Mac OS Ken: 03.07.2019

Mac OS Ken

Ken Ray

Technology

4.7 • 995 Ratings

🗓️ 7 March 2019

⏱️ 15 minutes

🔗️ Recording | iTunes | RSS

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Summary

- Ming-Chi Kuo Ups Galaxy S10 Estimates Based on Favorable iPhone Compare - Online Retailers Cut Price of iPhone in China - Report: iPhones Hold Considerably Higher Resale Value Over Androids - Apple Releases 13th Annual Supplier Report - Apple Apparently Fixed "Flexgate" in 2018 MBPs - Apple to Employ 1,200 Techies in Qualcomm's Home City of San Diego - Tim Cook Talks Coding at the White House - Apple Makes Room for the Marvel-ous Brie Larson - Pixar's Looking for Mac Support - 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	This is Mac OSKIN.
0:11.0	A confusing Galactic prediction, power to the supply chain people, and Tim Cook hits D.C.
0:20.0	It's Thursday the 7th of March 2019.
0:23.1	I'm Ken Ray, and this is news from Maco-S Ken.
0:28.4	Brought to you by yours truly and supported by people like you patrons through Patreon.
0:35.0	Find out more in that your support at Patreon.
0:39.0	dot com slash Maco-Scan.
0:42.0	T.F. Flash Macoesscan.
0:48.0	T.F. International Security's analyst Ming Chi Quo is out with a note. It's a bit hard to fathom.
0:50.0	Mac Rumors has the analyst upping his expectations for Samsung Galaxy S10 shipments based in part on
0:57.9	spec differentiation from iPhone models. First the surprise. Quoting his note, pre-ordered demand for the
1:06.5	S10 series is better than expected. Worldwide pre-ordered demand for the S10 series
1:12.0	grows by 30 to 40 percent year over year compared to that for the
1:15.9	S9 series based on our survey.
1:19.1	Therefore we will increase shipment estimates for the S10 series in 2019 by 30% from 30 to 35 million
1:27.0	units to 40 to 45 million units.
1:30.8	S10 plus and S10 account for 85% or more of total shipments.
1:37.0	That's the what?
1:38.6	Now the why.
1:40.5	Quoting his note again, we believe that the better than expected shipment momentum for S10
1:45.2	series is due to, one, the market's bearish view on high-end smartphone growth, two, spec
1:52.3	differentiation from iPhone models including an ultrasonic
	...

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