[HN Gopher] PlayDate Fulfillment Delayed
       ___________________________________________________________________
        
       PlayDate Fulfillment Delayed
        
       Author : gen220
       Score  : 114 points
       Date   : 2021-11-11 18:24 UTC (4 hours ago)
        
 (HTM) web link (lists.play.date)
 (TXT) w3m dump (lists.play.date)
        
       | exolymph wrote:
       | Hardware be that way under the best of circumstances, and 2021
       | certainly isn't the best of circumstances for physical
       | fulfillment. So it makes sense.
        
       | mfer wrote:
       | What I find interesting is the things you can't get chips for vs
       | the things that are shipping without issue that use chips.
       | 
       | Look at what's happened to the auto industry. Cars, which most of
       | the time have a need rather than being a toy or not needed, have
       | issues with chips.
       | 
       | But, IoT devices that are monitoring us to phone home with
       | surveillance on us see to not have a problem.
       | 
       | I'm sure I'm missing something. Am I wrong?
        
         | Klonoar wrote:
         | Automakers are notoriously looking for years-old chips because
         | they don't update their products the same way. I believe that
         | stock is just dead, more or less.
        
           | CamperBob2 wrote:
           | Dirty little secret: none of the leading-edge sub-10nm parts
           | are of any use whatsoever without peripheral, power
           | management, and analog parts built on those "dead" processes.
        
         | yjftsjthsd-h wrote:
         | Maybe IoT garbage can ship with just about any chip that will
         | run Linux, while cars need specifically certified components?
        
           | funnyflamigo wrote:
           | I don't think so because there's rarely a drop in replacement
           | unless you designed your board ahead of time for multiple
           | options (of course exceptions exist, there's drop in
           | replacements for many devices including the esp8266 I mention
           | below).
           | 
           | But for example, an ESP8266 hasn't really lost much value in
           | the past few years, and is unlikely to lose significant value
           | if it sat on a shelf for another few years, so they don't
           | mind a bit of an overstock.
           | 
           | Meanwhile the current year car model will lose a ton of it's
           | value when the next model comes out so they don't want to
           | risk over-stocking it.
        
           | MisterTea wrote:
           | Not only certified (e.g. ASIL*) but long term availability.
           | 
           | * https://en.wikipedia.org/wiki/Automotive_Safety_Integrity_L
           | e...
        
             | duskwuff wrote:
             | Which neatly explains why STM32 microcontrollers are in
             | such high demand -- most of their microcontroller portfolio
             | has a longevity commitment of at least 10 years.
             | 
             | https://www.st.com/content/st_com/en/about/quality-and-
             | relia...
        
               | baybal2 wrote:
               | Espressif also commits to 8 years exactly because they
               | want to capture lazy manufacturers.
        
         | protastus wrote:
         | The bigger the BOM, the higher the probability something is not
         | available, blocking the product from being fully manufactured.
         | 
         | Cars have bigger BOMs than IoT devices.
         | 
         | Given the long lead times, tech companies are scrambling to use
         | alternative chips: first finding something functionally
         | equivalent and pin compatible; that failing, qualifying
         | something close enough and redesigning PCBs with an updated
         | component footprint; last case scenario, porting FW to a
         | different chip and redesigning circuits to accommodate.
         | 
         | Traditional car companies largely rely on suppliers to redesign
         | electronics (at even greater cost and lead time). There's also
         | more liability with cars so last minute redesigns have to be
         | taken very seriously.
        
           | klodolph wrote:
           | I suspect that IoT devices also have a much shorter
           | turnaround when they need to redesign the board to use the
           | chips available.
        
             | livueta wrote:
             | Anecdotally I think this is right on the money. I've been
             | buying lots of LoRA hardware over the course of the year
             | and I think I'm up to 9 different permutations of the
             | "same" board via swaps of the LoRA SXnnnn/ESPnnnn/GPS Mn
             | units for whatever is currently available. Turns out to be
             | a good way of discovering firmware bugs.
        
           | atomicnumber3 wrote:
           | I'm guessing BOM doesn't mean Byte Order Marking here?
        
