Base iPhone 17 is Still Hard to Get - MOSK: 11.24.2025

Mac OS Ken

Ken Ray

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

4.8 • 972 Ratings

🗓️ 24 November 2025

⏱️ 11 minutes

🔗️ Recording | iTunes | RSS

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Summary

- Waits for Base Model iPhone 17 Still Over 10 Days - Bloomberg's Gurman Kind of Argues Against FT Tim Cook Retirement Story - Limited Edition Hikawa Phone Grip Sells Out at Apple - Apple and Real Madrid Announce Immersive Documentary for Apple Vision Pro - Apple TV Puts Brad Pitt on Las Vegas Sphere to Promote F1 and 1/2-Off Deal - Dumb passwords in 2025 and real trouble from deepfakes on Checklist No. 450 - Find it today at checklist.libsyn.com - Catch Ken on Mastodon - @[email protected] - Send Ken an email: [email protected] - Chat with us on Patreon for as little as $1 a month. Support the show at Patreon.com/macosken

Transcript

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0:00.0	This is MacOS Ken.
0:08.8	The standard iPhone plays hard to get.
0:11.3	German disputes the Tim Cook retirement story
0:14.0	and more Apple video sports stuff.
0:17.6	It is Monday the 24th of November 2025.
0:21.3	I'm Ken Ray and this is news from MacOS Ken.
0:26.7	Brought to you by yours truly and supported by people like you.
0:32.0	Patrons through Patreon.
0:34.9	Find out more than your support at patreon.com slash macOScan. I was thinking about
0:43.6	singing it. That's when I kept laughing.
0:46.9	Ah. Would that we knew what these numbers mean exactly? And from whence they come? Over the weekend, Apple 3.0 ran part of a note,
0:58.0	either from Evercore or from J.P. Morgan. The piece says it's from Evercore analyst Samick Chatterjee.
1:05.9	Problem is, Chatterjee's the analyst for J.P. Morgan, while Evercores Apple analyst is Amit Daryanani.
1:12.4	So we don't know who said this, but we know what they said. The base iPhone is the one that is hard to get.
1:21.7	Quoting, somebody, lead times have moderated to two to three days for most of the iPhone 17 lineup,
1:29.4	except base iPhone, relative to which we believe that supply is yet to catch up to the very
1:35.0	robust demand observed in this cycle, with base model being the only variant still tracking
1:41.0	to elevated double-digit lead times, overall supporting higher year-on-year
1:46.4	demand and revenue growth outlook for iPhones. So he, whoever he happens to be, thinks the issue is
1:54.9	one of demand, not supply. Knowing that there was a mistake in the Apple 3.0 post, though, I wanted something else to go on,
2:03.9	so I went to scope the sitch on wane dixon.com.
2:07.7	Yeah, Wayne is still tracking availability for iPhones here in the States,
	...

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