Mac OS Ken: 11.28.2022

Mac OS Ken

Ken Ray

Mac, Computers, Technology, Ipad, Tablets, Phones, Iphone, X, Apple, News, Smart, Os, Smartphones

4.8 • 972 Ratings

🗓️ 28 November 2022

⏱️ 16 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

- Wedbush: iPhone 14 Pro Supply Worsens Heading Into Holidays - Evercore: ~$6B Hit to iPhone Sales Likely “Deferred vs. Lost” - Riots and Protests Over Unpaid Wages and Bonuses at Zhengzhou Foxconn Plant - Foxconn Apologizes for (and Pays) Missed Pay - Reuters: 20k New iPhone City Recruits Took US$1,400 Buyout - Apple and South Korea FTC Seem to Reach Agreement on App Store Overcharges - A Back and Forth Battle Over iPhone Sales in Brazil - St. Louis Apple Store Workers Abandon Union Vote Plans - Sponsored by Rocket Money: Cancel unwanted subscriptions and save at RocketMoney.com/MOK - Looking for The Mac Observer's Daily Observations Podcast? Put this link in your podctcher of choice: https://www.macobserver.com/rss/dailyobservations_mp3.xml - Power what we do next for as little as $1 a month. Join the Mac OS Ken Test Kitchen at Patreon at Patreon.com/macosken - Send me an email: [email protected] or call (716)780-4080!

Transcript

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0:00.0	This is Mac OSKIN.
0:07.0	Pro iPhones aren't getting easier to get.
0:12.0	Unrest in iPhone city and actual cities in China, and St Louis
0:17.0	gives togetherness the slip.
0:19.6	It is Monday, 28th of November, 2022.
0:23.4	I'm Ken Ray, and this is news from Mecca West Ken,
0:29.0	brought to you by yours truly and sponsored by Rocket Money.
0:33.6	Cancel unwanted subscriptions and save
0:36.8	at Rocket Money.
0:38.7	dot com slash M-O-K. This show is also supported by people like you patrons through Patreon.
0:50.0	Find out more and your your support at patreon.com slash MacoS can
0:59.8	just before the Thanksgiving holiday we heard a warning from Best Buy that that retailer was running out of units of the iPhone 14 Pro line.
1:08.0	Apple, of course, ran out in the middle of the month, assuming you want one by Christmas. Now what Bush analyst Daniel Ives says, yeah,
1:16.7	iPhone 14 pro models are pretty hard to find. Apple 3.0 ran part of a note he wrote after a bit of Black Friday poking around.
1:26.0	Quoting a couple of parts of his note, we believe iPhone 14 pro shortages have gotten much worse over the last week, with very low inventories across the board seen on Black Friday.
1:38.0	We believe many Apple stores now have iPhone 14 Pro Shortages based on model, color, storage of up to 25% to 30% below normal
1:48.3	heading into a typical December, which is not a good sign heading in the holiday season for Cooper Tino.
1:55.2	His note goes on to say despite the softer economic climate we are seeing strong
2:00.0	iPhone upgrade activity through the likes of AT&T and Verizon and in-store
2:05.0	activity has been solid for Apple in most stores as well as the online channels.
2:09.8	That said, inventory is the issue, as many storage options and colors are limited today
2:17.1	and heading towards a major demand supply imbalance of iPhone 14 Pro models over the next month.
	...

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