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How long do we have to wait for the iPhone 8? (The 3:59, Ep. 260)

2017-08-02
on wednesday august 7 ii seven eken 79 seqable days August 79 it's a four to six thousand 359 and I'm already tagged out for the day good morning Roger tang and Ben Fox Reuben what's up everybody good morning all right we're gonna be talking about Apple all day no Apple shocker right we avoided that chunk we could yeah but you know what Apple reporters last night pretty surprising and interesting stuff that came out running so we're gonna talk about that was it down it was it was kind of I like the Apple watch stuff numbers themselves were not as interesting I think a lot of people are taking more into the revenue forecast I mean that means for iPhone 8 but we'll break all that down for you as usual any questions leave them in the comment section brightly feel best and we'll get to them in 3 minutes and 59 seconds from 3 to welcome to the 3 to 9 I'm Rutter Chang I'm Ben Fox ribbon apple posted earnings last night and they drop some hints about the next iPhone it offered a pretty rosy revenue forecast for the current quarter which suggests that at least some new iPhone will come out by September obviously they've been a lot of rumors that the big iPhone 8 will be delayed until later October or even later in the year but the forecast seems to suggest that Apple is on track just by the way like the stock is at an all-time high because of this so up then we figure you excited are you like you pumped for iPhone 8 or iPhone 7s or whatever they're going to call it I mean I definitely want to see what it's what it looks like the rumor mill has been going crazy for like the past year so obviously we want to finally see what this is supposed to look like yep but typically Apple rumors tend to be right a lot of the time so the assumption that this was going to be delayed I thought they were right about it I thought that this was probably going to push out a little bit further so ya know I talked to investors I've talked to analysts and everyone sort of assumes there's going to be some sort of delay the sort of compromises that we might get an iPhone 7 sn7 s+ sort of a slight upgrade in September and then an iPhone 8 the fully wholly readily redesigned wholly radically redesigned iPhone eight will come later in the year because out of my constraints that doesn't mean two different events right they're going to balance both I think they'll announce a mobile now it's both and they'll say you know the 7s and 7s plus are available for pre-order and a week or two iPhone dated remember you know it don't mumble it away like oh yeah coming with and the iPhone eight is expected to be the like the high spec okay that's right thousand dollar thousand-dollar iPhone AMOLED display you know all the bells and whistles you can imagine that you know removal of the bezel the full redesign that could come in October I have to say that anybody that's willing to pay that much is willing to wait until October that's not that much later you're going to wait a couple more weeks if it's later than that then you know like you're starting to upset people but even then you're not and like people are still gonna buy it well I think that's why there's some debate now but whether what this forecast really means because that revenue for guess was higher than a year ago and much higher than this this past quarter which suggests they expect pretty robust sales supercycle as it were another supercycle yet but they expect you know healthy sales and you're not going to get that if you're getting if you're not going to have that iPhone eight so there's some debate about whether or not that radically resentful will actually show up okay so I know the iPhone is like the big deal for Apple all the time but let's get to like some of the other devices yeah the iPad had actually improves for the first time in what was it like thirteen quarters is well just it was thirteen consecutive quarters of declines if this is the first one that actually went up year over here which was just like a dead cat bounce we're like really hit rock bottom or people actually like buying iPads well you know Tim Cook talked a lot about the education market I imagine them being been successful in getting iPads into schools and businesses you know they obviously they cut the price on their base iPad I think that helped a lot they introduced a new iPad pro the ten point and I think five ten point five inch yeah like the kind of middle ground iPad pro which I don't know if that actually helped I don't know anyone who actually I go like to people who own an iPad pro who actually paid for one sure I don't actually know if they're they're doing well but it seems like the kind of on the budget side of things that peds doing well right and on the other thing that I wanted to mention was the Apple watch yes they clued us in they said that's 50% increase in sales this is very positive for a device that like we have not been the nicest to on this podcast dying that it's not you know it's the best SmartWatch out there which doesn't mean a whole lot oh yeah and they talked a lot about how from a market share perspective they are far and away the leader but there there are there there is no but there's also no real clear pictures of what the market looks like so you know it there aren't that many concrete numbers we still don't have a good education because they bundle the Apple watch under other components which include air pod sales which include accessories Beats headphones so it's really unclear exactly how well that Apple watch do but it's I mean yeah the the growth you mentioned that's that's pretty impressive either way all right so they