A Look at iPhone's State of Play - MOSK: 01.14.2025

Mac OS Ken

Ken Ray

Mac, Computers, Technology, Ipad, Tablets, Phones, Iphone, X, Apple, News, Smart, Os, Smartphones

4.8 • 972 Ratings

🗓️ 14 January 2025

⏱️ 13 minutes

🔗️ Recording | iTunes | RSS

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Summary

- TF Intl. Analyst: Apple and iPhone Face Challenging 2025 - Counterpoint: Smartphone Sales Recover While iPhone Share Slips - IDC: Smartphone Sales Recover While iPhone Share Slips - Illinois Starts Work on Digital ID Program - “Disclaimer” Leads Nab SAG Nominations - Apple TV+ Outs Trailer for Conspiracy Thriller Series “Prime Target” - Two Years Later: A First Look at “Drops of God” - We're looking at Salt Typhoon clean-up and a trust label for IoT devices on Checklist 406 - Less Salt, More Logos - online at checklist.libsyn.com - Catch Ken on Mastodon - @[email protected] - Chat with us in Patreon for as little as $1 a month. Support the show at Patreon.com/macosken - Send me an email: [email protected] or call (716)780-4080!

Transcript

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0:00.0	This is MacOS Ken.
0:08.8	A long look at iPhone state of play.
0:11.6	Illinois may one day have digital IDs and a little Apple TV Plus talk.
0:18.1	It is Tuesday, the 14th of January, 2025.
0:22.5	I'm Ken Ray, and this is news from MacOS Ken.
0:28.0	Brought to you by yours truly and supported by people like you.
0:33.0	Patrons through Patreon.
0:35.8	Find out more and than your support at patreon.com slash macOS can.
0:45.3	Props to TF International analyst Ming Chi Quo for beating market trackers counterpoint research
0:50.8	and IDC to the punch on iPhone sales and shipments.
0:56.6	Numbers-wise, it is not good.
0:59.9	Starting with TF International's own, he hit Medium over the weekend,
1:04.1	saying that his latest industry research indicates that Apple will encounter more challenging
1:08.7	hurdles in 2025,
1:15.7	including nearly stagnant iPhone growth, AI services that have yet to contribute,
1:19.1	an ongoing decline in the Chinese market.
1:21.8	Hitting a few points from his post.
1:28.3	Unnamed industry sources tell the analysts that Apple is being cautious when talking production plans for this year.
1:35.1	He and his expect iPhone shipments to fall about 6% in the first half of 2025 versus the first half of 2024. That is, despite the anticipated budget-friendly iPhone SE revision, Apple is expected
1:43.1	to release.
1:45.3	In the month of December, iPhone shipments dropped by about 10% to 12% year over year,
1:51.5	reflecting a continued slide in Apple's Chinese market share, according to the analyst.
	...

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