Apple After Jobs

The week after Steve Jobs died I was in Palo Alto and the question being asked was: ‘How will it affect Apple?’

The received wisdom seemed to be that it wouldn’t affect Apple for three or four years because the product plans were all in place.


However the launch last week of a heavier, hotter, thicker iPad with shorter battery life has set a lot of people thinking: ‘Would Jobs have launched it?’


There was no need to launch a new iPad so soon – 12 months – after the last one.


The benefit of a higher resolution screen is negatived by the lower resolution of most of the images on most Web-sites, while high-res video is going to suck money from cellular accounts based on data usage.


LTE seems ahead of the connectivity game while Jobs was usually unfashionably behind the  cellular connectivity game. Most of the world is still very happy to encounter a 3G signal.


And who’s going to use a device weighing 1.46 lbs to take many pictures with the 5 Mpixel camera?


On the financial front, buying back shares and paying dividends look like a sop to Wall Street – an influence which Jobs appeared to resist.


It doesn’t bode well.

Tags: Apple, battery life, money, steve jobs

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  1. Mike Bryant
    March 27, 2012 23:45

    …. or worse ! :-)

  2. David Manners
    March 27, 2012 23:12

    Well for several decades a lot of the sales guys have been PhDs and they’re still called sales guys.

  3. Mike Bryant
    March 27, 2012 17:26

    Only thing is since they are generally PhDs you can’t call them ‘operators’ any more. :-)

  4. David Manners
    March 27, 2012 11:07

    There are a great many ‘operator’ job vacancies currently being advertised for a breed which you consider extinct [Anonymous] you seem to confuse wafer transport with the supervision of the tools.

  5. Anonymous
    March 27, 2012 09:38

    You are out of touch Mr Manners. You will not find too many “operators” in a modern 300mm fab, let alone a future 450mm beast. Those large wafers are very heavy you see. Operator duties are done by machines and robots, it is amazing to watch.
    However there are technicians and engineers in abundance; busy keeping the machines tuned and targeted on razor sharp process windows.
    450mm for Ireland eh …

  6. David Manners
    March 26, 2012 16:22

    Now that is an interesting thing, Mike, what a coup for the Irish that would be – and what a great reason for the EU to invest in 450mm technology to supply future Apple fabs with 450mm tools. And, of course, thanks to Intel, there’s loads of well-trained fab technicians and tool operators in Dublin.

  7. Mike Bryant
    March 26, 2012 15:09

    An interesting thing about Apple is that a lot of their cash pile is in overseas accounts and so cannot be paid back to Wall Street. But it could be used to build a fab in Ireland which is where control of a lot of the money ‘sits’. Exporting wafers and finished chips around the world might help them repatriate some more of the cash without the US revenue wanting their cut.

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