Bad iPhone Numbers for China - MOSK: 01.17.2025

Mac OS Ken

Ken Ray

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

4.8 • 972 Ratings

🗓️ 17 January 2025

⏱️ 12 minutes

🔗️ Recording | iTunes | RSS

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Summary

- Apple Shares Drop 4% for… Reasons - Canalys: iPhone Finishes Third for 2024 in China - Apple Launches Apple Store App in India - Apple Seeds the Rest of the Dot-3 Developer Betas - New Developer Betas Pause A.I.-Generated News Summaries - Apple Releases tvOS 18.2.1 - Apple Adjusts Hardware Trade-In Values - Bernstein Analyst Toni Sacconaghi Is Retiring - Season 2 of “Severance” Finally Starts on Apple TV+ - Bad guys are scamming in the wake of the L.A. fires + ignoring smishing attempts on Checklist 407 - Scams Sparked by SoCal Fires - 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 rough day for Apple shares.
0:11.1	The rest of the Dant3 developer betas arrive.
0:14.0	And an Apple financial analyst rides into the sunset.
0:18.0	It is Friday, the 17th of January, 2025 I'm Ken Ray and this is news from MacOS Ken.
0:27.7	Brought to you by yours truly and supported by people like you. Patrons through Patreon.
0:36.3	Find out more than your support at patreon.com slash macOS can.
0:45.8	Remember all that talk earlier this week about iPhone's shrinking market share and Samsung being number one in the world?
0:53.8	Then Canales issued a report saying iPhone
0:56.6	was number one for the planet in 2024, so no worries, I guess. Yeah, never mind my never
1:04.4	mind part from earlier this week. Apple's shares fell about 4% on Thursday, down $9.61.
1:13.4	It was the worst aid for the share since August of last year, and it happened for reasons.
1:21.0	A piece from CNBC lists a few possible contributing factors.
1:25.3	Those included a bummer forecast for the current quarter from Apple's chip-making
1:29.6	partner, TSM. Numbers thrown out by the Taiwanese company suggested a nearly 6% sequential drop in
1:37.5	smartphone sales, according to the report. There was the note of skepticism earlier in the week from
1:43.7	TF International analyst Ming Chi Kuo. That was the note of skepticism earlier in the week from TF International analyst Ming Chi Quo.
1:47.0	That was the post that said Apple was speaking cautiously to suppliers about iPhone production in 2025.
1:53.8	The said Apple intelligence showed little sign of driving an upgrade cycle, and it had iPhone
1:59.1	shipments dropping by about 10% to 12% year-on-year,
2:03.8	reflecting a continued slide in Apple's Chinese market share.
2:09.0	Then CNBC mentioned the note from Canales.
	...

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