Mac OS Ken: 12.05.2022

Mac OS Ken

Ken Ray

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

4.8 • 972 Ratings

🗓️ 5 December 2022

⏱️ 16 minutes

🔗️ Recording | iTunes | RSS

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Summary

- Evercore Notes Shorter Waits for iPhone 14 Pro/Pro Max - WSJ Says Apple Redoubles Efforts to Diversify Supply Chain - Evercore Says App Store Revenue Moved in Right Direction in November - Bloomberg's Gurman Says Apple's Mixed Reality OS Called xrOS - TF International Analyst Sees Apple’s MR Headset Pushed to 2H23 - Goldman Sachs Preps Terms for Apple Card Savings Account - Apple TV+ Orders Second Season of “Surface” - Alaska Snowmobiler First Individual Saved by Emergency SOS via Satellite - Sponsored by SimpliSafe: Get 50% off your new home security system by visiting SimpliSafe.com/macosken - Looking for The Mac Observer's Daily Observations Podcast? Put this link in your podcatcher 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 MacO-S-Kinn.
0:08.8	Positive notes on Apple, news on Apple's mixed reality plans, and where on Earth was iPhone's first satellite save?
0:17.0	It is Monday 5th of December 2022.
0:21.0	I'm Ken Ray and this is news from Macco West Ken brought to you by yours truly
0:29.3	and sponsored by Simply Safe. Get 50% of your new home security system
0:36.2	by visiting simply safe.com slash mecko-o-Sken.
0:42.4	This show is also supported by people like you patrons through
0:47.3	Patreon. Find out more and add your support at Patreon.com slash Maco-West Ken.
0:57.0	Two up notes from Evercore analyst Amadary Anani to end the week last week.
1:03.6	One was on iPhone 14 pro availability.
1:06.4	The other was on the App Store.
1:08.3	Both were highlighted by Apple 3.0.
1:12.1	On the phone, despite the plethora of production problems outlined here
1:16.2	over the past several weeks, Apple and FoxCon are shrinking the gap between
1:20.7	supply and demand in Daryanani's estimation. That said, it is still a pretty big
1:26.9	gap. Back on the 23rd of November, Waits stood between 35 and 42 days.
1:33.5	As of last week, they were down to between 25 and 29 days.
1:37.8	There are a couple of caveats to his note, though.
1:40.8	The first, weights in Japan are still pretty long standing at about 39 days.
1:47.0	As for the second caveat, Daryanani entertains the possibility that it's shrinking demand, not growing supply, that's causing the two to draw
1:55.2	closer together.
1:57.5	Quoting the analyst, although we note that demand has remained strong and demand destruction
	...

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