have a ridiculous amount of money way to go Apple yes and their stocks at all-time high so if you're know that's very good for you I'm not I'm not either I am not full disclosure but yeah I like going back to the iPhone numbers I mean it was up a little bit and there's you know they still about 41 million units and you know basically any other company that's they want they would kill for that this is a ho-hum quarter we're just talking about how this is this is their sleepy right boring quarter for the new iPhones right exactly like they're just clearing out the inventory yes also forty point million years that's kind of amazing right into I do have to wonder why folks were buying their phones now like are you not thinking about just a few weeks from now where the new iPhone comes out yeah gotta have you out of the current one goes down by about a hundred doll exactly like even if you don't want the newest and greatest that that next iPhone or the this current iPhone will probably get a little bit cheaper I think 41 million people accidentally drop their iPhones in the toilet and they're like me to rush out and get a new iPhone that's what after that is a highly plausible I will wrap it up for these stories are more check us out and seen it I'm Roger I'm Ben Fox Ruben thanks listening boo-boo-boo-boo well that was way banks four minutes three minutes when was the last time when was the last time we did four minutes that's a legitimate question I want to ask the audience one of the left April attract this more than we did more minutes accurate all right so what do we think is going to happen we're going to get a delayed event this year that's kind of well I think the event might might be around the same time I think the actual launch might be a little delayed I think it'll come out at the end September I think there will be some serious supply constraints I think it's really really tough to get one especially the iPhone 8 whenever that comes out that's going to be that's what they're calling it I don't know we've been hearing the 7s and listen yes I've been hearing there are a lot of rumors about this that there are two versions there's going to be like the minor upgrade mm that's like the S upgrade and then the bigger iPhone and make retention as opposed to like naming them all three the iPhone aid or naming all three I mean it's the the kind of Steve Jobs fanboy me is kind of annoyed by that because you know he was big on like the idea of like one phone and now we're to like six or seven different I thought if you have the S II Israel models like different variants it were just like in this crazy number of however yeah look at Samsung you know like they come out with like a different phone every five seconds well yeah yeah Samsung that's it's different though because they they've come up with phones for different categories right like there are super cheap phones or mid cheer phones like apples technically supposed to be like the one high-end phone for you except now there's like seven options yeah speaking of Samsung I like this comment from zombie see enjoy your Samsung enjoy your sampling displays sheeple welcome to 2012 Apple that's true oh yeah I cold water the OLED display has been around for a long long time Apple is finally gotten around a stop again we're so excited we're okay we're totally finished through the nose for it oh yeah you want that mo-mo LED display is LCS a but for 725 dollars yeah yeah you're gonna have to pay a lot more money to get it on the iPhone aid which I know for like the fanboys like fanboys and fangirls like they're all going to go for that phone and that's probably going to be the one that like everybody I mean where they work just fine that I always say like they had apples innovations so to speak appeal to someone like my mother who wants it simple and taken care of for her it does the heavy lifting for her kind of situation hell I appreciate that myself to a certain extent right I'm lazy and there's last I'm real lazy guys we all know yeah I know I know you got to wonder though why Apple does an embrace stuff like right now Danny Green and DEF CON are having a bit of a chat about removable storage in our YouTube channel and it was like well how hard would it be for Apple to appease its audience once in a while instead of like trying to lead the pack and by lead the pack I mean like recycle things that aren't bad ideas they're not new ideas either know that I think that discussion gets recycled every single year yeah as far as removable storage unfortunately Samsung with its flagship phone this year it went in the other direction yeah whereas in previous years you could do removable storage I think Apple they just are able to upsell you on higher storage yes it's like too big of a market for them to it's they charge you an extra $100 for something that costs them like I don't know maybe six or seven so they don't want to provide you with removable storage yeah that's exactly it I mean it's it's it's their way of getting you to pay up and they've got some crazy margins of that memory because it's it's not like the memory is not expensive it's $100 more for 64 gigs now why would it be I think is yeah so we didn't get to this like home pod thing too so apparently there we had some software they came out related to the home pod there was like a new form factor this was basically generally an image of the designer the icon of the new iPhone was found in my ceiling code the silhouette right yeah found in the code for or some software that would go into home pod and has covered outline of this sort of all screen look right yeah and it's pretty much in line with what we've seen I think it's kind of interesting that it's it basically looks like the same