             | progman32 wrote:
             | Bill Of Materials
        
             | hervature wrote:
             | Bill of Materials - all the components required to build a
             | circuit
        
             | 19870213 wrote:
             | In this case, Bill Of Materials, as in a list of all chips,
             | resistors, capacitors and other electronic components.
        
             | [deleted]
        
         | suifbwish wrote:
         | This is partially true. Vehicles are needed but most of the
         | computing the modern ones do is completely unnecessary for the
         | primary function and purpose of the vehicle. There is really
         | nothing important I can do with my Tesla that I can't with my
         | 1980s Ford ranger. There are definitely important things I can
         | do with the old pickup truck that I can't do in the Tesla.
         | Until we reach a point where the car can legally drive you home
         | from the bar while you are passed out in the back most of the
         | stuff chips are used for in vehicles pretty much is for sales
         | purposes and turns it into a giant smartphone. Add in the whole
         | remote exploit thing about some of the models of different
         | 2000s models with dash computing that never get firmware
         | updates but still have remote network connectivity and it's
         | actually a pretty shitty idea overall until actual self driving
         | cars are a thing. Before anyone mentions that you can track
         | your car if it's stolen, it's important to remember most of the
         | thieves going after new cars will back up to the vehicle with a
         | metal box truck lined with some kind of faraday material then
         | pull your car into it.
         | 
         | Having an electric vehicle doesn't mean it needs the fastest
         | hardware. You can run the entire base mechanics sensors and
         | outputs of an electric vehicle on an Arduino with some extra
         | breadboards.
        
         | VLM wrote:
         | IoT are OK with high risk and move very fast with startup
         | mentality. You have qty zero of CPU model XYZ in stock and qty
         | essentially-infinite of CPU model ABC in stock? Our new
         | product, which will have zero support after shipping, will ship
         | with CPU ABC which is in stock.
         | 
         | Car mfgrs are in the risk adverse capital preservation mode and
         | it takes years for changes to be made. You only have model ABC
         | CPU in stock? Has that undergone enough approval and testing
         | processes to be an automobile ABS controller? No? Then we wait.
         | It'll take years for model ABC to be approved -or- similar
         | years for us to design a new brake controller system.
         | 
         | If you ship an IoT product its assumed it'll have zero
         | aftermarket support, be wide open to new security holes, and
         | probably stop working in a couple years at most. Cars are
         | expected to have parts available for 20 years, never be hacked,
         | and reliably operate in a life critical environment for
         | decades.
         | 
         | If the IoT temperature sensor is 2 degrees high, nobody cares
         | anyway, ship it and fix the software. If the automotive brake
         | controller only applies the brakes 99.9% of the time perhaps
         | because it has less memory so the stack crashes under weird and
         | rare conditions, it'll pass trivial levels of testing while
         | killing lots of people causing a financial and PR nightmare...
         | 
         | A better comparison to automotive would be aviation, or perhaps
         | ocean shipping.
        
         | judge2020 wrote:
         | Automakers effectively pulled the rug out from under their chip
         | suppliers by asking them to severely cut production, then
         | turning around and asking for a lot more than their original
         | quantity. In general, those suppliers canceled their supply
         | capacity with their factory partner, so when automakers turned
         | around and placed new orders, those factories already sold $xx
         | months of that factory time to someone else, making it hard for
         | the semiconductor manufacturers to get back to their own
         | production capacity and fulfill the auto industry's orders.
         | 
         | https://www.freep.com/story/money/cars/2021/06/15/car-chip-s...
        
           | Isthatablackgsd wrote:
           | I remember reading somewhere that automakers trying to get
           | the governments involved to have them to lean on the chip
           | suppliers to give the automaker the highest priority over
           | other clients.
        
           | TomVDB wrote:
           | You're exactly right.
           | 
           | Somebody at a major chip company told me that they went
           | looking for, and found, new customers after the automotive
           | customers canceled their orders.
           | 
           | So not only did the car companies ordered more than before
           | after they realized that demand was not dropping, even if
           | demand for them had returned to what it used to be, the total
           | demand from other customers is now higher too.
        
             | sroussey wrote:
             | Blame this on just-in-time supply chains where no one wants
             | to hold inventory. It's been MBA dogma for the last two
             | decades.
        
