KGI: iPhone 7 to be iPod touch-thin

By Christian Zibreg on Sep 7, 2015

KGI Securities analyst Ming-Chi Kuo, the most reliable Apple analyst out there, wrote in a note to clients Monday that Apple’s 2016 iPhone—call it an ‘iPhone 7’ if you will—will be even thinner than the current iPhone 6.

According to the report, a copy of which was provided to AppleInsider, the iPhone 7 should be just as thin as the recently released sixth-generation iPod touch and roughly in line with the iPad Air 2. Read More


KGI: upcoming iMac refresh taps LED phosphor material to boost color saturation of the display

By Christian Zibreg on Sep 3, 2015

Following his prediction a month ago that next-generation iMacs will launch very soon, KGI Securities analyst Ming-Chi Kuo revealed more details in an analysis shared Thursday with clients, a copy of which was obtained by AppleInsider.

The new iMac upgrade will feature a “much better display,” owing to the use of a LED phosphor material known as KSF to boost color saturation. Read More


KGI confirms iPhone 6s has 5MP front camera

By Christian Zibreg on Sep 3, 2015

Apple’s upcoming ‘iPhone 6s’ and iPhone 6s Plus’ smartphones were previously rumored to incorporate a five-megapixel sensor out the front and now a revered analyst is reaffirming those rumors.

Ming-Chi Kuo of KGI Securities, arguably the most reliable Apple analyst in the world, is reporting in a note to clients, a copy of which was obtained by MacRumors, that aside from upgrading the back shooter to twelve megapixels, the front-facing camera on the new phones will be five megapixels. Read More


KGI: iPad Pro with optional Force Touch-enabled stylus accessory entering production this fall

By Christian Zibreg on Aug 19, 2015

KGI Securities analyst Ming-Chi Kuo predicted in a note issued to clients Wednesday, a copy of which was obtained by AppleInsider, that Apple’s 12.9-inch ‘iPad Pro’ will be entering mass production in September or October of this year.

The device will feature an optional Apple-made stylus accessory, sold separately, with built-in Force Touch support. Read More


Mass production of new iPhones slightly delayed, but launch won’t be postponed

By Christian Zibreg on Aug 7, 2015

With just a few weeks until Apple’s assumed fall refresh of its smartphone lineup, revered analyst Ming-Chi Kuo of KGI Securities cautions that Apple appears to have slightly delayed mass production of ‘iPhone 6s’ and ‘iPhone 6s Plus’ devices.

The phones should enter volume production later this month, or about one to two weeks later than originally expected, Kuo was quoted as saying by Taiwanese media. Thankfully, the slight delay shouldn’t affect Apple’s launch plans so expect the new iPhones to drop in mid-September. Read More


KGI: new iMacs in the pipeline feature faster CPUs and ‘much better display quality’

By Christian Zibreg on Aug 3, 2015

KGI Securities analyst Ming-Chi Kuo, who is arguably the most reliable Apple analyst out there, is out with a new analysis offering some new details regarding Apple’s upcoming refresh of the iMac lineup.

According to his note to clients, a copy of which was obtained by AppleInsider, Apple will updated iMacs this quarter with faster processors from Intel and enhanced screen technology designed to provide a “much better display quality.” Read More


KGI predictions: Apple Watch Sport in yellow/rose gold, new iMacs & thinner iPad mini due this fall

By Christian Zibreg on Jul 19, 2015

Well-connected KGI Securities analyst Ming-Chi Kuo has issued a new report to clients ahead of Apple’s June quarter earnings report, which is due this coming Tuesday.

The note, a copy of which was obtained by AppleInsider, provides several predictions regarding Apple’s upcoming product refreshes.

For starters, Kuo is expecting new Apple Watch Sport variants in rose and yellow gold color options matching the upcoming ‘iPhone 6s’ and ‘iPhone 6s Plus’ colors. He also wrote that new iMac models with upgraded processors could arrive later this year, in addition to a thinner, lighter iPad mini and more. Read More


KGI: iPhone 6s to be marginally thicker due to Force Touch

By Christian Zibreg on Jun 17, 2015

Several supply chain reports have indicated that this year’s ‘iPhone 6s’ and ‘iPhone 6s Plus’ releases will feature Apple’s pressure-sensitive screen technology called Force Touch that debuted on the Apple Watch and now a revered analyst has given these reports an aura of credibility.