design as the essential phone oh really yeah do you think oh I think all screen is in the top just come a little lip for the camera for the front-facing camera right and that's essentially what the essential phone looks like I would be very curious to see if they do go that route which we've been expecting them to wear like the fingerprint sensor ends up because we know what happened with the s8 right so I mean Apple right yeah right the smaller indications say that they're going to get it in the front underneath the glass mmm I mean if they do that's that's definitely a one-up speaking of innovation like that would be innovating because no one else's figured it out right like I and I don't I haven't been hearing any rumors at all as far as their note eight there was a chip which I think it was one of the Chinese phone makers held an event talked about how they were going to put it in their phone but the phone just come out to like middle next year so they kind of like tease it like we've got were the first we've got this fingerprint sensors of loud mention well by the way the phone's not available for like another year so so first step first it's about as relevant as being first in the comments exact ouch okay sure though hey Vijay wants to know if there's any Apple watch three updates no updates from the conference call I mean Tim Cook was asked a lot about new products he wouldn't comment on upcoming products I mean I think if we could safe bet to think that there will be a new Apple watch nation or later earlier like this year yeah fresh you think they put that alongside the big iPhone unveiled oh that seems like it'd be severely in the shadow I don't know maybe maybe it'll hold a separate October event oh thank you that oh that means we got two late nights come on yeah plenty late I got we got the note eight coming up man yeah that's true do you think if they did release the Apple watch three would it look any different than the other two that was the thing the Apple watch to like the I gotta say didn't look at any different I really to make a round watch when I'm really liking I'm taking the round watches it looks like you are I know I'm rocking one of these the gear s3 and it's a little too big for me but is still nice now I was sitting in room actually in Google's offices yesterday surrounded by new Android wear watches and they're all circular they're all fashion brands all really nice and they don't have like the chin thing on them I remember there were like some Google watches that had oh yeah no no chin yeah no chin is they figured out hundred thank God good question from Danny Green so Apple does the face ID can you set more than one person I have my touch ID did set so that my wife and son can access my iPhone in case something happens to me that's a really good thought I wonder yeah I mean I would imagine yes like it's just a matter of storing the profile you would think it'd have to mimic the functionality of touch ID I necessarily using the finger we know Apple they kind of get some of that that those little touches down usually they're pretty good about those details so I would imagine something like different users or different faces good can't PlayStation do that already I don't know I don't have to protect with Ackerman again I thought I remembered him showing me something about facial recognition and PlayStation that might have anybody can tell me in the chat like to hear about it Apple the Xbox do that does it look what connected I don't also run on a 360 so Apple will also benefit from Samsung's release of the s8 previously because like they had facial recognition in that phone and then everybody like there were a lot of like tests on it that you could just put up like a picture or something so there's some debate about that because I think we tried during our run through the essay I think we tried a picture and it didn't work but I think that was during the initial demo stage I don't know if like that's what the final software looked like yeah yeah there are the results of some questions about how secure facial recognition was I think Samsung maybe argue that it's more about convenience and security like if you really want security you want to lock it down with something else like the iris scan I respect ID or whatever fingerprints on yeah so let's fill in DEFCON 1 says that you came in late and you guys to know what the updates on touch ID are I'm going to say is we don't know yet we don't know we don't know anything the writing's on the wall I don't see we're not supposed to speculate but what I do that's this whole show to give a reliable speculation they're going to rename the iPhone the Apple phone or the I don't know I am at if I do like if you so cat is where I found that what it would be the Apple phone episode Epiphone Apple phone a shout out thanks to Quincy Williams yes PlayStation has face recognition there you go I'm behind the time for my video gaming I'm sorry yeah hey well I have an xbox one that just collects dust so he pretty awesome Joseph wants to know where's our brine Chong Ryan not for this show people right now there are other podcasts that see that now there are we're trying I mean he maybe we should have a modern when he's yeah you know one point when he's here for the Samsung event reach other yeah yeah totally yeah mmm-hmm anybody want to see Brian song yeah no sure I saw him on comic-con oh cool yeah hung out with them how's he doing good how's the family Hey yeah good you just kid he just got back from a family vacation he was looking rested Hawaiian jerk I don't want Hawaii next year dude hope you don't treat me that I want to get back some agree with oh man we just about got to wrap it up here yeah one more question from