               | notananthem wrote:
               | Neither JIT nor many other things factors in "global
               | pandemic," but proper JIT that knows how to scale up/down
               | theoretically could handle things, its just the human
               | element that fucks up the system. Yeah beancounters are
               | beancounters but trying to blame JIT is really off
               | course.
        
               | kmonsen wrote:
               | Isn't the problem that is is not easy to scale some
               | things up and down? This sounds a lot like no true
               | scotsman.
        
               | sroussey wrote:
               | I disagree, respectfully. Not that I think everyone
               | should inventory a year of everything. But the ethos of
               | JIT is that you can treat your supply chain as if it's
               | infinite, and this keep it close to your projections.
               | 
               | Automotive got hit especially hard since any feature that
               | requires electrics has the microprocessor embedded in
               | that feature. Very cost effective-you don't ship extra
               | cpu power for unused features.
               | 
               | Tesla did the opposite though--centralized processing and
               | over allotted cpu cycles by also made it easy to upgrade
               | via software only.
        
             | depereo wrote:
             | TAM for semiconductors turned out to be wayyyyyy bigger
             | than the world's manufacturing capacity for semiconductors.
             | I don't know how this caught manufacturers by surprise, but
             | perhaps there's bottlenecks in talent, supporting industry
             | and infrastructure that I'm not aware of that would have
             | made additional expansion difficult previously.
        
               | colechristensen wrote:
               | There's just not flexibility built in to the supply chain
               | because flexibility adds cost.
               | 
               | When things go well this just in time manufacturing is
               | lauded as a huge money saver, when they aren't... you get
               | now.
               | 
               | The business of running everything to the wire on credit
               | and working "cost of capital" so much into business
               | decisions gets us here.
        
           | baybal2 wrote:
           | > Automakers effectively pulled the rug out from under their
           | chip suppliers by asking them to severely cut production
           | 
           | Automakers only make few percents of MCU market. Just the
           | most profitable one. Plus, a lot of MCU makers have own fabs.
           | 
           | It's very unlikely they took "months" of factory output. They
           | just got their small batches to wait until the tsunami wave
           | of mainstream part runs is done.
        
           | tshaddox wrote:
           | Why isn't the result of those actions that those auto
           | manufacturers either pay more or go without, rather than
           | _every_ buyer paying more and /or going without?
        
             | dlp211 wrote:
             | Because all capacity is being used. So it's not that
             | today's capacity costs more (this capacity was sold and
             | paid for months/years ago), it's future capacity that costs
             | more. Until there are more chip factories, this is going to
             | be an ongoing problem for the chip industry.
        
           | suifbwish wrote:
           | Sounds like someone at the car manufacturing has a shit ton
           | of IOT stocks and knew exactly what they were doing
        
             | floatingatoll wrote:
             | No, they're just being short-sighted and revenue-first.
             | Think about how the rental car companies sold their idle
             | car stocks and now can't rent cars reliably to anyone.
        
         | xadhominemx wrote:
         | This is just the quoted lead time. When the cycle eventually
         | turns, there will be an enormous wave of push outs and
         | cancellations and those who actually wanted the full order will
         | get the product much sooner
        
         | matwood wrote:
         | The Decoder podcast had on the CEO of Anker and he explained
         | (IIRC) that chips coming off of 12" wafers are impossible to
         | get, while chips from 7" wafers are plentiful. The problem is
         | recertification, which for autos can be a very long process.
         | 
         | Why that occurred is another question.
        
         | funnyflamigo wrote:
         | All the big industries got scared when COVID hit thinking
         | consumer spending was going to plummet so they drastically cut
         | orders.
         | 
         | Meanwhile the IoT space has been growing rapidly in the past
         | few years, and those suppliers didn't cut their orders. IoT
         | devices like the ESP8266 can sit in a warehouse for the next
         | few years before being sold for use in some smart lightbulb,
         | but automotives will lose their value as they become last
         | year's model.
         | 
         | With the supply chain disruptions and increasing consumer
         | spending automotive industries basically lost their reserved
         | spots are struggling to claw back their manufacturing and
         | shipping capacity.
         | 
         | So basically in this game of musical chairs the automotive
         | industries stood up while the IoT space stayed sitting, and
         | then the supply chain disruption removed the chair the
         | automotive industries had been sitting in before...
        
