KGI predicts massive iPhone 8 upgrade cycle, 4.7″ model to feature wireless charging

By Christian Zibreg on Nov 29, 2016

KGI Securities analyst Ming-Chi Kuo issued a note to clients this morning, a copy of which was obtained by MacRumors, predicting record 150 million iPhone sales in the second half of 2017. A 4.7-inch iPhone 8 with an LCD screen and glass casing should feature wireless charging, he wrote.

“Unprecedented replacement demand” will, of course, be led by a rumored high-end iPhone 8 model with brand new industrial design, power-saving OLED display technology and other “notably superior specifications” from the “less exciting” 4.7 and 5.5-inch LCD iPhones. Read More

 

Apple could slash prices of next year’s 4.7″ and 5.5″ iPhones with legacy LCD technology

By Christian Zibreg on Nov 23, 2016

KGI Securities analyst Ming-Chi Kuo is on a roll this morning with a litany of reports pertaining to Apple’s next-generation 2017 iPhone refresh. According to another note issued to clients this morning, a copy of which was obtained by AppleInsider, Kuo says he expects the Cupertino firm to slash prices of both 4.7 and 5.5-inch iPhone models next year.

That’s because those iPhones are expected to continue using legacy LCD technology. By lowering prices for those models, Apple might potentially regain some of the market share lost to more affordable Android handsets. Read More

 

iPhone 8 to hit mass production late in the third quarter of 2017

By Christian Zibreg on Nov 23, 2016

In another note issued to clients this morning, a copy of which was obtained by AppleInsider, KGI Securities analyst Ming-Chi Kuo says he expects a next-generation iPhone to hit mass production late in the third quarter of next year. The widely rumored premium OLED iPhone model should account for a little more than half of new model shipments, or about fifty to 55 percent.

A 4.7-inch variant of next year’s iPhone is projected to account for 30 to 35 percent of orders while its 5.5-inch brethren is expected to account for ten to fifteen percent of iPhone shipments next year. Read More

 

KGI: iPhone 8 will have all glass casing to support wireless charging

By Christian Zibreg on Nov 23, 2016

KGI Securities analyst Ming-Chi Kuo has said many times over the past few months that Apple’s Tenth Anniversary iPhone due next year will move from the current unibody aluminum industrial design to an all-glass front and back plate sandwiched between a stainless steel frame.

In a new note to clients, a copy of which was obtained by MacRumors, Kuo explains that the reason why so-called ‘iPhone 8’ will switch from metal to glass for its casing is to support advanced wireless charging technologies. Read More

 

Dual-lens 2017 iPhone models to feature dual optical image stabilization

By Christian Zibreg on Nov 17, 2016

Apple’s single-lens iPhone 7 and dual-lens iPhone 7 Plus both support the optical image stabilization (OIS) feature for taking sharper images and capturing stabilized videos. Next year’s dual-lens iPhone models, according to KGI Securities analyst Ming-Chi Kuo, will support OIS on both the the wide-angle lens and the telephoto lens. The iPhone 7 Plus supports auto focus on both cameras on the back, but only the wide-angle lens is outfitted with OIS. Read More

 

KGI: OLED iPhone to boast 5.1″ or 5.2″ active display area

By Christian Zibreg on Nov 17, 2016

KGI Securities analyst Ming-Chi Kuo is out with a new report this morning. In his note to clients, a copy of which was obtained by AppleInsider, the revered analyst predicts that a brand new premium iPhone model will be joining the lineup next year alongside 4.7 and 5.5-inch models.

This brand new device should boast an all-new industrial design with a glass casing instead of metal and use OLED display technology, as reported before. According to the note, the active display area will be somewhere in between the current 4.7-inch iPhone 7 and the 5.5-inch iPhone 7 Plus, or about 5.2-inches diagonally. Read More

 

KGI details three new iPhones coming in 2017, including 5.5″ OLED model with dual cameras

By Christian Zibreg on Nov 15, 2016

KGI Securities analyst Ming-Chi Kuo is out with a new report to clients Tuesday, a copy of which was obtained by MacRumors, that lays out his predictions for Apple’s 2017 iPhone refresh. The analyst is calling for a trio of new iPhones next fall, two of which should be upgraded versions of the current models with classic TFT-LCD screens.

