Technology - Google News

Apple could signal new coronavirus and chip shortage troubles ahead of iPhone 13 - CNET
AMD Led Workstation CPU Sales During June, Intel Loses Decade Old Lead - Wccftech
Google, industry experts push back on Play Store lawsuit led by Utah AG - Deseret News

Apple could signal new coronavirus and chip shortage troubles ahead of iPhone 13 - CNET

Posted: 26 Jul 2021 05:00 AM PDT

The coronavirus could be making a comeback despite vaccination efforts.

Image by Pixabay/Illustration by CNET

Many people throughout the US have opted not to get a life-saving COVID-19 vaccine, despite its widespread availability throughout the spring and summer. Now, as we head into the fall, coronavirus cases and deaths are ticking up across the US, raising alarms with health officials and, apparently, Apple too.

The tech giant's already told employees it's delaying return-to-office plans until October at the earliest, mirroring moves from 2020 when companies began shifting schedules in response to worsening conditions. Apple was one of the first major companies to warn about disruptions from the coronavirus back in February of last year, a full month before the World Health Organization declared the pandemic and governments around the world started instituting lockdowns.

On Tuesday, it may take another more public step when CEO Tim Cook is inevitably asked questions about the pandemic by Wall Street analysts following the release of the company's fiscal third-quarter results. And more eyes than usual may be on Cook as he speaks.

Apple's fiscal third quarter, which falls in the spring months ended in June, is typically the last earnings release before the company announces its next slate of iPhones. But last year at this time, Cook & Co. warned investors the iPhone would be delayed "a few weeks" from its typical September launch. There's good reason to believe Apple could pull a repeat performance, due to the combination of deepening coronavirus cases around the world and warnings from major chip buyers and manufacturers that product shortages may stretch another year or more.

"We have a long way to go yet," Pat Gelsinger, head of chipmaking giant Intel, told the Wall Street Journal last week.

Apple's still expected to report $1 of profit per share, according to analyst surveys published by Yahoo. That would amount to a jump of 50% from the same time a year ago, off nearly $73 billion in revenue.

But larger questions still remain about the coronavirus and the potential disruptions it could cause.

Apple's helped fight coronavirus with new features in its phons, like a list of places to get COVID tests and vaccines.
Apple

Charting a path

While Apple's short-term plans may change due to COVID-19, analysts say they're closely watching its newest iPads, Mac computers and subscription efforts. For years, Apple's fate has been tied to the iPhone, which typically represents about half of the company's annual revenue. But in 2019, Apple started launching new subscription services, including its $5 per month Apple TV Plus for movies and TV, $5 monthly Apple Arcade for games and, last year, Apple Fitness Plus workout classes for $10 per month.

Each has received positive reviews, topped by Apple TV Plus earning 35 Emmy nominations earlier this month, led by its breakout sports comedy Ted Lasso.

Apple's subscriptions have grown to represent almost half of the company's overall services business, adding to its already popular App Store and iTunes music and movie store businesses. "We think services trends could trend more like a recurring revenue stream with less seasonal volatility in the coming years," analysts at Cowen wrote in a report to investors earlier this month.

The newest iPads and Mac computers are also garnering positive response. CNET Editor Scott Stein says Apple's home-grown M1 chips are "a leap up" and "dripping with power." And consumers are buying so many of the devices that Apple said it's struggling to keep them in stock.

Apple said it didn't know how long it would struggle to meet demand, but it expects to be "supply-gated, not demand-gated" for the foreseeable future. Loup Ventures analyst Gene Munster said in a blog post that he expects Apple will catch up to demand by the fall, "which leads us to believe the best days are still ahead for Mac and iPad."

In the meantime, the larger answers about the coronavirus are still unclear. The federal government is continuing to advocate for vaccines, and a potential full FDA authorization for the injections is expected in the coming months. "The vaccine is free, safe and effective," President Joe Biden said in June. Apple CEO Cook's anxiety about the future may be a result of whether anyone's still listening.