           | topper-123 wrote:
           | This doesn't serm right. The car manufacturers would surely
           | just buy their way into the front of the line, if it was just
           | this. Chips are a fraction of a car's value and the cost of
           | stopping car production lines must be a lot higher than
           | buying slots in s chip production facility.
        
             | CamperBob2 wrote:
             | "Buying your way to the front of the line" may work if it
             | involves paying $18 for a part that normally costs $15.
             | (Even so, the automakers will scream bloody murder over
             | much less.)
             | 
             | That's not what's happening. What's happening is that the
             | $15 part now costs $150, and is only available from sketchy
             | Asian brokers that aren't on anyone's list of approved
             | vendors.
             | 
             | The semiconductor houses had better unfuck themselves SOON,
             | or 2022 will go down in history next to 1929. I don't think
             | anyone understands how serious this situation is getting.
        
             | ElectricalUnion wrote:
             | > The car manufacturers would surely just buy their way
             | into the front of the line, if it was just this.
             | 
             | Those older nodes "chairs" that the automotive industry
             | used are less profitable in general. One doesn't simply
             | spin down and spin up a semiconductor fabrication plant.
             | 
             | >> the supply chain disruption removed the chair the
             | automotive industries had been sitting in before...
             | 
             | Replacing the (old) chair is easily in the billions of
             | dollars. Not everyone can foot that kind of bill.
        
               | topper-123 wrote:
               | In that case it was an incredibly stupid move for car
               | manufacturers to wind down orders for semiconductors,
               | even in the face of covid. The down side risk is huge.
        
             | [deleted]
        
         | xyzzy21 wrote:
         | The automotive industry presumed they were higher delivery
         | priority than they really were. By volume they were not thus
         | they had lower priority when things got squeezed.
         | 
         | The auto industry also had unreasonable chip reliability
         | demands - physics doesn't care that they wanted 30-year life
         | while also having 7-10 nm CPU performance - you can NOT HAVE
         | BOTH!
         | 
         | IoT is primarily NOT 7-10 nm performance nodes - AVRs and many
         | ARMs are not at that level - you can get by with larger
         | geometries which can be made on older processes. So not so much
         | shortage issues.
        
           | CamperBob2 wrote:
           | No, there are legitimate shortage issues, and the "Automakers
           | screwed up their forecasts" excuse is starting to wear
           | awfully thin.
           | 
           | Intel FPGAs aren't typically used in cars, for example, yet
           | we're seeing quotes of $500+ on parts that used to cost $50.
           | Lead times? "Don't ask."
        
             | katmannthree wrote:
             | Automakers more or less started the shortage, as a result
             | of that everyone is in squirrel mode buying up what they
             | can because they rightly fear having to reengineer and
             | revalidate every single production run. That our new
             | economy has a greater thirst for chips just compounds the
             | issue.
        
             | PeterisP wrote:
             | If there's a shortage and buyers willing to pay a premium
             | in one segment, it affects all other segments because at
             | least part of manufacturing capacity is interchangeable
             | (with switching costs, but those are bearable if someone
             | wants to pay) and it becomes profitable to randomly shut
             | down production of various niche parts to save some car
             | manufacturers arse, or have essentially a bidding war
             | between those niche parts or car parts in order to discard
             | any customers which aren't willing to pay increased prices.
        
         | jackpirate wrote:
         | I don't understand why car manufacturers haven't just started
         | remanufacturing some of their older (say 2010) model cars that
         | don't rely on so many computer chips. I'm sure there's lots of
         | costs to retooling their factories, and these less computerized
         | cars are going to be less desirable to most customers, but with
         | car prices currently 150% of what they "should" be, it seems
         | like it would be profitable for at least one company to go the
         | "low chip" route.
        
           | dlp211 wrote:
           | It takes close to a year to re-tool a factory for a different
           | auto model. The suggestion to just produce an older model
           | just doesn't make sense in time or money.
        
