Apple set to cut iPhone production goals due to chip crunch

Debby Wu, Bloomberg:

> Apple Inc. is likely to slash its projected iPhone 13 production targets for 2021 by as many as 10 million units as prolonged chip shortages hit its flagship product, according to people with knowledge of the matter.
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> The company had expected to produce 90 million new iPhone models in the last three months of the year, but it’s now telling manufacturing partners that the total will be lower because Broadcom Inc. and Texas Instruments Inc. are struggling to deliver enough components, said the people, who asked not to be identified because the situation is private.

This is big news. We’re already seeing this report impact the stock price of companies in the Apple iPhone supply chain.

Whether or not it’s related to this specific “chip crunch”, we’re also seeing shipping delays for orders of most new Apple product. For example, the iPad mini 6 is pushed out more than a month. The Apple Watch Series 7, which is still in pre-order, is pushed out more than a month in the best case, with many models out much further.

It remains to be seen how this will impact a new M1X MacBook Pro, assuming that’s what’s coming in Monday’s event. But if I wanted one, I’d definitely be ready to go as soon as that pre-order window opened.

Apple struggling to keep up with increasing piracy of Apple TV+ content

MacRumors:

> Apple largely avoided the need to combat online piracy until the launch of ‌Apple TV+‌ in November 2019. Since then, ‌Apple TV+‌ shows and movies have proliferated throughout piracy sites across the internet.

And:

> From MacRumors’ findings, some of Apple’s most popular shows and movies have at least 2,000 active seeders on each major piracy site, going up to as many as approximately 125,000 seeders per title. Download trends broadly map to the popularity of Apple’s various shows and movies, with the likes of “Ted Lasso,” “The Morning Show,” and “SEE” garnering the most downloads.

A definite sign of traction for Apple TV+, a problem the Apple TV+ team is glad to be forced to deal with.

Enter the piracy enforcement partners:

> Streaming production studios and distributors, such as Netflix, Amazon Prime Video, and Disney+, have attempted to curtail the illegal sharing of movies and TV shows using specific enforcement partners who flag stolen content on their behalf. Apple has followed suit, inking working deals with multiple firms specializing in digital copyright protection, including Corsearch Inc. and OpSec Security. They operate by issuing DMCA takedown orders for pirated online content.

And:

> According to information accessed by MacRumors, Corsearch has issued more than 320,000 DMCA orders to Google, citing copyright infringement for ‌Apple TV+‌ content. These orders only stop Google from indexing flagged piracy sites and do little to curtail the actual hosting of pirated content. Delist requests on Apple’s behalf reached an all-time high on August 16 this year, with more than 8,500 requests to Google in a single day.
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> MacRumors tracked numerous domains and URLs used to pirate ‌Apple TV+‌ content and found that none were taken down by Apple or its partners over the course of a week. On the contrary, during this period, the website’s catalog of stolen ‌Apple TV+‌ content grew, sometimes within just hours of new episodes being released on ‌Apple TV+‌ itself.

Lots more detail in the article. A whack-a-mole problem with no real solution. But it shows there is a dedicated audience for Apple TV+ content.

Creator Bill Lawrence, on a possible 4th season of Ted Lasso

From The Hollywood Reporter podcast interview with Ted Lasso creator Bill Lawrence:

> “I’d love to the show to keep going but it’s going to only keep going as long as [Jason Sudeikis] feels like it’s a cool thing for him, not only to do creatively and professionally, but personally. People forget, it’s a dude with two kids and he is a great dad and to up your life over to London for half the year is tricky,” he says. “The cool thing about this show is when we started, we plotted out everybody’s beginning, middle and end of a three-season arc. I would say that this story is going to be over next year, regardless — even if the show finds another story to tell and goes on.”

That last bit seems a pretty big hint. The show was pitched as a three season arc, has always been seen as ending after that three season story ended. But now, sounds like we might see a new story arc emerge in a possible season four and beyond. Wishful thinking on my part?

Apple TV+ drops trailer for “The Shrink Next Door”

Will Ferrell, Paul Rudd, Kathryn Hahn and Casey Wilson. Script by Georgia Pritchett (“Succession”). Directed by Michael Showalter (“The Big Sick”).

Watch the trailer. I’m in. First three episodes drop Friday, November 12.