Mac OS Ken: 09.24.2019

Mac OS Ken

Ken Ray

Technology

4.7 • 995 Ratings

🗓️ 24 September 2019

⏱️ 17 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

- Piper Jaffray Survey Indicates Flat iPhone Growth, Modest Revenue Decline - What do Smokey, Yogi, and Rosenblatt Analyst Jun Zhang Have in Common? - A Look at the iFixt Teardown of iPhone 11 Pro Max - A Look at the iFixt Teardown of iPhone 11 - Fast Company Finds Odd Location Sharing Bug in iOS 13 - Apple Will Keep Mac Pro Production in Texas - Galaxy Fold Due in the States This Friday - Apple Uses TV+ Shows in NYC Sessions - Apple TV+ Teasers Dropped During Sunday Night's Emmys - Oprah's Book Club Hits Apple Books Ahead of Apple TV+ Show - iFixit makes it easy to repair all your Apple products yourself with their all-in-one Fix Kits. Visit iFixit.com/macosken and get $10 off your next $50 fix. - 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.
0:12.0	Negative notes on iPhone 11 peeking inside Apple's communicators and Mac Pro
0:18.0	production is staying in the States. It's Tuesday the 24th of
0:22.4	September 2019.
0:25.0	I'm Ken Ray and this is news from Maco West Ken
0:30.0	brought to you by yours truly and sponsored by I fix it. Save $10 on your next $50
0:37.2	fix at I fix it.com slash Macocan. This show is also supported by people like you, patrons through
0:47.6	Patreon. Find out more in that your support at Patreon.com slash Maco-Scat.
0:59.1	On the heels of news of better than expected iPhone 11 sales to surprising notes of negativity around
1:05.6	Apple's latest phones. Well one surprising note of negativity and one from
1:11.2	Rosenblatt analyst June Jang.
1:14.0	We'll start with the more surprising one first, which comes from Piper Jaffrey.
1:18.0	CNBC had that firm saying that people may be sitting out this round of iPhones waiting for an anticipated
1:25.7	5G iPhone in 2020.
1:29.1	According to CNBC, the Piper Jaffrey survey of more than 1,500 U.S. iPhone users found 51% of respondents said
1:38.4	they would buy one of the new versions of the iPhone this year, compared with 69% last year after the release of
1:45.9	iPhone 10-R, 10-S and 10-S max. The lower selling price for iPhone 11 could be a blessing and a curse for Apple. The firm thinks Apple will sell about the same number of iPhones this year as last year,
2:01.0	blessing, while seeing iPhone revenue drop about 1% for fiscal year 2020
2:06.1	versus fiscal year 2019 curse or as Piper put it it is the lower iPhone average selling price that we believe will enable relatively stable unit volumes,
2:18.0	i.e. lower pricing entices users to upgrade ahead of the upcoming 5G cycle. When 5G
2:26.4	iPhones hit though, the firm thinks iPhone revenue will rise 2% year over year,
	...

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