Mac OS Ken: 03.06.2018
Mac OS Ken
Ken Ray
4.7 • 996 Ratings
🗓️ 6 March 2018
⏱️ 14 minutes
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Summary
Transcript
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| 0:00.0 | This is Mac OSKenn. |
| 0:07.0 | Good times, bad times, iPhone times. The headphone rumors back, and at least one analyst is still expecting an Apple car. |
| 0:21.0 | It's Tuesday, the 6th of March 2018. I'm Ken Ray and this is news from Maco West |
| 0:28.4 | Ken brought to you by yours truly and sponsored by Squarespace. |
| 0:33.6 | Your place online. |
| 0:35.6 | Start your free trial today at Squarespace.com |
| 0:39.4 | and our offer code Maco as can |
| 0:41.3 | to get 10% off your first purchase. This show is also supported by people |
| 0:46.4 | like you, patrons through Patreon. Find out more and add your support at patreon.com slash Maco-Sken. |
| 0:57.0 | Did I use the third verse same as the first line yesterday? |
| 1:02.0 | Well if I didn't you'd hear it now. |
| 1:04.8 | Barrens has word of a new note from J.P. Morgan's Asia-based Apple supply chain team |
| 1:09.6 | because that's apparently a thing. |
| 1:13.2 | Not unlike ugly predictions for the second half of last quarter and the first half of the |
| 1:17.0 | current quarter, the firm has ugly predictions for the rest of this quarter and the next |
| 1:21.6 | one. Quoting the piece, for the first quarter and the next one. |
| 1:22.8 | Quoting the piece, for the first quarter of 2018, officially Apple's fiscal second quarter, |
| 1:28.5 | it expects iPhone 10 production of 15 million units, down 25% from its previous estimate. It gets worse in the second |
| 1:36.1 | quarter, a 44% drop to 10 million units. Overall, iPhone production is also expected to slip because with numbers like that |
| 1:45.1 | how could they not? J.P. Morgan has lowered current quarter iPhone production |
| 1:50.0 | estimates from 55 million units to 52 million. |
| 1:53.0 | Next quarter's estimate drops from 45 million units to 42 million. |
... |
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