Ming-Chi Kuo of KGI Securities wrote in a note to clients, a copy of which was obtained by the Japanese blog MacOtakara, that Apple’s implementation of Force Touch on the upcoming phones will make them slightly thicker than the present-generation iPhone 6 and iPhone 6 Plus. Read More


KGI claims Apple will unveil new iPhones in August before making them available for sale in September

By Christian Zibreg on May 21, 2015

Apple usually launches new iPhones in September (and iPads in October), but this time around the company could bring the ‘iPhone 6s’ and ‘iPhone 6s Plus’ to market a bit earlier, if a new analysis by KGI Securities analyst Ming-Chi Kuo is an indication.

In a note to clients, a copy of which was obtained by The China Post, Kuo writes that Apple will announce the new handsets in August before making them available for sale in September, the time frame that suggests the possibility of pre-orders in late August. Read More


KGI predicts softened demand for Apple Watch as it may be selling much better with men

By Christian Zibreg on May 20, 2015

Demand for the Apple Watch may be softening since its April 2015 launch and the Cupertino company is likely to see less than 15 million shipments through the end of September, KGI Securities’ Ming-Chi Kuo predicted in a note issued to clients on Wednesday, a copy of which was obtained by AppleInsider.

By comparison, the consensus is somewhere in the range of 20 and 30 million units.

Moreover, the analyst has identified the Apple Watch’s biggest problem: women don’t seem to be falling in love with the device. According to his findings, demand for the smaller 38mm model is significantly lower than the 42mm units. Read More


KGI on next iPhone: 2GB RAM, 12MP camera, Force Touch, rose gold, no new 4-inch model

By Christian Zibreg on May 12, 2015

Revered KGI Securities analyst Ming-Chi Kuo arguably has the most prescient track record in forecasting Apple’s plans. In a note issued to clients Tuesday, obtained by MacRumors, Kuo makes a number of predictions regarding the next iPhone refresh, many of which have already been rumored, but some never heard before.

He is expecting ‘iPhone 6s’ and ‘iPhone 6s Plus’ handsets to be powered by Apple’s next-generation A9 processor with 2GB of RAM, twice as much as the current iPhone lineup. The RAM will be of a speedier LPDDR4 variety versus the LPDDR3 RAM in current iPhones. More RAM coupled with a faster, more power efficient processor, should result in smoother performance and better multitasking.

The camera is likely to receive a pixel upgrade and should be twelve megapixels while Force Touch pressure sensitive screen will be “the biggest upgraded selling point”. Read More


Analyst estimates 2.3M Apple Watch pre-orders, Taptic Engine and OLED display causing delays

By Timothy Reavis on Apr 15, 2015

Noted Apple analyst Ming-Chi Kuo, who has a respectable track record when reporting on Apple, released a note estimating Apple Watch pre-orders to be in excess of 2.3 million units, with a breakdown of Apple Watch Sport, Apple Watch, and Apple Watch Edition each taking 85%, 15%, and less than 1% respectively. Read More


Analyst calls for an Apple Watch with new casing materials by fourth quarter

By Christian Zibreg on Mar 11, 2015

The current aluminum Apple Watch Sport, the stainless steel Apple Watch and the 18-karat rose/yellow gold Apple Watch Edition may be joined by up to three additional editions of the device featuring new casing materials, according to revered Apple analyst Ming-Chi Kuo of KGI Securities. Read More


Kuo: iPhone 6s to sport much-improved Touch ID for safer Apple Pay experience

By Christian Zibreg on Feb 10, 2015

In a note to clients obtained Monday by AppleInsider, revered analyst Ming-Chi Kuo is predicting that the next iPhone will have a much improved and more reliable Touch ID fingerprint sensor that will “offer a better and safer Apple Pay user experience by reducing reading errors.”