elite Brian gaming is the home pod worth it we're still I mean we don't know yeah we don't have not yet have one yet yeah it's like later this year they showed off a really early version during WWDC so you know we we will definitely get back to you in a yeah we will review the crap out of it we're excited to see it yeah yeah yeah our home stuff is always kind of a fun experiment because it can also be very unpredictable and it can also go just get scurry enough where it's like oh this is weird and hysterical like that conversation between Alexa and Google assistant oh yeah where they talk to each other it was priceless like it alott that for hours what what I would say about that is that if you're really interested in the smart home stuff you might want to start with like an echo dot because it's only fifty dollars but if you're really really into the Apple ecosystem then it may be worth it for you to spend on three hundred and fifty dollars for the whole times it's a lot of money I've also seen a lot of studies that say that Syria just is a worse voice assistant but then again you remain how R this thing I think is a big it there's supposedly AK mark maybe it's supposed to be updates to Syria and make it smarter or more it's not going to be overnight the energy overnight so take time yeah she needs to learn right so I would probably direct people to the echo dot you'd save a lot of money but you know if you're really into the music maybe you want to get the home pod I don't think I would spend three hundred and fifty dollars I'm not no no not for me that music market is probably a good place to target though to try to draw the folks in and those who want to be the loyalists of course but those who want to be part of the building of the next one since the echoes kind of established at this point right that device has I mean it is leaps and bounds above the rest but maybe somebody wants to be part of that building process the innovation the beta per se yeah I do your action factor I like I want my icons of dawn I don't I don't need no arms ride or brave Expedition vs. wait those all settled and like everything is all gentrified and I'll move in right yeah I'll use when it comes to technology but yeah question or a classhole' yeah yeah and will when we get a chance to look at it will we'll have a lot more to say couple more quick keys to fire up before we're done DEFCON one is inquiring about how facial recognition will work in the dark and that's something I have not thought of what you got I think that I will tell you I the the flash would probably flash it I believe for the iris scanner it actually does work in the dark as it uses if red ah there it is so just okay night yeah I say I wonder if like you got out with around to the note seven so I'm not sure why but yeah yeah that was one that was the last time they had a I don't know we were not allowed to speak okay I remember I was testing it and I asked that's explicitly they were like yeah it works doesn't he like I I think with facial recognition usually it's been paired with fingerprint sensor so it's not like they're going to transition to like only facial recognition you're always going to have like another thing available yes yeah but I think the idea is that it would work just it was like facial recognition should just work would work like a hundred percent of the time I mean it's not an apple and to make sure that happens hmm okay oh god here's a thought dad she says a flash talked about killing your ability to sleep think about how bad it is now when let you wake up in the middle of night one check what time it is it's like on a screen so but I didn't adjust it before and the question now to open it up it's gotta go hey oh my god I can't admit that's a fate worse than death really that's pretty extreme what's the last time you woke up and looked at a bright phone in middle of night it's awful it is how much fun every day in your face Cooper first world problem it says work to the first world geez I can imagine a lot worse pain one more let's get one more in with a couple more good questions flow in but we are running out of time Brian cheeri fee will carrier subsidize a monster's iPhone eight price uh no no at this point those most things carry the drop subsidies yeah right I mean you're gonna be paying in monthly installments you paying a lot more in monthly installments presumably for that thousand dollar phone my other there are leasing plans as well but you know they're also it's the same deal you're paying month a month for this thing so you know you're not going to get a subsidy they may do more like like better trade ends early on I imagine or it's going to get failed especially here in the US it's going to be really aggressive all the carriers you're looking at this iPhone in sort of a big event where people potentially could switch so they're all going to be throwing last year and the last effect last two years the carriers have all offered some sort of like give us your iPhone we don't care what I thought it is we'll give you the new iPhone for free or half off or something some big promotion okay so you can expect something like that for that yeah and you're more likely like early on to see that kind of stuff yeah you need six months yeah six months you're probably out of luck but if that's four kind of rush the first few months I can imagine the carrier's offering all kinds of incentives for you to switch again I do like an existing user that might be maybe a little bit more hard-pressed for some of these deals but it's totally possible though yeah so look out for those early yeah all right let's bring it home all right you like anything you saw or heard here 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