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    Apple announces new iPhone SE, Mac Studio, M1 Ultra, and more

    enMarch 11, 2022

    Podcast Summary

    • Apple's Peak Performance Event and Tech Industry's Response to Ukraine ConflictApple introduced new products at its first major in-person event since the pandemic, while tech companies respond to the Ukraine conflict with content filtering and service shutdowns. Deloitte stresses the importance of combining business knowledge and innovative technology for future business visions, and Canva's AI tools demonstrate this potential.

      Apple held a peak performance event this week, introducing new products such as the iPhone SE, iPad Air, Mac Studio with M1 Ultra, and Studio Display. Meanwhile, in the tech world, the war in Ukraine has led to significant tech company actions, including content filtering and service shutdowns. The event marked Apple's first major in-person gathering since the pandemic began, and while some anticipated the unveiling of AR glasses, it remained a medium-sized event focusing on the announced products. Deloitte, a business solutions provider, emphasizes the importance of merging business acumen and innovative technology to help businesses build their vision for the future. Canva's AI tools offer a glimpse into the potential of such advancements, allowing users to generate slides and content quickly. The VergeCast team also covers the deep and complex policy issues surrounding the war in Ukraine and its impact on tech companies and speech regulations.

    • Apple unveils new iPhone SE with A15 Bionic chip and 5G supportApple's new iPhone SE features the A15 Bionic chip, 5G connectivity, and a similar design to the older model. The new processor enhances performance, including camera capabilities, while the price increases by $30.

      Apple introduced the new iPhone SE with the A15 Bionic chip, making it the best A-series chip available. The iPhone SE also supports 5G, but not millimeter wave. The design remains the same with a 4.7-inch LCD screen, home button, and single camera unit. The new processor should improve the camera performance, but don't expect dramatic changes. The iPhone SE is now $30 more expensive due to the inclusion of 5G technology. Additionally, Apple announced the M1 Ultra chip, the last of the M1 family, which will be used in the new Mac Studio computer and a new display.

    • Shift from Millimeter Wave to Mid-Band Spectrum for 5GVerizon and AT&T focus on mid-band spectrum for 5G rollout, offering better coverage and faster speeds than millimeter wave. Recent spectrum auction and FCC/FAA developments allow for mid-band networks launch, helping U.S. compete in international esports scene.

      The millimeter wave 5G technology, which was once touted as the next big thing by Verizon and other carriers, has been largely discredited due to its limited range and slow speeds. Instead, mid-band spectrum, such as the C-band, is now seen as the more viable and effective solution for 5G rollout. AT&T and Verizon are currently focusing on this technology, which is compatible with their networks and offers better coverage and faster speeds than millimeter wave. The recent spectrum auction and FCC/FAA developments have allowed for the slow launch of mid-band networks, with Verizon redefining "5G ultra-wideband" to include both millimeter wave and mid-band spectrum. The importance of this shift is highlighted by its impact on the international esports scene, where countries with better internet infrastructure have an advantage. The U.S. needs to upgrade its networks to compete, and the recent developments in mid-band spectrum are a step in the right direction.

    • The shift from millimeter wave to C-band for 5G ultra widebandVerizon can now claim iPhone SE as a 5G ultra wideband device without millimeter wave support, ending their push for it, due to the industry's shift towards C-band rollout.

      The meaning and marketing of "5G ultra wideband" have changed from millimeter wave to C-band, leading to consumer confusion and potential price discrepancies. For instance, Verizon had been insisting on millimeter wave support for certain phones, leading to higher prices or compromises. However, with Apple's new iPhone SE not supporting millimeter wave but having C-band, Verizon can now claim it as a 5G ultra wideband device, effectively ending their push for millimeter wave. This shift likely occurred due to the rollout of C-band, which may have delayed the release of the iPhone SE if not available. The industry has been promising transformative 5G capabilities for years, with some early hype even suggesting competition with AWS. However, the reality has been a long-lasting debate over millimeter wave versus C-band, leaving consumers uncertain about the true meaning and benefits of 5G.

    • 5G Hype Falls Short of ExpectationsDespite increased prices, 5G has failed to deliver significant new applications or revenue, with the focus on mid-band networks offering only slightly faster speeds. Consumers struggle to determine actual 5G usage and are skeptical due to lack of benefits.

