Mac OS Ken: 03.23.2021

Mac OS Ken

Ken Ray

Technology

4.7 • 996 Ratings

🗓️ 23 March 2021

⏱️ 15 minutes

🔗️ Recording | iTunes | RSS

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Summary

- Wedbush Sees 25% Increase in Initial Builds for iPhone 13 - Judge Green Lights Class Action Suit Over Butterfly Keyboards - YouTube Working on Issue with Apple and Some Apple TVs - HomePod mini Can Measure Temp and Humidity (If Apple Lets It) - Cicilline Plans Lots of Small Bills to Fight Big Tech - Apple Marks World Water Day - Okamoto Retires, Prescott New Head of Developer Relations - Apple Downtown Nashville Opening Next Week - Sun Basket: Get $90 off and 4 Free Gifts across your first 4 deliveries at SunBasket.com/macosken with offer code macosken - 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.
0:05.0	Get ready for the Super duper cycle, a lawsuit over the Butterfly Effect, and Congress has a new plan of attack.
0:17.5	It is Tuesday, the 23rd of March 2021. I'm Ken Ray and this is news from Maco West Can brought to you by yours truly and sponsored by SunBasket
0:30.4	Get $90 off and for free gifts across your first four deliveries at SunBasket.com
0:37.0	slash MacoWest can with offer code Maco West Can. This show is also supported by people like you, patrons through
0:47.8	Patreon. Find out more and at your support at patreon.com slash MacoS can.
0:59.4	Think iPhone 12 sales constitute a super cycle that iPhone 13 may be a super duper cycle.
1:07.0	That's according to Wedbush analyst Daniel Ives who did of course not use the term
1:12.1	super duper cycle.
1:14.0	Apple 3.0 posted part of a note Ives wrote.
1:18.0	He thinks Apple's next round of iPhones is on track for a late September release,
1:22.0	which we used to call the normal time and the before times.
1:26.1	That said, he says that time frame could change.
1:31.6	The bigger news is the bigger number of builds he's expecting.
1:36.5	Quoting his note, initial Asia supply chain builds for iPhone 13 are currently in the
1:41.7	roughly 100 million unit range compared to our initial iPhone
1:45.8	12 reads at 80 million units pre-Covid and represents a 25% increase year over year out of the gate.
1:55.0	While this number will clearly move around over the coming months,
1:58.0	we believe this speaks to an increased confidence with Cook and Company
2:02.0	that this 5G driven product cycle will extend well into
2:06.0	2022 and should also benefit from a post vaccine consumer reopening environment. Mr. Rives has an outperform rating on
2:17.0	Apple's shares, his price target on the shares is $175.
	...

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