Mac OS Ken: 03.12.2021

Mac OS Ken

Ken Ray

Technology

4.7 • 996 Ratings

🗓️ 12 March 2021

⏱️ 17 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

- JP Morgan: Weaker iPhone Demand in China "Disappointing," Not Surprising - Evercore: iPhones in China Rocked in February '21 Versus February '20 - India's Riot-Rocked Wistron Plant Reopened Again (or Still - Bloomberg Says Foxconn or Magna Most Likely to Build Apple Car - Australian Wants Feedback on Defaults, Pre-Installed Apps on Smartphones - Developer Sues Apple Over Multiple Skin Tone Emoji - Apple Gathers Its App Privacy Labels on One Page - Apple TV+ Signs First-Look Feature Deal with Imagine Entertainment - Headspace - Meditation made simple. Get a FREE one month trial at Headspace.com/macosken - 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. A tale of two febrougharies, a big day for repetition and a big day for repetition.
0:15.0	It's Friday the 12th of March 2021.
0:20.0	I'm Ken Ray and this is news from Maco West Can brought to you by yours truly and sponsored by
0:28.8	Head Space.
0:30.1	Meditation Made Simple. Get a free one month trial at headspace.com
0:36.0	slash Maco-S-Can.
0:39.0	This show is also supported by people like you, patrons through Patreon.
0:46.2	Find out more and at your support at Patreon.com slash Macoest can
0:55.8	to read on a single note
0:58.7	read number one February was not a stunner for iPhone in China.
1:05.0	Apple Insider has had a look at a note from J.P. Morgan analyst Samek Chatterjee.
1:10.0	He cites numbers from China Academy of Information and Communications Technology
1:15.2	that show international smartphone shipments falling off a cliff last month
1:20.0	versus the month before.
1:23.0	According to the Academy, internationally produced devices, which mostly means iPhones,
1:30.0	internationally produced devices fell 66% from January to February.
1:35.4	That's from sales of 6.4 million in January to 2.2 million last month.
1:43.7	Chattergy is bum, though apparently not terribly surprised.
1:48.1	Overall, says his note, shipment trend largely in line with typical seasonality is modestly disappointing
1:54.8	and likely represents weaker smartphone industry dynamics relative to expectations
2:00.2	entering the year on account of the 5G upgrade cycle.
2:05.0	It sounds like he's saying that the smartphone market in China is doing what it usually does coming out of Lunar New Year celebrations.
	...

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