Mac OS Ken: 01.22.2018

Mac OS Ken

Ken Ray

Technology

4.7 • 996 Ratings

🗓️ 22 January 2018

⏱️ 13 minutes

🔗️ Recording | iTunes | RSS

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Summary

- KGI Dampens Current-Quarter iPhone Expectations; Stoked for 2018 Line - Rosenblatt: Stoked for 2018 Line of iPhones - Apple: iOS 11 Adoption Hits 65% - Apple Gets FCC Approval for HomePod - Employees of Silicon Valley Data Science Join Apple - Tim Cook: There's Such a Thing as Too Much Tech - Apple's Everyone Can Code Expands Across Europe - Nashville Apple Store Closing for Facelift in February - Apple Starts Hiring for New D.C. Store - Apple Tops Fortune's Most Admired Company List for Eleventh Year Running - Get 10% Off of Your Squarespace Order with Coupon Code macosken at Squarespace.com - Power Mac OS Ken through Patreon at Patreon.com/macosken! - Send me an email: info@macosken.com or call (716)780-4080!

Transcript

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0:00.0	Won't that beeping, glass, and golden.
0:10.0	This is MacO-S-Kinn. Mac OS Ken. Jumping the iPhone timeline, Tim Cook talks too much of a tech thing, and we got the power,
0:21.0	got the glory. It's Monday the 22nd of... Power Got the Glow Ray.
0:23.3	It's Monday the 22nd of January 2018.
0:27.0	I'm Ken Ray and this is news from Maco-Sken.
0:31.8	Brought to you by yours truly and supported by people like you patrons
0:36.2	through Patreon find out more in that your support at patreon dot-com Maco-West can.
0:46.0	A surprising note from KGI securities analyst Ming Chi Quo to end the week last week.
0:51.0	9-to-5 Mac had young MC saying he thinks Apple will ship
0:55.1	roughly 18 million iPhone tens this quarter. That is way below the 20 to 30
1:02.0	million iPhone tens expected by a range of other analysts.
1:06.0	His biggest issue?
1:07.8	China.
1:08.8	According the report, KGI says that iPhone 10 has not landed as strongly in China as it
1:14.9	originally hoped. It says Chinese consumers are holding on to their
1:18.6	existing phones for a longer time, quoting lower shipment forecasts from vendors like
1:23.4	Huawei and Opo as well as claiming that the notch screen design has turned
1:28.2	away potential Chinese consumers. He's not the only analyst doubting iPhone's performance. I told you last week of a note from Longbow
1:36.5	research analyst Sean Harrison. His focus was not iPhone 10 specific. Rather, he thinks iPhone 10 is too expensive while
1:44.8	iPhone 8 is too boring. That said the same report had Morgan Stanley
1:49.7	analyst Katie Huberty saying that iPhone 10 adoption is great in China.
1:54.0	Quoting her note, Alpha Wise data shows iPhone 10 adoption outpacing iPhone 8 and 8 plus
	...

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