Readies Several New Macs With Next-Generation M2 Chips (bloomberg.com) 47

Apple has started widespread internal testing of several new Mac models with next-generation M2 chips, according to developer logs, part of its push to make more powerful computers using homegrown processors. Bloomberg: The company is testing at least nine new Macs with four different M2-based chips -- the successors to the current M1 line -- with third-party apps in its App Store, according to the logs, which were corroborated by people familiar with the matter. The move is a key step in the development process, suggesting that the new machines may be nearing release in the coming months. The M2 chip is Apple's latest attempt to push the boundaries of computer processing after a split with Intel in recent years. Apple has gradually replaced Intel chips with its own silicon, and now looks to make further gains with a more advanced line. After years of slow growth, the Mac computer division enjoyed a resurgence the past two years, helped in part by home office workers buying new equipment. The business generated $35.2 billion in sales the past fiscal year, about 10% of Apple's total.
Privacy

Apple's Privacy Rules Leave Its Engineers in the Dark (theinformation.com) 57

Privacy is one of the selling points of Apple products. But for employees who develop these products, it can be a pain. The Information: Apple doesn't collect a lot of customer data from its services, including Apple Maps, the Siri voice assistant and its paid video-streaming service, according to more than a dozen former employees. And the customer data it does collect from products like the App Store and Apple Music aren't widely accessible to employees who work on those and other products, these people said. That makes it difficult for Apple to mimic popular features developed by its competitors, which collect more data and have fewer restrictions on employee access to such information, they said.

Look at Apple TV+. The paid video-streaming service, unlike its bigger rivals, doesn't collect demographic info about customers or a history of what they have watched, according to a person with direct knowledge of the situation at Apple. That means Apple TV+ employees can't analyze how customers move from one piece of content to another, making it next to impossible to recommend more videos to them based on their preferences -- a contrast to Netflix, Disney and other streaming services, which use such data to get customers to watch more videos. [...] From Apple's app recommendations to new features for Siri and the company's Goldman Sachs-backed credit card, Apple engineers and data scientists often have to find creative or costly ways to make up for the lack of access to data. In some cases, as with Apple TV+, employees simply have to accept limitations on what they can do.

Earth

Apple is Cleaning Up Its Most Challenging Carbon Emissions (protocol.com) 12

On Thursday, it announced it's taking some big steps to address some of the emissions associated with making and using those products by investing in a solar farm going up in Texas and cleaning up its supply chain. From a report: Apple is tackling part of its Scope 3 emissions. The biggest challenge for nearly any company is addressing carbon pollution from the manufacturing and use of its products. And Apple has a lot of products in circulation. The company has a mind-bending 1.8 billion devices currently in service around the world. If they were evenly distributed (spoiler: they're not), roughly a quarter of the world's population would own an Apple device. For those Apple devices to be useful, they need to be charged. I mean, duh. By the company's own carbon accounting, all that charging is responsible for nearly 22% of Apple's carbon footprint. Manufacturing all those devices is an even bigger chunk of emissions, accounting for more than 70% of its 22.6 million ton carbon footprint, according to its most recent environmental progress report.
Apple

Apple Says Plan for Nearly 50% Commission on Metaverse Purchases 'Lays Bare Meta's Hypocrisy' (macrumors.com) 34

Apple has responded to Meta's plan to take a nearly 50% commission for digital asset purchases made inside the metaverse after complaining about fees in the App Store, calling the decision hypocritical. From a report: Yesterday, it was revealed that Meta, more commonly known as Facebook, plans to take a steep 47.5% commission for digital asset purchases made inside the so-called "metaverse." The 47.5% cut includes a 30% hardware fee on top of a 17.5% platform fee. Responding to the plan, Apple spokesperson Fred Sainz told MarketWatch that Facebook is simply being hypocritical and that while it complains about Apple's own platform fees, it wants to charge creators even more. "Meta has repeatedly taken aim at Apple for charging developers a 30% commission for in-app purchases in the App Store -- and have used small businesses and creators as a scapegoat at every turn," Apple spokesman Fred Sainz stated in an email to MarketWatch. "Now -- Meta seeks to charge those same creators significantly more than any other platform. [Meta's] announcement lays bare Meta's hypocrisy. It goes to show that while they seek to use Apple's platform for free, they happily take from the creators and small businesses that use their own."
Apple