      The 5G technology hype has not lived up to expectations, with no significant new applications or revenue generated, despite increased prices for phones and plans. The promise of 5G revolutionizing industries like healthcare and telecommunications through advancements like self-driving robot surgery and disintermediating cloud services has not materialized. Instead, the focus has been on mid-band 5G networks, which offer slightly faster speeds but have not convinced most consumers to upgrade. Additionally, it's challenging for consumers to determine the actual 5G network they're using, making it difficult to gauge the value of the higher prices. The lack of substantial benefits and continued price increases have led to skepticism and frustration among consumers.

    • 5G's Promise vs. Reality for Rural AreasDespite the hype, 5G's impact on rural areas is still limited due to economic and infrastructure challenges. New technology advancements continue to push boundaries.

      Despite the hype around 5G and its potential transformative impact, the reality for many people, particularly those in rural areas, is still far from the promised land of fast and reliable internet connections. The speaker shares his personal experience of being underwhelmed by the speed difference between his car's built-in 5G and regular connections. He also highlights the challenges faced by those in rural areas who still rely on outdated technology to stay connected. Furthermore, the speaker argues that the infrastructure required to support the high bandwidth needs of future technologies like VR headsets makes it economically unfeasible to extend 5G to rural areas. However, the conversation shifts to the new iPad Air, which features Apple's M1 chip and 5G connectivity, offering impressive performance for its price point. Despite the ongoing challenges with rural connectivity, the advancements in technology continue to push the boundaries of what's possible.

    • New iPad Air: A versatile and powerful tablet with overlapping features with iPad ProThe new iPad Air offers a powerful and versatile tablet experience with iPadOS, but its limited base storage and lack of advanced features like ProMotion screen, Face ID, and M1 chip make it less suitable for heavy users compared to the iPad Pro.

      The new iPad Air, with its 10.9 inch screen and iPadOS, is a powerful and versatile tablet that is compatible with the same accessories as its predecessor. It's a great option for those who want a lightweight device and don't need a larger screen or more capable operating system of a laptop. However, it may not be suitable as a sole computing device for heavy users due to its limited base storage. The iPad Air now overlaps with the iPad Pro, with the only significant differences being the ProMotion screen, Face ID, second rear camera, LiDAR sensor, and additional cameras and speakers. The price difference between the two is small, but the iPad Pro offers twice the storage in its base model. The iPad Air's base storage remains at 64GB, and upgrading to 256GB costs $150, making the Pro a more attractive option for those willing to spend a little more. The Mini LED display and M1 chip rumored for the iPad Pro in the future may further blur the lines between the two devices.

    • Apple prioritizes iPhone chip productionApple strategically allocates chip production to prioritize iPhones over other devices due to high demand and longer development lifecycle.

      Apple is strategically managing its chip production to prioritize iPhones over other devices like the iPad Mini, due to high demand and the longer development lifecycle of the M1 chip. This theory is based on the fact that the Mini is hard to get and there have been reports of Apple diverting production towards iPhones. Additionally, some speculate that Apple may eventually merge iOS and iPadOS, but there is no evidence to support this claim. Overall, Apple's focus on the iPhone and the M1 chip suggests a continued prioritization of its flagship product line.

    • Apple's Persistence in Selling Multiple DevicesApple remains committed to selling Macs and iPads separately, with the Mac targeting pros and the iPad for consumers. They are not in a rush to release a folding device, and new form factors may not be the primary driver for device switches.

      Apple is committed to selling multiple devices, including Macs and iPads, and is not in a rush to blur the lines between them. Despite efforts to make the Mac less desirable, such as adding a terrible keyboard or removing ports, Apple has persisted in producing the Mac as a professional platform. The vision of Apple is to continue selling more computers, with the Mac being the go-to device for pros and the iPad for consumers. The prediction is that it may be a few years before Apple releases a folding product, and they may not feel pressure to do so as they continue to see record sales. The belief is that new form factors are what drive people to switch devices, but the recent release of the Mac mini may delay this timeline.

    • Apple's new Mac Studio and Studio Display cater to long-standing demands for a powerful, IO-rich computerApple's Mac Studio and Studio Display meet consumer demands for a mid-range, powerful computer with abundant IO, leading to increased sales and new customers.

      Apple's new Mac Studio and Studio Display have generated significant excitement due to their powerful chips and abundant front-facing ports. This is a departure from Apple's previous offerings, as people have long requested a mid-range, powerful computer with a lot of IO that they can bring their own monitor and keyboard to. Apple's strategy seems to be delivering products that people have wanted for years, as evidenced by the success of their M1 Pro 16-inch MacBook Pro. The Mac Studio, a tall Mac mini that looks like a toaster, is Apple's first foray into this category since the G4Q, over 20 years ago. The demand for such a product has been consistent since the 90s, and Apple's delivery on it has led to a surge in new customers. Additionally, the continued importance of iMessage in American discourse and the role it plays in keeping users within the Apple ecosystem was discussed. Overall, Apple's ability to connect with consumers by delivering desired products and maintaining a strong ecosystem is a key factor in their success.