An analyst with KGI Securities, Kuo is plugged deeply into Apple’s supply chain and has proven reliable. Read More


Noted analyst pegs 12″ MacBook Air for Q1, reiterates March launch of Apple Watch

By Christian Zibreg on Jan 25, 2015

Pretty accurate KGI Securities analyst Ming-Chi Kuo has issued a brand new note to clients. In it, he confirmed an earlier report calling for a March release date of the Apple Watch (remember, Apple’s retail boss mentioned a vague Spring release date).

In the note, a copy of which was obtained last evening by MacRumors, Kuo also claims that a rumored MacBook Air refresh with a twelve-inch Retina display and a radically redesigned chassis will go on sale during the first quarter of this year. Read More


Revered analyst predicts a creative stylus accessory for rumored iPad Pro

By Christian Zibreg on Jan 18, 2015

The “If you see a stylus, they blew it” line that Steve Jobs famously used during the January 2007 iPhone introduction is about to get challenged in the post-Jobs era.

At least that’s what KGI Securities analyst Ming-Chi Kuo proposed in his newly published note to clients.

Long story short, the analyst predicted that a rumored ‘iPad Pro,’ expected in late-2015, will include an optional in-house built stylus accessory as a niche product aimed at creative professionals. Read More


Apple expected to sell 71M iPhones during the holiday quarter

By Cody Lee on Nov 23, 2014

KGI Securities’ Ming-Chi Kuo issued a new report to investors today with some adjusted predictions for iPhone sales during the all-important holiday quarter. Buoyed by the iPhone 6 and 6 Plus, the prominent Apple analyst sees the company selling 71.5 million during the 3-month period.

For some context, Apple sold 51 million iPhones during the year-ago holiday quarter. Kuo believes the iPhone 6 will be the leading cause for the dramatic jump, accounting for 41.6 million iPhone sales—nearly 60%. The 6 Plus, he says, is in a distant second due in large part to supply shortages. Read More


Apple to unveil 27-inch Retina iMac this week, initial iPad Air 2 supplies may be limited

By Cody Lee on Oct 14, 2014

Apple plans to unveil a new 27-inch iMac with Retina display at its event tomorrow, reports Ming-Chi Kuo. In a note to investors, the highly regarded analyst offers up last minute predictions of what Mac and iOS products we can expect to see announced during the keynote.

Kuo says that a 27-inch Retina iMac is on the docket, and should be available before the end of the year. Due to the difficulties involved in developing and mass producing different hi-res panels, however, he doesn’t see a 21-inch version arriving before the second half of 2015. Read More


KGI on iPad Air 2: launching next Tuesday with ‘significant spec upgrades’

By Christian Zibreg on Sep 4, 2014

Rounding up a trio of predictions that Ming-Chi Kuo of KGI Securities released to clients this morning, AppleInsider quotes the influential analyst as making a surprising claim that the upcoming second-generation iPad Air will be unveiled at Apple’s media event next Tuesday.

A gold color option and Touch ID-powered fingerprint scanning should be expected for the so-called iPad Air 2, too, the well-connected analyst told investors in his report. This is in contrast to the rumor-mill which has long called for a separate media event in October to refresh the iPad lineup, based on Apple’s annual refresh cycle over the past three years. Read More


KGI on iPhone 6: no sapphire, barometric pressure sensor, programmable power button and more

By Christian Zibreg on Sep 4, 2014

Analyst Ming-Chi Kuo of KGI Securities is on a roll today. After detailing his expectations for an iWatch, the analyst in a note issued to clients today also summarized his thoughts concerning the upcoming iPhone 6 devices which are expected to be unveiled next Tuesday at the Flint Center for the Performing Arts in Cupertino, California.

As per AppleInsider, which has obtained a copy of Kuo’s report to clients, rumored sapphire protection won’t be an option for this year’s iPhone refresh. Moreover, both 4.7 and 5.5-inch models should be available in a 128-gigabyte storage flavor and will include a new barometric pressure sensor to support indoor navigation applications, as well as new health-related functions related to spirometry.

Wrapping up his report, Kuo wrote that the iPhone 6 device should also feature a programmable power button for integration “with specific applications”. Read More

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