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Mac OS Ken

Mac OS Ken: 02.09.2021

Mac OS Ken

Ken Ray

Technology

4.7995 Ratings

🗓️ 9 February 2021

⏱️ 17 minutes

🧾️ Download transcript

Summary

- Wedbush Sees Apple Car Partner Announcement in Next Six-Months - Bloomberg: Chip Shortage to Wreak Havoc on Car and Electronics Makers - The Information Outlines Apple's Pandemic-Related Logistics Issues - Renesas Electronics Buying Apple Supplier Dialog Semi for US$6B - Bloomberg: Secret Peeps Say Riccio's Working on AR/VR for Apple - Report: iOS 14.5 Beta Allows Third-Party Music Defaults for Siri - Super Bowl Ad Nets Newbs Five-Month Apple Music Free Trial - Jane Goodall-Inspired Kids Series Headed to Apple TV+ - Apple TV+ Snags Four AARP "Movies for Grownups" Awards Noms - Amazon Pharmacy - Amazon Prime Members can save on prescription medication when not using insurance and get FREE 2-Day delivery! Learn more at Amazon.com/macoskenrx - Ken's going live on YouTube! Subscribe to his channel: YouTube.com/kenray - 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: info@macosken.com or call (716)780-4080!

Transcript

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0:00.0

This is Mac OSKIN. An Apple Car prediction, Kings in the supply chain. Nothing kinky, and a few more nominations for Apple TV

0:16.4

Plus. It is Tuesday the 9th of February 2021. I'm Ken Ray and this is news from Maco West Ken brought to you by yours truly and sponsored by Amazon Pharmacy.

0:31.5

Your medication made easy. Learn more at Amazon.com slash MacoS

0:38.1

Ken RX. This show is also supported by people like you, patrons through Patreon.

0:47.0

Find out more in that your support at Patreon.

0:51.0

dot com slash Macawess Ken.

0:57.0

Wed Bush analyst Daniel Ime says Apple is likely to announce a car partner soon.

1:07.4

Or sad. likely to announce a car partner soon or sad talk about your timing issues. Apple 3.0 ran part of a note on Sunday that seems to have sailed past the Bloomberg

1:12.4

Hyundai story with which we started

1:14.4

Monday. That's the one that read Hyundai's lack of Applecar confirmation is

1:19.2

confirmation that Hyundai isn't making an Apple car. While Ives note does mention the Hyundai

1:25.9

chatter, his assertion doesn't seem contingent on it. Quoting his note, we believe at

1:32.4

this point it's a matter of when, not if Apple will enter the

1:36.3

electric vehicle race over the next few years, while the timing of an EV partnership

1:41.6

with the likes of Hyundai or another automaker remains a key focus of the street and

1:46.4

EV industry over the coming months, we assign an 85% plus chance that Apple will announce an EV partnership or collaboration

1:56.4

over the next three to six months. With GM and Ford leaning hard into EVs, plus likely incentives from the newly installed

2:06.6

Biden administration, I've says he and his believe now is the time for Apple to dive into the deep end of the pool on the EV front.

2:16.0

He's got an overweight rating on Apple's shares. His price target on Apple shares is $175. This time last year we were just

2:27.8

starting to grapple with how COVID-19 would affect the supply chain. Some things never change it seems. Apple 3.0 ran part of a

2:37.2

piece from Bloomberg on Monday pointing to a serious supply chain shortage

2:42.0

for semiconductors.

...

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