           | fmntf wrote:
           | My 2011 car has ECUs for: engine, brakes, ABS, air bag, air
           | conditioning, alarm. All of those are connected to a gateway,
           | that is another ECU. Do you want parking sensors? That's
           | another ECU. Multimedia? That's one or two. Cars of 2000 have
           | not much less ECUs. Consider also that components to build
           | such ECUs are now totally obsolete and out of production.
        
             | Aloha wrote:
             | My old 1997 Town Car has about as many controllers as my
             | 2011 Crown Victoria does (many of them are even the same
             | parts), and the 2021 300S I just ordered doesnt have many
             | more.
             | 
             | Though the 1997 Town Car, had many more controllers than a
             | 1997 Taurus for comparison.
        
           | YetAnotherNick wrote:
           | My guess would be they won't be regulatory compliant. Few
           | cars have already removed non essential things like touch
           | screen.
        
           | nradov wrote:
           | Some manufacturers already did remove advanced vehicle
           | features.
           | 
           | https://www.bloomberg.com/news/articles/2021-05-06/chip-
           | shor...
        
             | joezydeco wrote:
             | BMW is pulling the touchscreens off of certain models:
             | 
             | https://www.autoblog.com/2021/11/05/bmws-losing-
             | touchscreen-...
             | 
             | Slightly confusing since it's not the removal of the entire
             | infotainment system, just the capacitive controller. The
             | system is still controllable with the joydial. Seems like
             | that's not really a $500 cost center, more of a way to
             | appease the customer.
             | 
             | And some makers like Mazda pulled the captouch off their
             | IVI with the recent generation of cars pre-COVID, it just
             | wasn't worth the cost.
        
               | crooked-v wrote:
               | For Mazda it was also at least theoretically to reduce
               | driver distraction and increase safety. I mostly believe
               | them on that point, given how much they focus on safety
               | ratings in other ways.
        
       | joezydeco wrote:
       | It's like the whole world needs STM32F7 parts and nobody can get
       | them. What a pain in the ass.
        
         | klaussilveira wrote:
         | You might have more luck on marketplaces:
         | https://www.sourcengine.com/search?q=STM32F7
        
       | amelius wrote:
       | At least tell us what CPU you are using!
        
         | huhtenberg wrote:
         | 180 MHz ARM Cortex M7F
         | 
         | https://www.ifixit.com/Device/Playdate
        
           | amelius wrote:
           | Thanks. Any idea what CPU will they be moving to?
        
       | paxys wrote:
       | It's a bad time to be a non-top tier hardware manufacturer. I'm
       | sure Apple, Samsung and the like are having supply trouble as
       | well, but they have the scale, connections and money to handle
       | it. Smaller companies are getting demolished.
        
         | jareklupinski wrote:
         | i've started modularizing my designs again
         | 
         | 10 years ago it was pretty common to design small submodules
         | and stitch them together into a final assembly, that would get
         | upgraded piece-meal as tech/product needs evolved
         | 
         | about 2-3 years ago it became more economical to just design an
         | entire bespoke board for any new project, and then run an
         | entirely new board for any subsequent changes. i loved not
         | dealing with interconnects anymore
         | 
         | but now I'm back to reusable modules and sub-assemblies again,
         | because by the time i'm finished designing an entire board, a
         | single part will be out of stock and i'd have to start from
         | scratch :(
        
           | riskable wrote:
           | Yeah but what are you doing about connectors to join the
           | boards together? There's serious shortages of things like JST
           | connectors right now just like chips.
        
         | bluesquared wrote:
         | It is quite frustrating. I'm a medical device hardware
         | engineer, so our quantities are in the low 1000s per year for
         | our highest-running SKUs. Just today had to deal with a
         | panicked contract manufacturer who was going to bring our line
         | down for an oscillator and a capacitor that they were shorted.
         | Distributors will tell you they're sending a reel of 1000 parts
         | or whatever, but you open the box and they just threw in 30.
         | 
         | Every other week it's another *drop your NPD responsibilities
         | and come up with a solution to this shortage so we don't stop
         | our assembly lines* which is quite frustrating to keeping "on
         | schedule" and "in a flow state"... If it's not in *your*
         | warehouse or allocated to you in *your* contract manufacturer's
         | warehouse, it doesn't exist.
        
