Mac OS Ken: 07.24.2019

Mac OS Ken

Ken Ray

Technology

4.7 • 996 Ratings

🗓️ 24 July 2019

⏱️ 12 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

- 3D Sensor Maker for Apple Sees Strong September-Quarter - LG Display Dropping $2.6B Into OLED Facility - Macquarie Stays Tepid on Apple Ahead of 3Q Earnings - Apple Seeks Tariff Relief on Made-in-China Mac Pro - Apple and TSU Tie-Up on Coding and Diversity Initiative - ExpressVPN: Giving you back your internet privacy. Find out how to get 3 months free at ExpressVPN.com/MacOSKen - 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.
0:07.0	This is Mac OS Ken.
0:11.0	Strengthen the supply chain. a tepid view of Apple, and an interesting request from
0:17.7	Cupertino.
0:18.7	It's Wednesday, the 24th of July, 2019.
0:23.4	I'm Ken Ray, and this is news from Maco-S-Ken.
0:28.9	B.
0:30.3	Truly and sponsored by Express BPN. Take back your internet privacy today and
0:35.8	find out how you can get three months free at Express VPN.com slash
0:41.6	Maco-S-Kken. This show is also supported by people like you, patrons through
0:48.4	Patreon. Find out more and add your support at patreon.com slash Maco-Sken.
1:00.0	Signs of strength for Apple in the supply chain will start near term, which is when we find
1:05.7	chip supplier AMS reporting strong second quarter results and what CNBC calls an upbeat outlook in its consumer business.
1:16.0	Not that they make things for consumers, rather they make things for things for consumers.
1:22.0	The piece says AMS provides 3D sensors for Apple's face
1:26.3	ID technology as well as for Android devices and business is apparently about to boom.
1:34.0	AMS is calling for revenue of between $600 million and $640 million.
1:40.0	That's up significantly from the June quarter revenue of $415 million.
1:46.0	According to CNBC, the Austrian chipmaker said it expects growth will be driven by high volume
1:51.6	ramps for smartphone sensing solutions.
1:55.0	The results reflect the strength of AMS's portfolio and more supportive demand trends
1:59.6	in the consumer market, the company said, in its earnings release.
	...

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