This is Mac OSKIN.

2 might equal something.

This is Mac OS Ken.

2 might equal something.

Qualcomm throws a serious punch and the curious case of the missing part

it's Monday the 16th of October 2017. I'm Ken Ray and this is news from

Maco-S Ken brought to you by yours truly and supported by people like you

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It looks like sales of iPhone 8 are going well, especially if you hold the light just

right, look off in the distance, and squint.

9 to 5 Mac has new numbers from Apple manufacturing partner FoxCon that say nothing about

iPhone specifically, though their implications are not bad.

According to the piece, the iPhone assembler has reported revenue of $14.83 billion US for the month of September.

That's up 42.4% from August, though down 3.7% from September of 2016.

How are numbers that are down 3.7% year-over-year good for iPhone?

Because they're only down 3.7%.

Quoting the piece, with revenues slightly down on last September,

this suggests that initial iPhone 8 production is only slightly lower than that of iPhone 7 last year.

Given the number of us waiting instead for the iPhone 10, that would represent surprisingly good sales of the more iterative model.

Of course the piece points out that Apple isn't the only company for which FoxCon builds things,

but it argues, the iPhone assembly operation is such a huge part of the company's business, especially during launch months, that it's not unreasonable to draw some conclusions.

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