cover of episode A Big Week Begins for Apple - MOSK: 10.28.2024

A Big Week Begins for Apple - MOSK: 10.28.2024

2024/10/28
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Greg Joswiak:本周苹果将发布一系列令人兴奋的新产品。 Michael S. Krill:本周苹果可能发布新款Mac mini、更新款iMac和MacBook Pro,新款MacBook Air则要等到明年初。此外,iOS 18.1也将在本周发布,带来新的健康功能和人工智能体验。 Daniel Ives:iOS 18.1的发布标志着苹果人工智能革命的开始,并将推动iPhone 16的超级周期,尤其是在中国市场。他预测苹果将在2025财年创下iPhone销量新高,并成为首家市值突破4万亿美元的公司。 IDC:尽管面临来自国内外厂商的竞争,iPhone 16系列在中国市场的推出使苹果重返前五大智能手机品牌行列,但市场份额有所下降。 华尔街日报:印度尼西亚禁止销售iPhone 16,原因是苹果未满足当地的投资要求。 The Verge:苹果赢得针对Masimo公司设计的专利诉讼,但赔偿金额仅为250美元。 9to5Mac:Safari浏览器将在今年晚些时候支持空间静态图像和视频。 MacRumors:iOS 18.2将在Apple News+中添加每日数独游戏。 Michael S. Krill: 本周苹果的新闻有很多,包括即将发布的新款Mac电脑,以及对许多用户来说影响更大的iOS 18.1更新。iOS 18.1将为iPhone带来听力健康功能,并首次展示苹果的AI功能。Wedbush分析师Daniel Ives认为,这是消费者AI革命的开始,并将开启iPhone 16的超级周期。他指出苹果庞大的用户基础、强大的服务业务以及消费者AI对苹果生态系统的渗透,都将推动iPhone销量增长。他预计,在未来几年,全球超过20%的人口将通过苹果设备与AI互动,苹果在2025财年的iPhone销量将达到历史最高水平。尽管如此,他承认并非所有需要升级的iPhone用户都会在今年升级。关于中国市场,尽管苹果的AI功能缺乏中文支持,并且在中国没有LLM合作伙伴,但他认为这些问题很快就会得到解决,并预计苹果将在未来几个月内在中国找到AI合作伙伴。 此外,苹果将于本周四公布其2024财年第四季度财报,预计iPhone表现强劲。IDC的数据显示,尽管竞争激烈,iPhone 16系列的推出使苹果重返中国智能手机市场前五名,但其市场份额有所下降。印度尼西亚则禁止销售iPhone 16,原因是苹果未满足当地的投资要求。在专利诉讼方面,苹果赢得针对Masimo公司的诉讼,但赔偿金额仅为250美元。最后,Safari浏览器将在今年晚些时候支持空间静态图像和视频,iOS 18.2将在Apple News+中添加每日数独游戏。

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AppleInsider predicts a week of press releases, coinciding with Wedbush's claim of an iPhone 16 super cycle starting with the iOS 18.1 release. Apple's Q4FY24 earnings call is set for October 31st, and analyst Daniel Ives predicts strong iPhone performance and bullish December projections.
  • Apple is expected to release new Macs with M4 processors.
  • iOS 18.1, launching this week, will include hearing health features and initial Apple Intelligence features.
  • Analyst Daniel Ives predicts a super cycle for Apple, starting with the iPhone 16.
  • Apple's Q4FY24 earnings call is scheduled for October 31st.

Shownotes Transcript

Translations:
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This is macos can prelude .

to an event for week and apparent resurgence for iphone and china. And spatial video is hitting the web. IT is monday twenty eight, october twenty twenty four.

I can, ray. And this is news from macos can brought to you by yours truly and sponsored by and cognition. Ping, you take back your personal data, get sixty percent of an annual plan with code.

Macos, can at economy, don't calm flash, Michael s. can. The show was also supported by people like you, patrons, through patron, find out more and that your support and patron not come lash macco s.

