KGI Securities

Ming-Chi Kuo May Lessen Focus on Apple Following Reported Departure From KGI Securities

Ming-Chi Kuo, widely considered to be one of the best analysts covering Apple, might no longer focus his research on the iPhone maker. Kuo speaking on behalf of DigiTimes China Times reports that Kuo resigned from Taiwanese research firm KGI Securities on Friday and, while his next move is uncertain, the publication suggests he will …

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Ming-Chi Kuo Says Apple Considering Lower-Priced HomePod After Potentially Lackluster Sales

HomePod shipments “could be far below market expectations” this year, according to reputable KGI Securities analyst Ming-Chi Kuo. “Our understanding is that the market expects HomePod shipments to arrive at 5-10 million units in the 2018 fiscal year, versus our forecast of only 2.0-2.5 million units,” wrote Kuo, in a research note obtained by MacRumors. …

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KGI: Apple Could Ship 100 Million Units of New 6.1-inch LCD iPhone, Replacing iPhone 8 and 8 Plus in 2018 Device Line-up

KGI Securities analyst Ming-Chi Kuo today shared shipment projections with MacRumors for Apple’s rumored 6.1-inch iPhone that he expects to launch in the second half of 2018. The device is said to have some iPhone X features such as Face ID, but design compromises will enable Apple to put it at a more affordable price …

KGI: Apple Could Ship 100 Million Units of New 6.1-inch LCD iPhone, Replacing iPhone 8 and 8 Plus in 2018 Device Line-up Read More »

KGI Expects Intel to Be Exclusive Supplier of Modems in 2018 iPhones

Intel could be the exclusive supplier of LTE modems for all new iPhones launched in 2018, according to KGI Securities analyst Ming-Chi Kuo. The key takeaway of the research note, obtained by MacRumors:We expect Intel to be the exclusive supplier of baseband chip for 2H18 new iPhone models, while Qualcomm may not have a share …

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KGI Shares Latest on 6.1-Inch iPhone, Next iPhone X and iPhone X Plus to Have 4GB of RAM and Two-Cell Batteries

KGI Securities analyst Ming-Chi Kuo, who often relays information gathered from sources within Apple’s supply chain in Asia, today shared a trio of new research notes that outline both new and existing predictions about the new iPhone X, iPhone X Plus, and lower-priced 6.1-inch iPhone expected later this year. iPhone X Plus dummy model versus …

KGI Shares Latest on 6.1-Inch iPhone, Next iPhone X and iPhone X Plus to Have 4GB of RAM and Two-Cell Batteries Read More »

KGI: Apple to Discontinue iPhone X Rather Than Sell at Lower Price When Second-Generation Model Launches

Apple will discontinue the first-generation iPhone X when the second-generation model launches later this year, rather than bump the device down its smartphone lineup for lower than $999, according to KGI Securities analyst Ming-Chi Kuo, who clarified his earlier prediction with a follow-up research note today. Kuo said that Apple keeping the current iPhone X …

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KGI: Larger-Sized iPhones Coming This Year Will Offset Weakening Demand for iPhone X in China

Weaker-than-expected demand for iPhone X in China has led market analysts to revise down shipments for the first half of 2018, but larger-sized iPhone models in the pipeline should see Apple grow its overall worldwide shipments year-on-year, according to KGI Securities analyst Ming-Chi Kuo, who shared the information in a new research report obtained by …

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KGI: Next Year's iPhone Models to Have Upgraded Intel and Qualcomm Modems Enabling Faster LTE Speeds

Apple’s next-generation iPhone models released in 2018 will feature Intel’s XMM 7560 and Qualcomm’s Snapdragon X20 modems, enabling faster LTE transmission speeds, according to KGI Securities analyst Ming-Chi Kuo. Image: KGI Securities Kuo highlighted that both new chips support 4×4 MIMO technology, compared to only 2×2 MIMO in the latest iPhone models, which leads him …

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KGI: Apple to Launch 6.5-Inch 'iPhone X Plus' and Lower-Priced 6.1-Inch Full-Screen LCD Model Next Year

Apple will launch a trio of new iPhone models in 2018, including 5.8-inch and 6.5-inch models with OLED displays and a 6.1-inch model with an LCD display, according to respected KGI Securities analyst Ming-Chi Kuo. Photo: KGI Securities Kuo believes all three models will be equipped with a full-screen notched design and TrueDepth camera system …

KGI: Apple to Launch 6.5-Inch 'iPhone X Plus' and Lower-Priced 6.1-Inch Full-Screen LCD Model Next Year Read More »

iPhone 8 Production Said to Drop Significantly Given Popularity of iPhone 8 Plus and iPhone X

With fewer major selling points and given a consumer preference for the iPhone 8 Plus and iPhone X, Apple analyst Ming-Chi Kuo expects iPhone 8 production to see a 50-60 percent sequential decline this quarter. In his latest research note for KGI Securities, obtained by MacRumors, Kuo said the lower-than-expected iPhone 8 demand could result …

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Ming-Chi Kuo Says iPhone X's TrueDepth Production Issues Stabilizing, Won't Affect Next Year's Models

While the iPhone X has reportedly faced production issues related to the TrueDepth camera, resulting in shipment delays, respected analyst Ming-Chi Kuo said supply of components for the facial recognition system is now stable. In a research note with KGI Securities, obtained by MacRumors, Kuo added that Apple won’t “repeat the mistake” of delayed production …

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Ming-Chi Kuo Says iPhone X Supercycle Won't Really Happen Until 2018

For months, many Wall Street analysts have predicted the iPhone X will drive a significant number of existing iPhone users to upgrade. The latest word from KGI Securities analyst Ming-Chi Kuo, however, suggests the so-called “supercycle” won’t truly gain momentum until 2018 due to multiple factors. Namely, Kuo said the TrueDepth camera system’s reported production …

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TrueDepth Camera System is Primary Reason for Slow iPhone X Production

Following a report claiming Apple’s suppliers are shipping only about 40 percent of the components originally planned for initial production of the iPhone X, a new report suggests the TrueDepth camera is the primary bottleneck. The word comes from KGI Securities analyst Ming-Chi Kuo, who said the facial recognition system is “far more complex” than …

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KGI: All iPhone X Colors Will Have Black Bezels to Ensure 'Better Aesthetic Design'

KGI Securities analyst Ming-Chi Kuo has a new prediction about how Apple will design the front of the “iPhone X.” Kuo believes that no matter the color of the device’s casing, the front bezels will be black. This will ensure “better aesthetic design,” hiding the front-facing camera sensors on the iPhone X’s notch, which would …

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