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AMD Led Workstation CPU Sales During June, Intel Loses Decade Old Lead - Wccftech

Posted: 26 Jul 2021 05:43 AM PDT

Puget Systems, a custom PC building company out of Auburn, Washington, posted their most recent sales and distribution reports for both their Intel and AMD workstation builds. One of the reports posted showed that in six out of ten custom computers sold, AMD CPUs were present compared to Intel CPUs. Puget Systems had removed AMD CPUs for a period of time starting in 2015 due to the popularity of AMD CPUs being very poor.

AMD Workstation CPUs Lead Over Intel Offerings In June, Reports Puget Systems

Puget Systems Head Product Developer William George wrote in the company's blog five days ago about the change that the company noticed after reviewing their June sales data. In the total workstations that were sold in June, AMD processors were more prevalent in sixty percent of the workstations sold, where Intel was at forty percent.

This was a slight increase for AMD in comparison to the data pulled from February 2021. George and the rest of Puget Systems speculate that Intel may fall further behind after pulling July's sales numbers.

Other websites are also showing a trend in an increase in AMD CPUs selling above Intel CPUs. Popular online shopping site Amazon shows that Ryzen processor models are in a higher quantity compared to Intel in their Top 10 Best Sellers in Computer CPU Processors List. Even with the demands on TSMC to process more CPUs, AMD appears in eight of the ten spots. Intel's i5-10600K CPU does not appear in the Top 5. In fact, the first Intel processor doesn't show up until spot number seven.

AMD did see a loss in June for the Steam Hardware Survey. In fact, TechSpot reports that it was "a decline of -1.72%." They also remind readers that the last time AMD had a loss was in December 2020. From that point until June, they had increased sales.

About Puget Systems

Puget Systems is based in the Seattle suburb of Auburn, WA, and specializes in high performance custom built computers. We emphasize customization over every aspect of each computer, offering personal consulting and support that is becoming quite rare in the industry. Our goal is to provide each client with the best possible computer for their needs and budget.

Source: Puget Systems, TechSpot

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Google, industry experts push back on Play Store lawsuit led by Utah AG - Deseret News

Posted: 25 Jul 2021 08:54 PM PDT

In a political landscape that continues to roil with partisan bickering and hostility in Utah and across the country, finding even a small plot of common real estate is an increasingly remote prospect.

But a new Pew Research survey found the reddest Republicans and bluest Democrats share a boogeyman they would all like to see reined in.

U.S. Big Tech companies.

And that's a meme that hasn't been missed by elected officials on both sides of the aisle who are engaged, at the highest level ever, in efforts to address perceived issues with the conduct of U.S tech companies through a torrent of regulatory, legislative and legal efforts.

Utah is playing an outsized role in a few of those proceedings, including a handful of federal lawsuits that have put some of the biggest tech platforms in the crosshairs.

Earlier this month, Utah Attorney General Sean Reyes announced his office is co-leading a new lawsuit targeting Google and its alleged anti-competitive practices in how the company runs its Play Store, the No. 1 app distributor for phones that operate on another Google product, the Android operating system.

The action marks the third multistate suit that includes Utah among plaintiffs attempting to take U.S. Big Tech companies to task for alleged abuses of market dominance. The other filings are against Facebook, and another Google suit that is focused on the company's search functions. While a federal judge dismissed the complaint against Facebook last month, the case is still alive and could resume if an amended complaint is filed. Reyes wasn't able to cite the costs, so far, of the various lawsuits but said it was likely in the "hundreds of thousands" of dollars.

Reyes said Google is gouging consumers and small businesses by charging unfair commissions, in some cases up to 30%, on things like in-app purchases and upgrades for popular games.

"Google is using its hyper-dominant market position to unlawfully leverage billions of added dollars from small companies and consumers," Reyes said in a press briefing. "We believe these are monopolist actions that need to be addressed immediately."

Reyes said his office has heard numerous complaints from Utah consumers, Utah businesses and businesses outside the state about the impacts of Google's fees, which he said far exceed the more market-appropriate commission rates of 2%-3% charged by other, but smaller, app distributors. He also called out the company for manipulating the Android system to perform poorly when running programs sold outside Google Play, also sometimes referred to as the Play Store, compelling developers to play by Google's rules.

Google says the allegations are misguided and that Google Play operates in a way that is more open than competitors and chooses not to "impose the same restrictions as other mobile operating systems do."