Cann when you'll senior VP of marketing .

greg jowls said on twitter last week that this week will be an exciting week of announcements. Some think he meant that literally landing at apple insider her after his time at I Moore. Oliver hastings is expecting a week of daily press releases as that updates the mac line to accommodate the m for processor.

As for what we can expect, the piece as a new mac mini, refreshed I mac and updated macbook poor, all thought to be in the cards, while those hoping for a new macbook care are said to have to wait until early next year. That we last week from jaws said that, that would start on monday morning. So good morning.

Go see what's happening in apple dot com slice news room or you know, any apple new side out there or, you know any major news site out there, or, you know, check back here tomorrow. I guess new max are not the only hot new veness coming from apple this week. The thing that is likely to affect many more people is IOS eighteen dot, one that is definitely hitting this week, almost definitely hitting today.

It's the Operating system that will bring hearing health features for iphones tied the airports pro two. And of course, the first glimpses of apple intelligence excited about apple's four a in the A. I is wet bush analyst Daniel ives. I have three not old, and part of a note he wrote on sunday, on sunday, marking today as the day apple intelligence starts at slow role. The analyst says.

This is the beginning of the consumer A I revolution, going through the doors of CoOperating o and walking of a true super cycle for apple, starting with iphone sixteen, running through a numbers list of positives missed by the national air and A, A P L haters. What he thinks he gets that they know is one apple's unmatched installed base, over two billion IOS devices with about three hundred million iphones in the window of an upgrade opportunity. Two, a services business were two trillion dollars evaluation, which is increasing its motivation of the customer base.

In three, his belief that consumer A I will go through apple's ecosystem with over twenty percent of the world's population ultimately interacting with A I on apple device over the next few years. Well, he sees roughly three hundred and million iphone ready run upgrade. Having not been replaced in over four years, he doesn't think that they will all be upgraded this year the way he and his seat apple could.

Some north of two hundred forty million iphone units in fiscal year twenty five, as this A I driven upgrade cycle takes hold, making this the highest iphone unit sales year in apple's history, according to ives, now about one hundred million of the roughly three hundred million iphones in the window of upgrade are in china, according to the analyst. While many have worried over the lack of languages besides english for apple, le intelligence and the lack of an LLM partner in china, i've thinks those issues will be addressed soon. He, in his expectant chinese A I partner to be formally over the next few months, I have note, seems to have been penned.

With this week's apple earnings call in mind, the analysts expects the company to report strong iphone performance for the september quarter as well as relatively bullish december iphone. Man commentary mister ives has an out performing reading on apple shares, and a Price started three hundred dollars. And just for fun, he threw into the note his expectation that in twenty twenty five, apple will be the first company to hit a four trillion dollar market cap with the red bush note as lee then seems as good a time as any to remind you of the earnings called deeds.

This thursday, the thirty first of october, apple will report earnings for the fourth quarter of fiscal year twenty four as well as telling up the full year numbers. Will hit after the bell about four thirty P M eastern n one thirty pm pacific, half an hour later at two pm pacific, five pm stern. Apple exec will pick up the phone and read out numbers and the color and do the Q N A thing with analysts. You can hear the call as IT happens on apple's investor site. IT will be made available as a podcast soon after, and we will roll around in all a bit right here on friday.

Even with increased .

competition from wall away and without localization for appelle intelligence in china, september quarter numbers from idc show iphone someone resurgent in the middle kingdom. It's kind of a good news, bad news thing. Actually, the good news for apple. According to the market tracker, the cupertino company reentered the top five smart phone companies at second place with the launch of its new iphone sixteen series. Initial sales big years are on par with its predecessor, and the company anticipates the upcoming promotions and the anticipated launch of apple intelligence will drive future demand.

The bad news while apple is back in second markin sheer actually shrunk a bit by the september quarter of twenty three, the firm had a second place market share of sixteen point one percent this year that is down to fifteen point six. The corporate o company was one of only two in the top five to see its share shrink, the other being fifth place honor, which was first placed by the same quarter a year ago. Chinese O E M B vo war way and show me contributed to the three point eight percent growth in the android market, according the idc, each achieving robust double digit growth.