    • Apple's New Powerful Workstation: Mac StudioApple introduces Mac Studio, a powerful workstation with M1 Max chip, crystal clear enclosure, and improved cooling system. Base model starts at $2,000, with M1 Ultra starting at $4,000.

      Apple has released a new product, the Mac Studio, which is a powerful workstation computer. This device is suspended in a crystal clear enclosure and is the first Apple product in a category that people have demanded for 20 years. The Mac Studio is a successor to the iMac Pro and is paired with the Studio Display. The Mac Studio comes with the M1 Max chip, which is the same as the one in the 16-inch MacBook Pro, and the base model costs $2,000. There's also a new chip called the M1 Ultra, which is effectively two M1 Maxes stitched together, and the base model of this configuration starts at $4,000. Apple has improved the cooling system, with vents on the back and two fans, to avoid the issue of overheating from blocking vents. The Mac Studio uses ultra fusion tech, which is different from the chiplet design that other companies are using, and is similar to AMD's Infinity Fabric. This technology allows Apple to stitch two processors together, making the Mac Studio a powerful workstation computer.

    • Apple's M1 Ultra chip: A game-changer for high-end offeringsApple's M1 Ultra chip features a unified memory architecture and ultra-fast communication between chiplets, potentially offering significant improvements in memory-intensive tasks, but the practical implications remain to be seen.

      Apple's M1 Ultra chip, with its revolutionary unified memory architecture and ultra-fast communication between chiplets, is aiming to compete with high-end graphics cards like the Nvidia RTX 3090. Apple's claims of superior performance are difficult to verify due to a lack of clear testing methods and information about the specific systems being compared. However, the technology itself is intriguing, as Apple's ability to abstract the chiplets into one unified interface allows for a large pool of shared memory that no other company has been able to offer before. This could lead to significant improvements in memory-intensive tasks, but it remains to be seen how Apple will manage memory allocation in practice. Overall, the M1 Ultra represents a bold step forward in chip design and a potential game-changer for Apple's high-end offerings.

    • Apple's M1 Studio: A Powerful Desktop with Unique Memory SetupApple's M1 Studio features a unique memory setup with two M1 Max chips, providing more memory and faster communication between Thunderbolt ports for professional use, while the Mac Pro remains the only chip with an AMD GPU or M2 chip.

      Apple's new M1 Studio is a powerful professional desktop machine, starting at 32GB of memory, which is more than most base models. Apple is aware of the memory-hungry nature of professional work and has made the M1 Studio's memory setup unique by combining two M1 Max chips, creating one super-fast processor with twice the headroom for memory. This setup also offers more Thunderbolt ports and faster communication between memory lanes. Apple has clarified that this is not a replacement for the Mac Pro and that the only chip left in the M1 family is the Mac Pro, which may feature an AMD GPU or an M2 chip. The Ultra Fusion technology, combining two M1 Max chips, offers benefits similar to having two processors but with the advantages of one fast processor. It's unlikely that Apple will create a Mac Pro with more than two M1 Ultra chips, as they have stated that there will be no other chips in the M1 family.

    • Apple's New Mac Pro Focuses on Expansion and High-Bandwidth IO for ProfessionalsApple's new Mac Pro is expected to address the needs of professional users by prioritizing expansion slots and high-bandwidth IO, with USB-A and Thunderbolt ports, HDMI, and SD card slot included.

      Apple's upcoming Mac Pro is expected to prioritize expansion slots and high-bandwidth IO for professional users, who require specialized hardware for their work. The Mac Pro is rumored to have USB-A and Thunderbolt ports, as well as HDMI and SD card slot, catering to the needs of both consumers and professionals. The lack of USB-A ports on the M1 iMac was criticized, and Apple seems to be addressing this issue by including USB-A ports on the Mac Pro. The discussion also touched upon the ongoing debate about USB-C vs USB-A and Apple's belief that consumers primarily use wireless connections. However, professionals often require a large number of ports to connect various peripherals, and Apple's current offerings may not meet their needs fully.

    • Apple's new Mac Studio: A high-performance desktop without docks or peripheralsThe Mac Studio offers abundant Thunderbolt ports and a powerful M1 Ultra chip, making it a game-changer for high-performance desktop computing. The Mac Mini, though overlooked, remains a viable option for larger displays or more processing power at a more affordable price.