         | jonny_eh wrote:
         | This was known before they (and Valve) took preorders.
        
       | [deleted]
        
       | ngngngng wrote:
       | Seems like everyone's pretty understanding, although I haven't
       | checked twitter yet. The Playdate discord is nothing but
       | supportive of the team over at Panic.
       | 
       | The worst part to me is knowing that they had 5000 completed
       | units, and without the battery issue, mine would probably be at
       | my door already by now since I was one of the first orders.
        
         | Le_Dook wrote:
         | I think the support has a lot to do with just how transparent
         | Panic have been about the entire process. You can see a lot of
         | people being able to emphasize with the human element behind
         | the product and the company.
        
           | hrrsn wrote:
           | I've always been impressed with Panic's level of
           | communication. Many companies could learn a thing or two from
           | them!
        
             | encryptluks2 wrote:
             | From their blog they literally talk to people like they are
             | little clueless kids. If that is how people like their
             | interactions. I personally find it semi-annoying and mildly
             | offensive.
        
               | kkjjkgjjgg wrote:
               | Maybe it sounds like that because they are marketing a
               | toy?
        
               | hrrsn wrote:
               | They write in a colloquial, friendly style and use
               | language that is easily understood by people that exist
               | outside of the HN echo chamber.
        
         | [deleted]
        
         | urda wrote:
         | I would rather them take the time to get this right, than
         | potentially launch new hardware that flops and slaps them in
         | the face.
        
       | Ecco wrote:
       | Does anyone know which exact CPU they were using and which one
       | they're switching to?
        
         | encryptluks2 wrote:
         | You would think in that long interaction they could have
         | provided some actual details, yet they spend so much space
         | repeating themselves and acting like their customers are small
         | children.
        
         | zalenka wrote:
         | It's a 32bit ARM CPU running around 200mhz I think. I'm sure
         | they just used a similar ARM CPU.
        
       | moralestapia wrote:
       | Yeah whatever,
       | 
       | Every single software company that jumps hardware finds out in a
       | sour way how completely different the two worlds are.
        
       | diebeforei485 wrote:
       | Chip shortages are real, but shipping capacity is also very tight
       | at the moment.
       | 
       | Peak Design had some issues[1] with shipping their phone
       | accessories (tripod, bike mount, etc) because of the shipping
       | capacity crunch. Apparently large electronics companies like
       | Apple have booked out most of the air freight capacity.
       | 
       | 1. https://www.kickstarter.com/projects/peak-design/mobile-
       | by-p...
        
       | dpedu wrote:
       | What a shame. Such a niche and cute and nostalgic little project
       | will probably be dealt a deathblow because of this. I have no
       | doubt Panic will find a way to move forward but it's going to
       | take time. And that kind of delay is so much more hurtful to
       | niche projects.
        
         | flatiron wrote:
         | the weird thing about these products if they seem to go two
         | ways.
         | 
         | one is "what a cool quirky company, they always do stuff like
         | this, i like their quirkyness i wonder what they will do next"
         | 
         | or
         | 
         | "what fever dream did they have that they could put together a
         | gameboy clone? they don't know the market. haven't they seen
         | what happened to the lynx and neo geo pocket and the wonderswan
         | and even the vita? its like invading russia in the winter, you
         | don't make a handheld system in the age of cellphones"
        
       | TaylorAlexander wrote:
       | I was really surprised when I found out that the 5 pin JST XH
       | connectors I need are out of stock seemingly worldwide. It's just
       | metal pins and a plastic housing. I looked at stock levels of
       | alternatives and it looks like Molex is the winner. Hundreds of
       | thousands of their similar connector in stock at Digi-Key.
       | 
       | My hope is that these supply shocks will teach people to better
       | prepare for this kind of thing in the future, leading to more
       | robust supply chains.
        
         | riskable wrote:
         | Yeah seriously: Why _are_ JST connectors so scarce all the
         | sudden? They 're _literally_ just some metal and plastic
         | (Polycarbonate?). Unless there 's a shortage of metal wire (cuz
         | that's all it is; pressed into a squareish shape) or plastic
         | why would the world be running out of JST XH (and other JST)
         | connectors?
         | 
         | Are there serious bare wire and/or plastic shortages right now?
         | I've read about price increases but not shortages.
        