How Apple's Monster M1 Ultra Chip Keeps Moore's Law Alive 109

By combining two processors into one, the company has squeezed a surprising amount of performance out of silicon. From a report: "UltraFusion gave us the tools we needed to be able to fill up that box with as much compute as we could," Tim Millet, vice president of hardware technologies at Apple, says of the Mac Studio. Benchmarking of the M1 Ultra has shown it to be competitive with the fastest high-end computer chips and graphics processor on the market. Millet says some of the chip's capabilities, such as its potential for running AI applications, will become apparent over time, as developers port over the necessary software libraries. The M1 Ultra is part of a broader industry shift toward more modular chips. Intel is developing a technology that allows different pieces of silicon, dubbed "chiplets," to be stacked on top of one another to create custom designs that do not need to be redesigned from scratch. The company's CEO, Pat Gelsinger, has identified this "advanced packaging" as one pillar of a grand turnaround plan. Intel's competitor AMD is already using a 3D stacking technology from TSMC to build some server and high-end PC chips. This month, Intel, AMD, Samsung, TSMC, and ARM announced a consortium to work on a new standard for chiplet designs. In a more radical approach, the M1 Ultra uses the chiplet concept to connect entire chips together.

Apple's new chip is all about increasing overall processing power. "Depending on how you define Moore's law, this approach allows you to create systems that engage many more transistors than what fits on one chip," says Jesus del Alamo, a professor at MIT who researches new chip components. He adds that it is significant that TSMC, at the cutting edge of chipmaking, is looking for new ways to keep performance rising. "Clearly, the chip industry sees that progress in the future is going to come not only from Moore's law but also from creating systems that could be fabricated by different technologies yet to be brought together," he says. "Others are doing similar things, and we certainly see a trend towards more of these chiplet designs," adds Linley Gwennap, author of the Microprocessor Report, an industry newsletter. The rise of modular chipmaking might help boost the performance of future devices, but it could also change the economics of chipmaking. Without Moore's law, a chip with twice the transistors may cost twice as much. "With chiplets, I can still sell you the base chip for, say, $300, the double chip for $600, and the uber-double chip for $1,200," says Todd Austin, an electrical engineer at the University of Michigan.
Privacy

Apple's Cook Says Circumventing App Store Would Harm User Privacy (bloomberg.com) 122

Apple Chief Executive Officer Tim Cook said that proposed app store regulations in the U.S. and European Union would put iPhone users' privacy at risk. From a report: "If we are forced to let unvetted apps onto iPhones, the unintended consequences will be profound," Cook said during a keynote address at the Global Privacy Summit on Tuesday in Washington. "Data-hungry companies would be able to avoid our privacy rules and once again track our users against their will." Apple is under global scrutiny over app store policies. The EU is working on legislation that would force the company to allow apps to be installed from outside the Apple App Store, threatening Apple's grip on its platform and potentially limiting its ability to collect a commission from developers.
Medicine

Apple Targets Watch Blood-Pressure Tool for 2024 After Snags (bloomberg.com) 33

Apple's plan to add a highly anticipated blood-pressure monitor to its smartwatch has hit some snags and the technology isn't expected to be ready until 2024 at the earliest, Bloomberg reported Tuesday, citing people with knowledge of the matter. From the report: The company has teams working on an updated sensor and software for the Apple Watch that would determine if a user has high blood pressure, but accuracy has been a challenge during testing, said the people, who asked not to be identified because the matter is private. The feature has been planned for at least four years, but it's probably two years away from hitting the market and may slip until 2025, they said. Apple's shares were up about 1% at 9:41 a.m. in New York. Blood-pressure features may become a key selling point for smartwatches in coming years, but the technology hasn't been easy to master. Though Apple rivals such as Samsung have launched watches with the capability, they require monthly calibration with a traditional monitor. Last year, Alphabet-owned Fitbit launched a public study to test wrist-based blood-pressure measurement.
Iphone

Apple Starts Manufacturing iPhone 13 In India (reuters.com) 15

Apple has started making the iPhone 13 in India, the company said on Monday. Reuters reports: The phone is being produced at a local plant of Apple's Taiwanese contract manufacturer Foxconn, situated in the town of Sriperumbudur in Southern Tamil Nadu state, according to a source. Apple has been shifting some areas of iPhone production from China to other markets including India, the world's second biggest smartphone market, and is also planning to assemble iPad tablets there. India and countries such as Mexico and Vietnam are becoming increasingly important to contract manufacturers supplying American brands as they try to diversify production away from China. The iPhone 13 is the fourth model to be produced locally after Apple launched manufacturing operations in India in 2017 with the iPhone SE.

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