As for a third model, it will boast all-new industrial design and utilize power-sipping organic light-emitting diode (OLED) display technology, according to the analyst’s note. Read More

 

KGI (again) predicts iPhone demand has peaked for the year due to lackluster improvements

By Christian Zibreg on Nov 14, 2016

Shortly following the iPhone 7 launch in September 2016, KGI Securities analyst Ming-Chi Kuo predicted fewer iPhone 7 sales than the iPhone 6s garnered in 2015. In a new note issued to clients today, a copy of which was obtained by MacRumors, the analyst reiterated his belief that iPhone demand has peaked for the year due to a lack of significant improvements.

He is now forecasting a drop in unit shipments in November and December from five to fifteen percent based on supply checks and greater iPhone 7 stock availability. Read More

 

KGI: no iPhone SE refresh in Spring 2017

By Christian Zibreg on Nov 5, 2016

KGI Securities analyst Ming-Chi Kuo is predicting iPhone sales will drop in the first quarter of 2017 because he is not expecting a refreshed iPhone SE model that could perhaps reinvigorate demand during the slow post-holiday quarter.

Kuo’s note to investors Friday says Apple’s been putting pressure on component makers to reduce prices in order to protect its high gross margins that are the envy of the industry. Read More

 

KGI: Apple’s AR tech could end up in autonomous driving system

By Cody Lee on Nov 2, 2016

KGI Securities’ Ming-Chi Kuo issued a new research note to investors on Wednesday regarding his vision for Apple’s augmented reality efforts. In the letter, the noted analyst says that we likely won’t see these efforts for 1-2 years, but when we do they will redefine Apple’s current products and open up new categories. Read More

 

KGI: new MacBook Pros coming in 2017 with price cuts, 32GB RAM option

By Cody Lee on Oct 31, 2016

KGI Securities’ Ming-Chi Kuo says he expects 2017 to be a solid year for Apple’s MacBook Pro line. The reliable Apple analyst issued a note to investors on Monday, saying that he believes Apple will introduce price cuts for the MacBook Pro, as well as internal upgrades with support for up to 32GB of RAM.

The note comes less than a week after Apple introduced its all-new MacBook Pro with Touch Bar and Touch ID at a media event in Cupertino. The laptop has been met with a fair amount of criticism over its high price tag—the 13-inch model is up $500 over its predecessor—and lower-than-expected specs. Read More

 

KGI: new MacBook Pros and 13″ MacBook next week, iMacs & 5K Cinema Display in 2017

By Christian Zibreg on Oct 22, 2016

According to revered Apple analyst Ming-Chi Kuo of KGI Securities, Apple’s media event next Thursday will serve as a launchpad for a long-awaited update to the aging MacBook Pro notebook lineup, which will see “many” noteworthy upgrades.

Apple will also announce a brand new model of the new MacBook with a screen measuring thirteen inches diagonally, Kuo wrote in a note to clients.

Some observers think this machine is actually a thirteen-inch MacBook Air with new USB-C ports. As you know, the current Retina MacBook has a 12-inch Retina display.

Next-generation iMacs, as well as a rumored 5K resolution display won’t be unveiled at the event because they’re apparently not ready yet. Read More

 

KGI: Apple could add 5-7 million iPhone sales due to Note 7 discontinuation

By Christian Zibreg on Oct 17, 2016

Global Note 7 recall and discontinuation could prove to be a blessing to Apple, helping the Cupertino firm boost iPhone sales by five to seven million units, according to KGI Securities analyst Ming-Chi Kuo.

