Mac OS Ken: 01.04.2023

Mac OS Ken

Ken Ray

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

4.8 • 972 Ratings

🗓️ 4 January 2023

⏱️ 15 minutes

🔗️ Recording | iTunes | RSS

🧾️ 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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