           | aemreunal wrote:
           | My completely uninformed, wild guess: the manufacturing
           | plants capable of creating those are creating other wires
           | that are more in demand / profitable for them, rather than
           | these cheap ones.
        
       | laydn wrote:
       | The lead times for the STM microcontrollers have gone way beyond
       | unreasonable. "730 days" I think is a polite way of saying "we
       | may never supply you with this chip".
       | 
       | I may be way off here but my observation is that chips that are
       | very configurable are the hardest to purchase. For example, the
       | STM32 series have something like ~3000 SKUs (
       | https://www.digikey.com/en/products/filter/embedded-microcon...
       | ).
       | 
       | Normally, this allows every designer to pick the most suitable
       | part and have the lowest total BoM cost. However, in today's
       | challenging supply/demand environment, the total number of unique
       | parts that must be manufactured must be causing a huge problem.
        
         | twarge wrote:
         | STM32H7 is the upgrade path, but it doesn't seem to be any more
         | available.
        
         | thrtythreeforty wrote:
         | The part number explosion may not be as bad as you think: ST
         | very likely does some relabeling/fuse programming of the same
         | die to make multiple part numbers. As the most classic example,
         | the STM32F103C8 promises 64KB of flash, and the F103CB (note CB
         | vs C8) has 128KB. But it turns out that some of the 64KB
         | actually have 128KB [1], and they've just been fused to report
         | the smaller part number.
         | 
         | [1]: https://mecrisp-stellaris-
         | folkdoc.sourceforge.io/stm32f1xx-d...
        
           | janekm wrote:
           | True, and then every variant in every package version. But it
           | does cause problems in the current climate as each of those
           | variants do have to make it through the production pipeline
           | (after die fab) which is also constrained at the moment. And
           | of course ST is prioritising "high value customers" (like car
           | manufacturers).
        
             | thrtythreeforty wrote:
             | Oh for sure, it's not like fab capacity is the only
             | bottleneck at this point. Seems like _everything_ is the
             | bottleneck.
        
             | baybal2 wrote:
             | Car companies are just few percents of MCU market. A car
             | may have a lot of MCUs, but that's probably less than 30
             | per economy car. The entire car industry is a drop in the
             | ocean for The Big Semi.
             | 
             | On other hand, I've seen very expensive STM32s being used
             | in near semi-disposable goods.
             | 
             | Car companies are doomed because they required special
             | "automotive grade" MCUs, which are usually just very long
             | running die series with a lot of testing.
             | 
             | Being on old die users, they can't share the benefit of
             | much larger mainstream MCU die batches. They are now in the
             | end of the queue waiting for big batches of dies for
             | mainstream MCUs to finish manufacturing.
             | 
             | IMHO, lots of auto parts uses automotive grade MCUs without
             | any particular necessity. It's just because they were well
             | moneyed, and they can. Some Mercedes car literally have one
             | MCU per button, which just sits on CAN bus, and blinks an
             | LED.
        
       | LeoPanthera wrote:
       | The same thing happened to the Steam Deck so it's not really a
       | surprise at this point.
        
         | xd1936 wrote:
         | I'll have a Blue... Christmas... without you...
        
       | andrethegiant wrote:
       | As a pre-order customer, I don't mind the delay. I'm glad they're
       | doing it right instead of rushing to meet a deadline.
        
       | rimher wrote:
       | Tbh I was 100% expecting it with all the shortages and chip
       | crunched. Hardware is hard, no way around it If anything, I
       | appreciate the transparency
        
       | brink wrote:
       | Battery issues are so common. I ordered an electric unicycle last
       | spring that came with dud batteries, now I have to pay $150 in
       | shipping to get it fixed.
        
       | dang wrote:
       | There's also this article:
       | 
       | https://arstechnica.com/gaming/2021/11/playdate-delays-to-20...
       | 
       | (via https://news.ycombinator.com/item?id=29191933, but we merged
       | that thread hither)
        
       | Chris2048 wrote:
       | So.. the crank _doesn 't_ charge the battery?
        