September market, the fourth consecutive quarter for growth for the smart phone market in china despite ongoing economic chAllenges as idc consumers are highly motivated to purchase new smart phones after three years open up demand. The market tracker anticipates continued growth, bolstered by the early release of flagship models from leading brands as well as the early kickoff of the singles day shopping festival. The iphone sixteen line is off the market in indonesia.

A piece from the wall street journal says the country has blocked sales of apple's latest communicators over what officials say is the company's non fulfillment of local investment requirements. The journal explains, under an indonesian policy aimed at supporting domestic industries and reducing dependence on imported products, companies have to meet the requirements for using goods or services source from within the country. This can be done by a various means and coding investments or hiring local workers.

The report has the country's industry ministry saying apple was supposed to have invested roughly one hundred nine million dollars us in the country to be granted a license to settled iphone sixteen. By indonesia reckoning, though, apple's investments are a little over fifteen million dollars short, people are allowed to purchase iphone sixteen outside the country and bring the men provided there for personal use only, not be traded or sold. None of apple's other products are subject to such a ban, according to the report.

The journal reached out to apple for comment but didn't hear back. More news in the moment, but first to working today's sponsor in cognitive ping. You take back your personal data, take back from whom? From data brokers, companies will compile info about me and you and everyone we know then sell IT info on us can be used to targeting us with dads, decide some insurance rates hacked, sometimes even steal our identities.

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Well, you had to call this antiquorum tic a piece from n gadget, says apple has one a case against medical tech company masami and has been awarded the prince some of two hundred fifty dollars. No, I didn't leave off any zeroes. According to the report, the federal jury agreed with apple that a couple of past massive m watches infringed apple's design patterns for reasons the piece does not get into.

The jury settled on the award of two hundred fifty dollars, which was the smallest award they were legally allowed to give. And god says, apple lawyers reportedly told the court that IT wasn't after money anyway, but IT was after wasn't injunction on the sales of mass most current smart watch models. However, the peace continues.

The jury determined that those newer models do not violate apple intellectual property. Apple is said to be treating this is a Victory, which is funny sense, alban, apple's lawyers wouldn't bend over to pick up two hundred fifty dollars they saw on the ground. Seriously though, what are they gna .

say special photos .

and video are heading to the web, a piece from the site. Petey XL says apple is adding support for those formats to apparently by years. And right now, the report says apple vision pro users who want to view spac content have to view the actual files either by capturing them on the device or grabbing the files from someone else to delivery mechanism such as line message or air drop.

Later this year, the piece as safari will support spatial steals and video. So if somebody he's reading an article on a website using one of apple's headsets, they will be able to send depth and the mentioned and any special steals and video posted shouldn't mess up anything else though. If you're viewing that content on an iphone and ipad, a maker, some other more traditional device stuffer still look flat.

But the pixel says apple has been shifting its entire product strategy to support the capabilities of vision pro, and IT looks forward at what IT believes to be the future of visual content. And finally, today, perhaps anticipation of news slowing down towards the end of the year or maybe figuring we'll need something to take our minds off IT. The coubertin company is adding another game to apple news, plus the piece for mac rumours says I O S eighteen and two will bring daily sadoc u puzzles to the quote news and quote application.

The report says the puzzles will include easy, moderate and chAllenging difficulty levels. Players will also be able to track such dats, a total number of puzzles solved, fastest completion times per difficulty level and more. The puzzles are also known to be an IPO s eighteen dot two, with MC rumors figuring they will also be in macos coia fifteen, not to those Operating system.

Updates are expected sometime in december. Michael s. Can, brought to you by me and sponsored by incog me, get sixty percent of an annual plan with code macos can at incognito t 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 come slash macos can advertising handled by backbeat media online at backbeat media dog, you can reach me a couple of ways. Info at mcs c com or call seven one six seven eight zero four zero eight zero.

Until next time that is news. wrong. Machakos can. I can, ray.

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