Hi, this is Wayne again with a topic “The Only Way Forward is Back”.
Eu will require replaceable batteries in all phones. Have you seen this? This is pretty exciting yeah. The European Council has officially decided that all phones sold in the EU will be required to have easily replaceable batteries by 2027, which a lot of times when this kind of stuff happens. It’S further back than that. That’S like actually pretty soon, there’s probably products currently in their development cycles.
That would line up for 2027.. So it’ll be interesting how this plays out but anyways. One goal of the new regulation is to increase longevity and repairability, but another is to make batteries more easily. Replaceable and create a circular economy for battery materials, like rare earth metals, discussion question.
To what extent will this affect how phones are designed outside of the EU? Is this an opportunity for smaller manufacturers or just large oems uh, all phones sold in the EU? That’S a lot of people: EU replaceable batteries – phones! Yes, do you think this will result in replaceable batteries outside of the EU? Yes or no because like if Apple wants to sell a phone in the EU? And this actually, like is a thing: they’ll have to have replaceable batteries in the EU. Are we going to go back to like EU and elsewhere models? Is this a big enough deal that Apple would just say? Okay, forget it no iPhones in the EU, Maybe like I, I feel like 450 million customers. If I’m, if I’m Apple, I’m kind of sitting here going, you guys are you guys can’t dictate how we build our products. I simply won’t allow it um, your your citizens want iPhones and so you’re just going to have to you’re going to have to yield. Do they do they try to play hardball here, because we already we already kind of see where they could go with the USBC thing right. They could just say: okay, forget it, then uh we’re just gon na go all Meg safe. All the time we’re gon na have no cables. That is, that is not even an improbable outcome, but if the EU really does say yeah, it has to be user serviceable easily replaceable. They want to create a circular economy for battery materials. Like rare earth metals, I don’t see a loophole for that.
One at least not an obvious one like there is with the USBC requirement like requiring everyone to use the same standard for cables. Well, we don’t have a cable, so, whatever we need it’s not applicable to us um, I I could see them trying to play hardball here. Apple doesn’t like to be pushed around.
No, they like to push around. That is a massive amount of money they’ll be losing though yes, but it’s like I. I looked up some stat counter website.
No idea how accurate is said about 35 percent of EU citizens have iPhones 35 450 million, but knowing that so much of Apple’s iPhone revenue is based on long tail App Store purchases. You know is this something where they just kind of play? A long game skip a generation to show they mean business, see if they drop it, see if uh and then and then the stupid generation thing is interesting. Support the older phones for longer to make sure that the customer base doesn’t Decay too much, because there’s no way the EU is going to be able to force them to make their old models that were created before, like whatever. So, if you keep selling the older.
So they keep selling old ones, it says all phones sold in the EU will be required to have easily replaceable batteries. Foreign. The timeline seems aggressive, that’s very aggressive, we’re halfway through 2023.. I guarantee you.
There are products that are currently in development. That would be really user can easily replace with no tools and no no expertise. I don’t know about that. One. I just don’t know if this seems realistic. I don’t know about the no tools thing. I don’t know if that’s even a good idea, because we had those those were flimsy phones for the most part.
I think I’m trying to remember with that said if the amount of engineering work that has gone into making these things disposable went into making them not flimsy and feel premium and have replaceable batteries, maybe they wouldn’t be flimsy, maybe they wouldn’t suck yeah fair enough. Not no tools, but no proprietary tools are our notes. Bad! That’S, a big difference! Okay, that’s great! Then! Okay! Well, then, that’s perfect, love, it fantastic.
We just have like screws like honestly. What’S wrong with screws, I don’t know. I would like to know lcdstore.com screwdriver when everyone fell out of level screws and why .