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Mac OS Ken

Excitement Over iPhone SE and A.I. in China - MOSK: 02.17.2025

Mac OS Ken

Ken Ray

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

4.8972 Ratings

🗓️ 17 February 2025

⏱️ 14 minutes

🧾️ Download transcript

Summary

- TF International Analyst Lays Out New iPhone SE Expectations - Wedbush: Alibaba/Baidu Apple Intelligence Deals Break the iPhone Logjam - Baidu to Handle Some of China's Apple Intelligence Features - Report: Apple Intelligence Headed to Apple’s Headset - Gurman: A.I.-Infused Siri May Come After iOS 18.4 - Apple Posts General Recruitment Notice for Downtown Detroit Retail Location - Peanuts Screensaver for Apple TV Went Full Valentine’s Day on Valentine’s Day - Sponsored by Incogni: Take your personal data back with Incogni! Use code MACOSKEN and get 60% off an annual plan at incogni.com/macosken - Romance Scams and Apple's Zero-Day OS Updates on Checklist 411 - 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 Mac OS Ken.

0:08.9

Ming Chi Quo posts iPhone SE expectations, a slew of AI and Apple Intelligence news,

0:16.0

and downtown Detroit is officially getting an Apple store.

0:20.4

It is Monday, the 17th of February 2025.

0:24.2

I'm Ken Ray and this is news from MacOS Ken.

0:29.9

Brought to you by yours truly and sponsored by Incogni.

0:34.5

Take your personal data back and get 60% off an annual plan with code macOS Ken at incogny.com slash macOS Ken.

0:46.5

This show is also supported by people like you, patrons through Patreon.

0:53.5

Find out more and add your support at patreon.com slash macOS cam.

1:02.2

Apple is launching some something this Wednesday, with most expecting a new iPhone SE at the very least.

1:10.3

You can apparently add TF International analyst Ming Chi quote to that list.

1:14.9

Either that or his post on Twitter was amazingly coincidental.

1:19.2

The analyst hit the hellside on Friday, offering his predictions and expectations.

1:25.0

According to the post, Apple's expecting to ship 12 million of the budget-friendly model through June, then another 10 million through the rest of the year.

1:34.4

That 2025 expectation of 22 million units is a little over 2 million better than previous SE units.

1:41.9

He says those have had annual shipments of just under 20 million. The new model will

1:48.1

help juice iPhone shipments through the generally soft spring and summer quarters in his

1:52.7

estimation. It'll also increase the penetration rate of model supporting Apple intelligence,

1:58.9

so I guess he's expecting that too.

2:02.9

Something he said before that has sort of fallen off my radar, Ming Chi Quo expects the new

2:07.9

iPhone SE to support a cellular modem made by Apple.

2:13.4

Well, designed by Apple.

...

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