> A company having slightly lower margins does not seem like an actual issue.
> A company having slightly lower margins does not seem like an actual issue. It doesn't even sound like they would end up loosing money on this device just lower their own margin. It's more than just lower margins though, sounds like they're chowing through whatever stockpile of binned A18 chips they had earmarked for the Neo and once they're gone, they're gone. Replenishing A18 stock comes with the opportunity cost of sacrificing TSMC production to manufacture more A18s, but because they're using binned chips in the Neo, a fresh manufacturing run will produce A18s in whatever ratio that splits good chips with binned chips. Apple has no need for good A18s anymore, so they'll need to make a choice whether to handicap the chip so newer Neos match the marketed specifications and performance characteristics of other Neos of the same generation OR release a lacklustre out-of-cycle update to the Neo. Sounds like a logistical nightmare to be honest. They've been producing iPhones for nearly two decades now, their supply chain forecasts must be so well tuned to be almost perfect. That is, until the Neo.
Posted by ctippett on Apr 7, 2026, 9:09 PM
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Raise real-world problems, find people facing the same issue, and discuss solutions.2,000 issues0 comments
pricing (Other)
Yeah, the plan is far too expensive for what it provides.
NewCrashed demand after one of the big AI labs (probably Anthropic because they focus way too hard on expensive frontier models) become inso...
New/dev/random is much too expensive for this.
Yeah, this always bugged me.
A year ago, I had the opinion that it'd be too expensive for developers to support offline mode, peer to peer, or community servers after...
The weird thing about this product is that its biggest competitor is "an old ipad." I feel like most of their target customer base alread...
There's a talk from Travis Kalanick recently on a podcast about this.
>nobody ever bought German cars for their low prices, except the Beetle Huh?
> A company having slightly lower margins does not seem like an actual issue.
> A company having slightly lower margins does not seem like an actual issue. It doesn't even sound like they would end up loosing money on this device just lower their own margin. It's more than just lower margins though, sounds like they're chowing through whatever stockpile of binned A18 chips they had earmarked for the Neo and once they're gone, they're gone. Replenishing A18 stock comes with the opportunity cost of sacrificing TSMC production to manufacture more A18s, but because they're using binned chips in the Neo, a fresh manufacturing run will produce A18s in whatever ratio that splits good chips with binned chips. Apple has no need for good A18s anymore, so they'll need to make a choice whether to handicap the chip so newer Neos match the marketed specifications and performance characteristics of other Neos of the same generation OR release a lacklustre out-of-cycle update to the Neo. Sounds like a logistical nightmare to be honest. They've been producing iPhones for nearly two decades now, their supply chain forecasts must be so well tuned to be almost perfect. That is, until the Neo.
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