Ming-Chi Kuo

Kuo: Apple Watch Series 4 Pre-Orders Above Expectations, iPhone XS Seeing Lackluster Demand

Apple analyst Ming-Chi Kuo has issued a research note today, obtained by MacRumors, outlining his opinions about first-weekend pre-orders for the iPhone XS, iPhone XS Max, and Apple Watch Series 4. Kuo says Apple Watch Series 4 pre-orders have been “better than expected,” as a result of new innovative functions, such as electrocardiogram support. He …

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Ming-Chi Kuo Says 2018 iPhone Lineup Will Have New Colors, Including Gold, Red, Blue, and Orange

Apple is widely rumored to release a trio of new iPhones in 2018, including a second-generation iPhone X, a larger 6.5-inch version dubbed the iPhone X Plus, and an all-new 6.1-inch model with some iPhone X features, but not all, at a lower price point of around $600 to $700 in the United States. While …

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Kuo Details 2018, 2019 iPhones, Expects Cheaper MacBook Air, Face ID iPads, and Larger-Screen Apple Watches Later This Year

Apple analyst Ming-Chi Kuo, who now works at research firm TF International Securities, has issued a new research note today with a wealth of information about Apple’s upcoming products and the company’s overall outlook. Highlights from the research note, obtained by MacRumors:Kuo believes 2019 iPhones will have “marked innovations,” but notes it could take until …

Kuo Details 2018, 2019 iPhones, Expects Cheaper MacBook Air, Face ID iPads, and Larger-Screen Apple Watches Later This YearRead More »

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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Kuo Again Predicts No 3D Touch for 2018 6.1-Inch LCD iPhone

Apple’s upcoming 6.1-inch LCD iPhone may not feature 3D Touch due to cost constraints, according to a new note shared yesterday by KGI Securities analyst Ming-Chi Kuo and published by Chinese site Feng. Kuo says that the 6.1-inch iPhone will use what he calls “Cover Glass Sensor” (CGS) technology, relocating the iPhone’s touch module from …

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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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Apple Watch Series 4 to Feature Redesign, Longer Battery Life and 15% Larger Display

Apple Watch Series 4 models set to be released this fall will feature a new design and a display that’s 15 percent larger, according to predictions shared by KGI Securities analyst Ming-Chi Kuo in a new note that was sent out to investors this morning (via 9to5Mac). In addition to a new design with larger …

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KGI: Apple to Launch Cheaper MacBook Air in 2Q 2018

KGI Securities analyst Ming-Chi Kuo has issued a new research report encouraging investors to keep their eyes on three products for 2018: the rumored 6.1-inch LCD iPhone, AirPods, and a “more affordable MacBook Air.” The first two in that list have been widely discussed in recent weeks and months, but this is the first we’ve …

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KGI: Apple Developing High-End Over-Ear Headphones, Launching Late 2018 at the Earliest

KGI Securities analyst Ming-Chi Kuo has issued a new research note outlining his expectations for Apple’s “acoustic accessories” pipeline, claiming the company is working on both updated AirPods and “own-brand, high-end over-ear headphones” with an “all-new design.” The new over-ear headphones are said to debut in the fourth quarter of this year at the earliest.Apple …

KGI: Apple Developing High-End Over-Ear Headphones, Launching Late 2018 at the EarliestRead More »

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-upRead 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 BatteriesRead 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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