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cover of episode When Tim Met Trump: Part II - MOSK: 11.26.2024

When Tim Met Trump: Part II - MOSK: 11.26.2024

2024/11/26
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Mac OS Ken

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Ken Ray (macosken)
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本期节目讨论了多个与苹果公司相关的新闻,首先是iPhone销量的回升,分析师指出Apple Intelligence功能是重要原因之一,并预测其未来将带来可观的收入增长。其次,节目关注了苹果公司与中国政府的合作关系,苹果CEO蒂姆·库克与中国总理李强会面,讨论了全球供应链的稳定性,凸显了中国供应链对苹果的重要性。此外,节目还报道了印度对苹果的反垄断调查,苹果公司因泄露敏感信息而面临调查,并试图阻止调查继续进行。在硬件方面,节目讨论了新款M4 MacBook Pro的维修难度,以及苹果公司对旧款MacBook Pro扬声器维修的改进。最后,节目还提到了Apple Card优惠调整,Panera Bread的3%返现优惠即将结束。

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The potential tariffs on goods from Mexico, Canada, and China could impact iPhone sales, but recent surveys show a growing interest in iPhone upgrades due to Apple Intelligence features.
  • Morgan Stanley analyst Eric Woodburn sees a rise in near-term intent to upgrade iPhones.
  • Apple Intelligence is cited as a significant reason for upgrades, with users willing to pay for unlimited access.
  • Despite potential tariffs, iPhone upgrade rates in China are turning positive.

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Translations:
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This is macos in a positive sign for iphone travellin tim travels to china and I fixed IT bust up a macbook pro IT is tuesday the twenty six of november twenty twenty four?

I can ray and this is news from macos can rought to you by yours truly and sponsored by one password extended access management, your solution for M D M and identity and access management learn more at one password dot com slash macos can this show was also supported by people like you, patrons through patron. Find out more in that your support at patron don't comes lash like O S. can.

Before we begin all of the stories you're about, the here we're written before incoming president Donald trump s made this terror announcement on monday. On day one, the returning exact says he plans to put a twenty five percent tariff on goods coming into the us. From mexico and canada, as well as additional ten percent terf on goods coming from china.

Whether those will actually go into effect in what those countries will do in response is unknown. Whatever the case, all of this was written before that happened in the way we go. Remember all the talk of iphone sales picking up on apple intelligence feature started picking up. At least one analyst says he is seeing IT apple three on o and part of a note monday from Morgan stanly analyst eric woodburn.

Not only is he saying near term intend to upgrade rising for iphone, in a recent survey, apple intelligence is showing as a big reason for IT listen among his key takeaway, intend to upgrade over the next twelve months, improving year on year more than his firm anticipated. It's not enough to move his expectation of two hundred thirty million iphone ship in fiscal year twenty five, but IT is enough to be notable. Things seem to be turning around for iphone in china ah not only is the middle kingdom no longer a year on your headwind for iphone upgrade rates and switching rates are decidedly positive despite just barely getting out of the gate.

Apple intelligence already at top five iphone upgrade driver, according to the analyst, with shout outs for theory, image enhancements in ChatGPT and integration as early killer apps of those surveyed who are not upgrading in the next twelve months have said the slow role for apple intelligence impacted their decision. Sounds negative. The wood ring spends a positive pointing to pen up upgrade demand heading in the iphones coming in the fall of twenty twenty five.

And finally perspective, iphone owners are willing to pay nearly nine bucks of months to get unlimited access to apple intelligence, implying seven to fourteen billion dollars of services revenue upside in fiscal year twenty seven. I do not understand people willing to pay nine bux amount for, they do not know what yet. But okay, overall, as mister woods ring survey results reinforced multi year iphone upgrade theses with stock in the company list at a top peg, the analyst has an overweight rating on apple shares and a Price target of two hundred seventy three box.

You know, the illustrations flash meme of a dog and a hat sitting at a table drinking coffee, while the house the dogs in burns around them, and the dog says, this is fine. yeah. That pumped to mind yesterday while reading an article from bloomberg that had more than twenty corporate leaders from globe spending companies, including apple CEO.

Tim cook meeting with china's premier lee chang on monday said the day before the beijing supply chain expo, the meeting last time for over one hour and was said to be very scripted, while the incoming trumped ministration and previously telegraphed now reiterated us carbs were not mentioned specifically, a report from china's official shahada news agency had a saying that beijing is against the coupling and urged efforts to maintain the stability of the global supply chain. You know, apple would probably like that to bloomberg points out disruptions to trade or a source of concern, especially for apple, which makes the majority of a type phones through fox kn. In the country and count china as the biggest market after the U.

S. For his part, and apples cook, emphasize how crucial the chinese supply chain is to the quota o company. In comments on the social media account of a state broadcaster, the CEO said he values apple's dealings with china by suppliers very highly, and that apple could not do what he does without them. Should apple C E O tim cook talked to returning president trump about the supply chain in china, he likely won't be talking about anything else during that meeting. The wall street journal rana piece over the weekend under the headline how tim code cracked the code on working with trump coding two key paragraphs and the first trump administration, the apple executive pioneer, to temper for how business leaders should engage with trump instead of sending government relations.

