In reply to KirkBurgess. Yes, interesting. I missed the WSJ story with Apple's / Arizona's a...
https://www.asymco.com/2015/02/10/how-many-ios-devices-didwill-apple-ship/#comment-75335
In reply to Walt French. What about the "global command" data centre in Mesa?
https://www.asymco.com/2015/02/10/how-many-ios-devices-didwill-apple-ship/#comment-75321
In reply to simpler. It takes a single worker 9 hours to create the steel linked bracelet fo...
https://www.asymco.com/2015/02/10/how-many-ios-devices-didwill-apple-ship/#comment-75133
Is it accurate that bout 3/4 of all iOS devices shipped have been during Tim Cook's time as CEO? When I read something recently that pointed the math in this direction, it struck me as a real WOW...
https://www.asymco.com/2015/02/10/how-many-ios-devices-didwill-apple-ship/#comment-74987
In reply to Walt French. “The Watch seems a LOT simpler than an iPhone or iPad” I feel t...
https://www.asymco.com/2015/02/10/how-many-ios-devices-didwill-apple-ship/#comment-74833
Noting the chart above implies approximate correspondence for $10bil CapEx and 250mm iOS devices, or about $80 new CapEx for each iOS device sold in subsequent year. CapEx suggests a multi-year u...
https://www.asymco.com/2015/02/10/how-many-ios-devices-didwill-apple-ship/#comment-74787
In reply to Christian Peel. More accurately, I have no basis to doubt his carefully-consider...
https://www.asymco.com/2015/02/10/how-many-ios-devices-didwill-apple-ship/#comment-74786
In reply to Walt French. If the billion is for Samsung's S2 fab, that could correlate with i...
https://www.asymco.com/2015/02/10/how-many-ios-devices-didwill-apple-ship/#comment-74772
“This could be partly due to the new campus, the new Watch production ramp and perhaps new iPad models.” The new campus must be several months away from occupancy, and while it may hav...
https://www.asymco.com/2015/02/10/how-many-ios-devices-didwill-apple-ship/#comment-74767
In reply to Joel Teitelbaum. Not as such. The model is calibrated to measure iOS devices as ...
https://www.asymco.com/2015/02/10/how-many-ios-devices-didwill-apple-ship/#comment-74752