         | frosted-flakes wrote:
         | Of course not. The crank is an input device, like a joystick.
        
         | polishdude20 wrote:
         | Would have been cool if it was an input AND charged the
         | battery.
        
       | kube-system wrote:
       | .
        
         | aneutron wrote:
         | That's ... what they did. They say so in the article. They
         | swapped the CPU on a revised board.
        
         | gambiting wrote:
         | I swear, do people not even read the articles anymore and just
         | jump straight to comments?? That's exactly what the company has
         | done already.
        
       | encryptluks2 wrote:
       | Everything is COVID-19's fault. Long hold times.. COVID-19.
       | Terrible customer service... COVID-19. The reason we lied to
       | you... COVID-19. Get assaulted by an angry fast food worker...
       | COVID-19.
       | 
       | It is like the free excuse for almost any business.
        
         | TulliusCicero wrote:
         | This is terribly lazy thinking.
        
         | stnmtn wrote:
         | To ignore the impact that Covid had on almost all aspects of
         | our society seems like a bad idea
        
           | encryptluks2 wrote:
           | For businesses to use it as an excuse for practically
           | anything, for example in this case they provided very little
           | actual details but a lot of fluff and this is because you
           | know the supply chain issues with COVID. They literally could
           | have over promised and under-delivered, never securing any
           | contract in advance for manufacturing, but instead now they
           | get a free pass because of COVID. That is all you have the
           | say anymore as a business and you can keep on using it no
           | matter the actual circumstances.
        
             | frosted-flakes wrote:
             | You don't have to be so salty, you know. You can cancel
             | your order and get your money back.
        
             | ashtonbaker wrote:
             | > very little actual details
             | 
             | Either we read different posts here or have wildly
             | different expectations - I was completely satisfied with
             | the level of detail.
             | 
             | > now they get a free pass because of COVID
             | 
             | Who is giving them a free pass? Do you have a pre-order?
             | Cancel it if you don't like the news.
        
             | stnmtn wrote:
             | What's an example of more detail that they could have
             | given? They gave plenty IMO but I'm curious if you can
             | think of any extra detail because it sounds like you think
             | they gave none
        
       | post_break wrote:
       | I honestly still don't understand the hype around this thing. To
       | me it's up there with Tiger electronic games, but for a lot more.
        
         | smoldesu wrote:
         | There's apparently a pretty big market for plastic doodads that
         | do the same thing your computer can, but with a crank. It's
         | like they ripped a page straight out of Apple's playbook and
         | made an iPod for gaming.
        
         | dbreunig wrote:
         | Panic has a history of delivering thoughtful, well-made
         | software. Their initial foray into games (Firewatch, Untitled
         | Goose Game, Nour) were all excellent and novel. Combine that
         | with Teenage Engineering's similar novel and excellent track
         | record with hardware design and you've got a very interesting
         | product to those that like Panic's software and/or like good
         | hardware design. If nothing else this product will be novel and
         | well considered.
         | 
         | If that's not your cup of tea, cool. But there's a lot here for
         | several communities.
        
           | amelius wrote:
           | They could release just the software then, which would run
           | fine on Android and iOS machines (which by the way offer way
           | more value for people who appreciate good hardware and good
           | software) Who needs more e-waste?
        
             | thatguy0900 wrote:
             | The playmate has a unique interface with its wind up arm
             | thing. I would assume all the already made launch games
             | will use it
        
           | tpush wrote:
           | > Their initial foray into games (Firewatch, Untitled Goose
           | Game, Nour) were all excellent and novel.
           | 
           | Note that Panic hasn't developed any of those games; they
           | published them.
        
         | mbreese wrote:
         | The story is less about the device, and more about the chip
         | shortage. Having to wait two years for a CPU is just crazy, and
         | it's interesting to watch the hoops that these companies have
         | to go through in order to ship products. I don't know anything
         | about the device itself, but do you find it interesting to
         | watch how do chip shortage is affecting different
         | manufacturers.
        
       | colesantiago wrote:
       | Such a shame, I'll put the xmas wrapping away for this one.
        
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       (page generated 2021-11-11 23:00 UTC)