      Apple's new Mac Studio with its abundant Thunderbolt ports and powerful M1 Ultra chip is a game-changer for those seeking a high-performance desktop computer without the need for additional docks or peripherals. Another key point is the Mac Mini, which has been overlooked, remains a viable option for those wanting a larger display or more processing power, offering a more affordable alternative to the Mac Studio. Apple's product lineup now bridges the gap between consumer and professional offerings, providing options for various use cases and budgets.

    • Apple increases iMac screen sizes, sparks controversy over pricingApple's larger iMac screens are in demand, but the high cost of the Studio Display sparks debate

      There's a growing demand for larger screens in computing devices, particularly among consumers. Apple, in response, has been gradually increasing the size of its iMac screens, making the 24-inch model the new standard. However, for those seeking even larger displays, Apple's offerings can become quite expensive, with the Studio Display costing $1,699. This has sparked controversy, with some arguing that the price is too high for what's offered, while others see it as a worthwhile investment. The discussion also touched on the broader issue of housing affordability and its impact on consumers' ability to upgrade their technology setups.

    • Apple's new Pro Display XDR monitor: Impressive image quality with some limitationsApple's latest monitor offers high resolution and color accuracy, but lacks advanced features like touchscreen and iPadOS support, and uses the same backlight technology as previous models.

      Apple's new Pro Display XDR monitor is a significant upgrade in terms of resolution and color accuracy, but it uses the same backlight technology as previous models, and it incorporates an A13 chip for running the camera and speakers. This monitor is not expected to offer the same level of advanced features as Apple's M1 Macs, likely due to chip shortages and cost efficiency. The monitor does not support touchscreen or iPadOS, and it remains to be seen if it can be hacked to run iPad apps. Despite its limitations, the Pro Display XDR's impressive image quality and integration with Apple's ecosystem make it an attractive option for professionals.

    • Apple's high-end monitor with advanced featuresApple's Pro Display XDR offers advanced tech, iPhone-quality webcam, Thunderbolt input, and Siri integration for $1,600

      Apple's new Pro Display XDR, while expensive, offers advanced technology and integrated features not found in other high-end monitors. The $1,600 price tag is steep, but the inclusion of an iPhone-quality webcam, Thunderbolt input, and Siri integration justify the cost for some users. However, the lack of HDR and smaller size compared to current offerings may deter some potential buyers. Additionally, the absence of a cheaper version without the webcam could be a missed opportunity for Apple to broaden its market. Overall, the Pro Display XDR represents Apple's commitment to delivering premium products with unique features.

    • Apple TV Plus enters sports streaming marketApple TV Plus enters sports streaming market, offering some games for free, reaching wider audience, and boosting services revenue

      Apple TV Plus is entering the sports streaming market, which could be a game-changer for the platform. Sports are known to be the most popular and stickiest content for streaming services, attracting large audiences and keeping them engaged. Apple's entry into this space comes despite the uncertainty surrounding the baseball season. The company is reportedly offering some games for free, but details about the number of games, blackout dates, and types of games are still unclear. Some industry experts believe Apple's move into sports is a strategic one, as it helps them reach a wider audience and boost their services revenue. Google, on the other hand, made some significant announcements for Android tablets and messaging apps, while the Steam Deck now runs Windows and the first QD OLED screen is shipping in the form of a gaming monitor. The name of a company called "Nothing" made headlines for an unexpected reason, and Peloton and Oculus integrated themselves into Apple Health, marking a shift towards interoperability and user convenience. Overall, this week saw several notable developments in the tech industry, with companies making strides in various areas from streaming to gaming to productivity tools.

    • Exploring Affordable Hardware and New OpportunitiesCEOs of Raspberry Pi and Meta/Oculus discuss cost-saving measures and innovation through affordable hardware and virtual reality technology, while Creative Makers Week highlights inspiring stories of makers in various fields.

      Companies, including Meta and Oculus, are focusing on cost-saving measures and exploring new opportunities to innovate and grow. During Decoder this week, the CEO of Raspberry Pi, Evan Upton, shared his perspective on the importance of creating affordable hardware that inspires the next generation of software programmers. Meanwhile, Meta and Oculus are looking to the future by exploring virtual reality technology and potentially entering the crypto space. Additionally, Creative Makers Week on the site showcased inspiring stories of people making things, from tin-type photography to software development. Next week on Decoder, the CEO of WordPress, Matt Mullenweg, will be featured. Overall, the tech news cycle is in full swing, and there's no shortage of exciting developments to keep up with. Stay tuned for more.

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    The Vergecast
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