Point/Counterpoint on iPhone in 2024 - MOSK: 01.31.2024

Mac OS Ken

Ken Ray

Technology

4.7 • 996 Ratings

🗓️ 31 January 2024

⏱️ 15 minutes

🔗️ Recording | iTunes | RSS

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Summary

- Ming-Chi Kuo Sees Trouble for iPhone in 2024 - Cult of Mac: Ming-Chi Kuo Note May Be Overly Pessimistic - Wedbush Stays Bullish on AAPL Despite the Bears - Apple Releases First Public Beta of iOS 17.4 - Apple Music Makes "Replay 2024" Playlists Available - "The Morning Show" Kicks Off This Year's PaleyFest LA - Apple Contributes to Native American/ Indigenous People Awareness Orgs - "Killers of the Flower Moon" Running High on Streaming Charts - Apple TV+ Garners Six NAACP Image Awards Nominations - Apple TV+ Wins a Pair of EMA Awards - Check Out the Latest Checklists by SecureMac - online at checklist.libsyn.com - Catch Ken on Mastodon - @macosken@mastodon.social - Chat with us in Patreon for as little as $1 a month. Support the show 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 OSKIN.
0:07.0	Point counterpoint over iPhone expectations.
0:12.0	It's apparently not too early to look back on
0:14.8	2024 and so much Apple TV Plus news. It is Wednesday the 31st of January 2024.
0:25.0	I'm Ken Ray and this is news from Maco West Ken,
0:31.0	brought to you by yours truly and supported by people like you
0:36.7	patrons through Patreon
0:39.3	Find out more and that your support at patreon.com slash Maco-S-Can.
0:49.6	Apple shares were down a little over three and a half bucks on Tuesday of all that
0:54.4	Bloomberg puts a defeat of TF international analyst Ming G. Quo.
1:00.4	Young MC hit medium Tuesday with a lot of negativity around iPhone.
1:05.0	According to the analyst, his supply chain checks show Apple has reduced orders for key
1:11.0	semiconductor components to about 200 million units down 15% year on year.
1:18.1	That's got him saying that Apple may have the most significant decline among the major global
1:22.4	mobile phone brands in 2024.
1:25.4	For the first half of this year he sees iPhone 15 shipments down 15% versus
1:31.4	iPhone 14 this time last year.
1:34.8	For the second half of this year he sees iPhone 16 shipments down 15%
1:40.7	versus iPhone 15 for the same period a year earlier.
1:45.0	These days, as the analyst, high-end smartphone buyers in China are going for foldables
1:51.0	and phones with on-device generative AI.
1:55.0	iPhone currently has neither of those and he doesn't see iPhone getting either until 2025 at the earliest. Also, Huawei is coming on strong in China. It's worth
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