iPhone, A.I, and Desperately Seeking Usher - MOSK: 02.09.2024

Mac OS Ken

Ken Ray

Technology

4.7 • 996 Ratings

🗓️ 9 February 2024

⏱️ 15 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

- Counterpoint Research: iPhone Led Smartphones to US Q4FY23 Recovery - Counterpoint Research: iPhone Took in Half of 2023 Smartphone Revenue - Apple Joins Commerce Department Group Guiding AI Safety Standards - Statista: Apple Bought "Up to" 32 AI Startups in 2023 - Apple Issues Bug Fixing iOS, iPadOS, macOS and watchOS Updates - Report: Latest iOS 17.4 Beta Hobbles Progressive Web Apps in the EU - Imitation LastPass App Makes it Into App Store - Apple Maps Gets Bike Directions in Sweden and Switzerland - 14-Inch M3 MacBook Pro Lands in Apple's Refurbished Store - Apple Music Promotes Halftime Show with "Where's Usher?" Campaign - Check Out the OpenCase Kickstarter NOW at kickstarter.com/projects/johnrokos/opencase-magsafe-perfected/ - Check Out the Latest Checklists by SecureMac - online at checklist.libsyn.com - Catch Ken on Mastodon - @macosken@mastodon.social - Chat with us in Patreon for as little as $1 a month. Support the show at Patreon.com/macosken - Send me an email: info@macosken.com or call (716)780-4080!

Transcript

Click on a timestamp to play from that location

0:00.0	This is Mac OSKIN.
0:05.0	iPhone keeps conquering.
0:09.0	iPhone keeps conquering.
0:11.0	Apple's AI moves continue, and desperately seeking usher.
0:17.1	It is Friday the 9th of February, 2024. Ein Ken Ray, and this is news from Maco-S-Can
0:26.7	brought to you by yours truly and supported by people like you
0:32.0	patrons through Patreon. Find out more and add your support at
0:37.8	Patreon.com slash MacoS Camp.
0:48.7	Two sets of stats that I missed last week and all of the earnings call and Vision Pro hullabaloo, both from Counterpoint Research and both tied to iPhone.
0:55.2	Yeah, remember iPhone?
0:58.0	According to the first release, U.S. smartphone shipments grew 8% year onyear in the fourth quarter of 2023 based on
1:05.8	counterpoint market monitor findings. That was mostly thanks to iPhone sales
1:12.0	having tanked the year before or something.
1:15.7	Remember that time in late 2022 when iPhone factories in China closed down due to COVID restrictions, leaving Apple with too few phones to sell for that holiday season.
1:27.0	With enough iPhones to sell this past holiday season, things were apparently back to normal at least they were for iPhone
1:36.5	Android Selin declined in the fourth quarter as lower and OEMs experienced demand
1:41.5	weakness according to the market tracker.
1:43.7	Meanwhile AT&T, T-Mobile, and Verizon all reported weaker upgrade rates and equipment
1:50.9	sales.
1:51.9	Recovery for iPhone plus the tanking of everyone else
1:55.1	meant a bigger share for the Jesus phone. iPhone share of the US market hit
2:00.2	64% last quarter, that is the highest it's been since the fourth quarter of 2020.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Ken Ray, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Ken Ray and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.