iPhone Sales, Mac Sales, and Riccio Retires - MOSK: 10.10.2024

Mac OS Ken

Ken Ray

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

4.8 • 972 Ratings

🗓️ 10 October 2024

⏱️ 13 minutes

🔗️ Recording | iTunes | RSS

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Summary

- Ming-Chi Kuo: iPhone 16 Holding Its Own - Piper Sandler: U.S. Teens Still Way Into iPhone, Nonplussed by Apple Intelligence - IDC Sees A.I. Pushing PC Sales Higher - Canalys Sees A.I. Pushing PC Sales Higher - J.P. Morgan Sees A.I. Pushing Mac Sales Higher - Apple Hardware Veteran Dan Riccio Retiring This Friday - Amazon Prime Video to Offer Subscriptions to Apple TV+ - Apple Watch “Mindful Month” Activity Challenge Set for Today - Getting Cybersecurity Awareness Month aware on Check No. 394 by SecureMac - 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 MacS
0:05.2	MacOS Ken.
0:08.9	iPhone 16 sales seem to be on track.
0:12.3	Mac sales may see a boost from AI, and a hardware vet is leaving
0:17.4	Apple this week.
0:20.5	It is a Hardware Heavy Thursday, the 10th of October 2024.
0:25.0	I'm Ken Ray and this is news from Maco S Ken.
0:30.0	Brought to you by yours truly and supported by people like you patrons through
0:37.6	Patreon find out more and then your support at patreon.com slash Maco-S-Cam.
0:47.0	How are iPhone 16 shipments going about as Apple expected as the word from
0:54.8	T.F. International analyst Ming Chie Quo.
0:58.4	Young MC took to Twitter on Wednesday to share some updates. According to those not only have
1:04.6	assembly orders not been reduced, it's been requested that suppliers keep
1:08.6	cranking out iPhone Pro models over China's National Day holiday, indicating that demand for the pro models has generally
1:16.7	met expectations so far. While orders for some components for mid-November onwards have been dropped a bit, mainly for the
1:25.8	consumer end of the line, the reduction was small enough to be essentially negligible,
1:31.2	according to the analyst.
1:33.0	Demand for the 16-based model and 16-plus remains lackluster compared to last year according to the update.
1:40.0	Paradoxically, the analyst says shipments for iPhone 16 Pro are similar to shipments last year for iPhone 15 Pro,
1:49.0	though he also says it's worth noting that the current shipping times for the iPhone 16 pro are shorter than those for the 15 pro, which sounds paradoxical.
2:02.0	He's still modeling production for the iPhone 16 line of 88 to 89
2:06.3	million units for the current quarter, slightly lower than last year's 90 to 91
	...

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