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Mac OS Ken

Mac OS Ken: 01.04.2023

Mac OS Ken

Ken Ray

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

4.8972 Ratings

🗓️ 4 January 2023

⏱️ 15 minutes

🧾️ Download transcript

Summary

- Bloomberg: “iPhone City” Back to 90% Shipping Capacity - Nikkei: Unnamed Sources See Drop in Apple Component Orders - Apple Market Valuation Slips Below $2T - JP Morgan Says iPhone Commanded 69% of US Smartphone Market in November - Disney+ Marketing Exec Now Head of Marketing for Apple TV+ - MagSafe Folding Into Wireless Charging Standard Qi2 - Third-Gen iPad mini Lands on Apple’s Obsolete List - Sponsored by Notion: Get organized now with a free account at notion.com/macosken. - Looking for The Mac Observer's Daily Observations Podcast? Put this link in your podcatcher of choice: https://www.macobserver.com/rss/dailyobservations_mp3.xml - Power what we do next for as little as $1 a month. Join the Mac OS Ken Test Kitchen at Patreon 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 MacO-S-Kinn.

0:06.8

Good news, bad news, and to look at what might have been. It is Wednesday the 4th of January

0:15.7

2023. I'm Ken Ray and this is news from Macawas Ken brought to you by yours truly and sponsored by notion.

0:28.0

Get organized now with a free account at notion.com slash MacoS Ken. This show is also supported by people like you, patrons through

0:41.8

Patreon. Patreon.

0:43.0

Find out more and add your support at Patreon.

0:47.0

dot com slash Macoess Ken.

0:52.0

Let's start with some good news.

0:55.0

A piece from Bloomberg says FoxCon's iPhone City Plant in Chengju, China,

1:01.0

is already back at about 90% shipping capacity.

1:06.1

Given the zero COVID fiasco that hindered iPhone 14

1:09.5

pro and pro max production

1:11.5

and likely cratered iPhone sales in the December quarter.

1:16.4

This is good news for Apple and its customers, assuming it's accurate. Bloomberg cites a report from the official HENON daily saying the plan to staff back up to roughly 200,000 workers.

1:30.0

The piece says that is about the normal staffing level based on previous reports.

1:35.6

They still missed Christmas, which stinks, but there should be plenty of top-level iPhones available

1:41.6

for the Lunar New Year season. of course rumor has COVID running rampant in China. Some of

1:48.0

question whether consumers there will spend through an apparent COVID

1:51.4

surge or hold on to what they have.

1:55.0

While Apple might address that on the December quarter earnings call,

1:59.0

the Apple Watching World won't have hard numbers on Lunar New Year sales until the March

2:04.4

quarter call that likely won't hit until late April or early May. The bad news for the day may not be actual news though it was presented by a

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