Mac OS Ken: 09.26.2019
Mac OS Ken
Ken Ray
4.7 • 996 Ratings
🗓️ 26 September 2019
⏱️ 13 minutes
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Summary
Transcript
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| 0:00.0 | This is Mac OSKenn. |
| 0:07.0 | This is Mac OS Ken. |
| 0:11.0 | Analysts on iPhones, today's and tomorrow's, an annoying message from Apple and the pluckiest |
| 0:20.5 | iPhone in the world. It's Thursday the 26th of September 2019. I'm Ken Ray and |
| 0:29.2 | this is news from Maco-S-Ken. B brought to you by yours truly and sponsored by I Fix It |
| 0:36.8 | save $10 on your next 50 dollar fix at I fix it.com slash Maco-S-Kan. |
| 0:46.0 | This show is also supported by people like you, patrons through Patreon. |
| 0:51.6 | Find out more in that your support at Patreon.com slash Mac OSKam. |
| 1:00.0 | Remember when Wall Street thought Apple should make a low-cost iPhone to grab market share? |
| 1:07.0 | Guess what Wall Street is worried about now? |
| 1:11.0 | Bloomberg has word of a note from Deutsche Bank that firm's concern that average selling |
| 1:16.1 | prices for iPhone are headed for a precipitous dip. |
| 1:20.3 | Analysts Jurele Ong thinks ASPs will fall between 4% and 6% in fiscal year 2020. |
| 1:28.0 | That drop will be driven by two factors in Ong's estimation. |
| 1:32.0 | The lower cost of iPhone 11 at $694 versus last year's |
| 1:37.1 | iPhone 10-R price of 749, and the even lower cost of iPhone 8 and iPhone 8 plus, both of which are still out there. |
| 1:48.0 | According to the report, Aung noted that cheaper prices could yield higher unit sales, although we do not yet have a strong enough |
| 1:55.6 | sense of how pricing in conjunction with the new feature sets of the new iPhones will impact |
| 2:01.0 | overall unit demand. |
| 2:03.4 | Even if there is an uptick in units sold, he's worried it won't be big enough to offset the |
| 2:09.2 | decline in ASPs. |
| 2:11.5 | Ong's not alone in his worries over iPhone average selling prices. |
... |
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