Mac OS Ken: 12.22.2017

Mac OS Ken

Ken Ray

Technology

4.7 • 996 Ratings

🗓️ 22 December 2017

⏱️ 15 minutes

🔗️ Recording | iTunes | RSS

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Summary

- Morgan Stanley: iPhone X Pushing Serious Growth in China - Los Angeles: Class Action Suit Over iPhone Throttling - Chicago: Five Sue Apple Over iPhone Throttling - Hulu Premium Price Drops on iOS and Apple TV - Apple Poaches Three More Execs from Amazon Studios - "Sky: Light Awaits" Grounded in US Until March 2018 - Far Future Watch: An EKG for Apple's Chronometer - Near Future Watch: Apple Plans Activity Challenge for January 2018 - Get 10% Off of Your Squarespace Order with Coupon Code macosken at Squarespace.com - 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 OSKEN.
0:07.0	This is Mac OS Ken.
0:12.0	A note on iPhone growth in China, lawsuits break land speed records and an Apple
0:18.0	watch future watch. It's Friday the 22nd of December 2017.
0:24.0	I'm Ken Ray and this is news from Maco West Ken
0:29.0	brought to you by yours truly and sponsored by Squarespace. Your place online. Start your free trial today at
0:37.1	Squarespace.com and her offer code MacoWest can get 10% off your first purchase. This show is also supported by people like
0:46.2	you. Patrons through Patreon. Find out more in that your support at pat Patreon.com slash Maco-West can.
0:57.0	Morgan Stanley analyst Katie Huberty is still up as she can be on Apple shares.
1:04.0	CNBC had the analyst issuing a note on Thursday focusing on iPhones market share in China.
1:11.4	Bottom line, it's growing at a breakneck speed in her estimation, though there is a long tail,
1:16.7	tail as well. Quoting her note, data shows that iPhone 10 adoption in China is on a faster pace than the iPhone 8 and 8 plus.
1:25.8	Despite faster penetration of iPhone 10 versus iPhone 8 and 8 plus,
1:30.2	we believe there remains significant pen-up demand for the base of 2-plus year-old iPhone owners.
1:37.0	The early adopters were apparently the usual early adopters.
1:41.0	According to the Hube, almost half of Apple customers in China who bought
1:45.2	an iPhone 10 were trading up from last year's iPhone 7 or iPhone 7 plus.
1:51.6	This leaves a long runway of customers with older phones ripening for an upgrade by the day.
1:58.0	Ultimately wrote the analyst, these data points show that faster iPhone 10 penetration, coupled with increasing switching
2:04.6	rates to Apple, have accelerated market share gains for the iPhone in China.
2:09.7	She's got iPhone's current market share in the Middle Kingdom at a hair over 21%.
2:16.0	With such a bullish stance it'll come as no surprise that Apple is still her top
	...

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