In blog post published on July 7, the day the new lawsuit was filed, Wilson White, Google's senior director of public policy, wrote that Google Play operates in an environment that is rife with competitors, including some like Apple's App Store that outpaces it when it comes to revenues.

"So it's strange that a group of state attorneys general chose to file a lawsuit attacking a system that provides more openness and choice than others," White wrote. "This complaint mimics a similarly meritless lawsuit filed by the large app developer Epic Games, which has benefitted from Android's openness by distributing its Fortnite app outside of Google Play."

It's worth noting that since this blog entry posted, Epic Games' federal lawsuit against Google has been joined with the action Utah is co-leading.

James Czerniawski, tech and Innovation policy analyst at the Utah-based libertarian think tank Libertas Institute, also sees issues with the latest filing against Google, which includes some three dozen state attorneys general as Utah's co-plaintiffs.

A closer look at the overall app seller market, Czerniawski said, reflects that some of the claims in the filing, including outsized commission rates, simply don't hold up.

"The 30% commission, despite AG Reyes' claim, is not anti-competitive," Czerniawski said in a statement. "It is in fact within the perfectly normal range for what you would expect from a store. Whether you look at Valve's Steam Store, Sony's Playstation Store, Microsoft's store for Xbox (even their pc Windows store up until recently), Amazon, and Samsung's Galaxy store, the commission rates are all in that 20%-30% range.

"It is also worth noting that Google, Apple and Microsoft all announced some form of commission rate policy adjustments. This is putting downward pressure on that 30% commission rate and it would not be surprising if that top-level rate declines in the future."

Czerniawski also noted Reyes and his co-plaintiffs shouldn't be so quick to discount the legal reasoning behind the federal court's dismissal of the complaint against Facebook.

"While Attorney General Reyes is correct in his determination that the outcome of the FTC and States versus Facebook does not necessarily have a direct impact on his pending litigation in this case or others, as those cases are looking at different questions, he is not necessarily in the clear either," Czerniawski said. "The FTC lost to Facebook in part because the federal judge correctly identified that the FTC and state AGs failed to demonstrate actual evidence that was legally sufficient to justify their complaint of antitrust violations.

"The reason that matters for this litigation and the other pending litigation is that Attorney General Reyes and others will have to do a far better job of demonstrating harm to consumers if they want these cases to be taken seriously by a court of law."

Czerniawski said he was keeping a rough tally of federal legislative activity focused on the conduct of U.S. tech platforms and noted dozens of proposals currently focused on either rules that govern social media management, like Section 230 of the Communications Decency Act of 1996, or changes to standing federal antitrust regulations.

While data gathered in the new Pew report focused on the sentiments of respondents when it comes to social media platforms, it provides further evidence that consumers, regardless of political affiliation, are mostly harboring bad feelings about the conduct of Big Tech companies.

In a survey conducted in late June that included responses from over 4,700 U.S. adults, Pew found Americans mostly suspicious when it comes to how big tech companies operate.

"A majority of Americans think social media companies have too much power and influence in politics, and roughly half think major technology companies should be regulated more than they are now," the report reads, which comes as four major tech executives prepare to testify before Congress about their firms' role in the economy and society.

While the majority of both Republicans and Democrats in the survey registered qualms about social media platforms, Pew's data also reflects some differences between party members.

The report found that "roughly 8 in 10 Republicans and Republican-leaning independents (82%) think these companies have too much power and influence in politics, compared with 63% of Democrats and Democratic leaners. Democrats, on the other hand, are more likely than Republicans to say these companies have about the right amount of power and influence in politics (28% vs. 13%). Small shares in both parties believe these companies do not have enough power."

Utah-specific polling done in February of this year also found wide skepticism about tech firms, and a similar partisan difference with Beehive State Republicans more cynical than their Democrat neighbors.

For its part in the latest legal activity, Google says the vast majority of app sellers pay no commission at all and points its corporate finger at big developers as the fount from which the grievances are flowing.

"This lawsuit isn't about helping the little guy or protecting consumers," White wrote in his blog post responding to the Google Play lawsuit. "It's about boosting a handful of major app developers who want the benefits of Google Play without paying for it.

"Doing so risks raising costs for small developers, impeding their ability to innovate and compete, and making apps across the Android ecosystem less secure for consumers."

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