Executives are a lowest cook would appeal to trump t directly through phone calls and meals, said people familiar with the interactions cook and developed the meeting strategy with trump where he would bring one data point to home in on a single issue in the meeting, the people said that approach help keep the meetings from spy rilling in too many directions. Of course, twenty twenty four trump is not the same guy as twenty sixteen trump. Time has passed, and the crew around trump has changed.

For example, cook was tight with trust daughter and son in law of unit trump and jared cushion during the first administration. Indications are that they will not be involved this time around, the journal piece says. A number of companies are considering whether to propose ideas directly to the department of government efficiency LED by elon mos and biotech entrepreneur with gram sani or CEO might try following the money to D.

C. According to the report, one technology C, E, O said that with so many venture capitalists and trumps orbit, he plans telling more in his venture capital investors for influence in washington. Instead of relying on traditional lobbying firms. Neither apple nor the trumpet transition team responded to the journals request for .

comment apples .

dealing with an ongoing regulatory store complaint in india after a complaint by apple that kinda seme destined the fail. Apple insider recounts the story back in twenty twenty one. The competition commission of india, or C C. I, started investigating apple after a complaint from a group called together we fight society, or maybe together we find society.

But by the second one many way, they were complaining about surprise APP store fees and rules in july of this year, apple insider says the C, C, I concluded that apple has significant influence over digital products and services. In August of this year, the piece says the C, C, I had recalled the investigation due to a complaint from apple. The copa ino company said the cc eye report had disclosed privilege and sensitive information, including sales numbers for india, which apple does not disclose the C, C, I, as the involved parties to return the reports and destroy all copies made before IT issued new ones with the something of information reduction.

Now the C, C, I is pushing ahead, which is prompted a strange argument from apple. According to the report, apple claim that together we fight society didn't provide reasonable assurances that IT had destroyed the report. As a result, apple asked the cci to take action against the fighting fighters for non compliance with its order and to withhold the revised report.

Not surprisingly, that did not hold water with the C, C, I, apples request to hold the investigation report in a baLance was deemed untended ble, according the apple insider. More news in the moment, but first, to working today's sponsor, one password extended access management. May I remind you what the term desire path means.

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Yeah, don't see them in the office, but they're probably there. The systems you in your tech people have laid out are there for the safety and security of your business, but your staff may be following a desire path, a quicker, easier way to get their work done. Cheers for working smarter, not harder.

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One password extended access management solves the problems, traditional identity and access management and mobile device management. Miss IT is security for the way people work today is available now the companies with OTA and microsoft Andra and in bea for google workspace customers check IT out at one password dot com slash macos can. Dennis y number one, one password don't come flash Michael s can.

You may have thought about taking apart of brand new m four macbook pro, but the mad haters that I thinks that have gone and done that turns out those things are still hard to take a part and put back together properly. Mac rumors wrote up the terror down according to the peace. Removing the batteries still requires removing the track pad because the batteries and his tabs are under the track pad hardware.

Getting to the logic board is incredibly complex antibody as due to all the screws and the cables are in the way, plus said those pental lobe screws for which almost nobody has a screw driver. Now, despite the inherent difficulty, there is good news for third party or repair peeps in the latest macbook prose. Another piece from mac rumors says not only are the speakers on the new laptops the most affordable to repair, and about a decade, apple is reportedly making the stand alone thing retroactive for macbook prose, made from twenty sixteen through twenty twenty three.

If you needed to speaker replace, you had to replace the entire top case, which included the battery and other opponents. Now, mac rumors has apple telling technicians and authorize service providers that speakers are available as standalone repair parts for this false m for macbook pro models. Additionally, mac rumors has what IT calls a reliable source, indicating that apple is now giving technicians access to individual speaker parts for all fourteen ends and sixteenth macbook models with apple silicon going back to models with m one pro and m one max.

Well, that sounds like good news for do IT yourself is not so fast. Mac rumor says it's unclear whether parts of the older models will be added to the self repair store. And finally, today, one of the apple card perks is about to get less perky, nine to five max, as the three percent cash back offering a panera bread is going away.

That said, peel, sort and negligible. According the apple cards messaging, starting the first of members twenty twenty five, using apple pay, a panel bread will change for learning three percent daily cash back to the standard two percent with apple pay. I guess IT could be a big deal depending on how often you go there and how much you spend anyway.

You can always see that is hardware. Actually, three percent picks are pretty slim. Panera was apple's only three percent dining partner, according to the report. Macos can brought to you by me and sponsored by one password extended access management. Learn more at one password t comm flash macos can.

This show was also supported by people like you, patrons through patron, find out more in that your support at patron dot com flash macos can advertising handle by backbeat media online at backbeat media dot com you can reach me a couple of ways info at macos conduct com or call seven one six seventy zero four zero eight zero. Until next time that is news from macos can. I can, ray.

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