Mac OS Ken: 04.04.2016
Mac OS Ken
Ken Ray
4.7 • 995 Ratings
🗓️ 4 April 2016
⏱️ 15 minutes
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Summary
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| 0:00.0 | This is Mac OSKIN. |
| 0:07.0 | Another analyst is in the SE on iPhones and privacy and |
| 0:16.6 | and frenemies unite for planet Earth. |
| 0:19.7 | It's Monday the 4th of April 2016. I'm Ken Ray and this is news from MacoS Ken |
| 0:27.1 | brought to you by yours truly and sponsored by Squarespace. |
| 0:31.6 | Start building your website today at Squarespace.com |
| 0:35.0 | then her offer code Maco-S-KAN at check out to get 10% off your first purchase. |
| 0:40.0 | This show is also supported by people like you patrons through Patreon. |
| 0:45.0 | Find out more and support this show at Patreon. |
| 0:49.0 | dot com slash Macoescan. |
| 0:52.0 | RBC Capital Analy to meet Darienani is into Apple's latest phone. |
| 0:58.0 | Despite its low cost and lower than usual gross profit margin, |
| 1:02.0 | Barron says the analyst saying he thinks the device |
| 1:04.6 | can make money for the Kubertsino company. Gross profit margin on the phone |
| 1:09.3 | is nothing like Lowe. Quoting his note, we estimate that 16 gigabyte iPhone SE's total build of materials cost is about $260, |
| 1:19.7 | roughly 22% cheaper than iPhone 6S despite using similar components. We believe the |
| 1:25.9 | build-in materials cost reduction came from price renegotiations as Apple suppliers |
| 1:30.4 | built excess inventory for iPhone 6S. This is evidenced by the date codes |
| 1:36.3 | and application processor tracing back to manufacture dates in August and |
| 1:40.1 | September of 2015. With a retail price of $379, our analysis suggests 16-Giby |
| 1:46.8 | iPhone SE gross margin is roughly 35%, much lower than the estimated |
| 1:51.7 | mid-40% gross margins for iPhone 5S and 6S. |
... |
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