In a note to clients this morning, a copy of which was obtained by MacRumors, the analyst speculates that Apple and Chinese Android manufacturer Huawei could be the primary beneficiaries of the Note 7 discontinuation, with Apple potentially seeing an influx of orders for the iPhone 7 Plus due to its dual-camera system. Read More

 

KGI: 2017 iPhones to sport glass front/back, stainless steel edges on high-end models

By Christian Zibreg on Sep 29, 2016

Back in April, KGI Securities analyst Ming-Chi Kuo predicted that the Tenth Anniversary iPhone would undergo significant design changes, ditching the LCD screen and unibody aluminum casing for an all-glass enclosure and a wraparound AMOLED panel protected by curved 2.5 glass cover on the front.

In a new report issued to clients today, a copy of which was obtained by AppleInsider, Kuo says that there is “increasing likelihood” that all 2017 iPhones will have all-glass front and back, with a high-end iPhone 8 model adopting a stainless steel metal frame rather than aluminum. Read More

 

Top Apple analyst expects fewer iPhone 7 sales than iPhone 6s garnered in 2015

By Christian Zibreg on Sep 26, 2016

Despite Note 7 fires and carriers suggesting iPhone 7 sellouts, top Apple analyst Ming-Chi Kuo of KGI Securities isn’t entirely convinced that strong consumer demand will offset slowing shipments. In a note to clients obtained by AppleInsider, Kuo predicted 70-75 million iPhone 7 sales in 2016—lower than that of the iPhone 6s in 2015.

Kuo cautions that strong iPhone 7 sales are not “not entirely due to market demand” because carrier promotions inflated sales numbers and a larger amount of launch countries led to depleted inventories worldwide. Read More

 

KGI: dual rear camera expected to remain exclusive to iPhone Plus next year

By Cody Lee on Sep 9, 2016

The dual-lens camera system introduced on the iPhone 7 Plus this year is expected to stay exclusive to Apple’s larger 5.5-inch handset in 2017, reports KGI Securities’ Ming-Chi Kuo. The analyst issued a new research report on Friday, claiming that high costs and the need to differentiate high end iPhone models is likely to keep the feature Plus-only next year. Read More

 

KGI: Apple’s wireless AirPods will be high-end, use a bespoke low-power Bluetooth chip

By Christian Zibreg on Sep 6, 2016

Apple’s wireless headphones, likely to be called “AirPods”, will take advantage of an in-house designed Bluetooth chip and be marketed as a high-end alternative to the Beats brand, which itself will be positioned in the mid-range market, according to a note by KGI Securities analyst Ming-Chi Kuo.

In his report to clients, a copy of which was obtained by MacRumors, Kuo writes that Apple’s custom-designed chip improves Bluetooth reliability, sound quality and battery performance for longer battery life versus an off-the-shelf chip. Read More

 

KGI on iPhone 7: IPX7 waterproofing, 2.4GHz chip, new Force Touch sensor, LED flash & more

By Christian Zibreg on Sep 3, 2016

KGI Securities’ Ming-Chi Kuo is probably the most reliable analyst out there when it comes to predicting Apple’s unannounced gadgets and today he issued a new report to clients, a copy of which was obtained by 9to5Mac, to discuss some last minute details ahead of Apple’s September 7 event.

In it, he shares many previously undisclosed iPhone 7 features, including a lot faster new chip, some new and updated sensors, significantly improved cameras with an upgraded LED flash system and more, plus specifics on waterproofing, new colors options, display technology and so forth. Read More

 

KGI: 10.5″ model joining iPad Pro lineup in 2017, radically overhauled AMOLED iPad in 2018

By Christian Zibreg on Aug 15, 2016

KGI Securities analyst Ming-Chi Kuo—who has a decent, but not stellar track record in predicting future Apple products—just issued a peculiar note to clients regarding the future of Apple’s iPad lineup.

In the note, a copy of which was obtained by MacRumors, the well-connected analyst does not expect any major refreshes to iPads in this year.

But for 2017, the analyst is calling for three new models: a brand new 10.5-inch iPad Pro size joining a second-generation 12.9-inch iPad Pro and a low-cost 9.7-inch iPad. These devices are predicted to be followed by a “revolutionary” iPad model in 2018 that should bring “radical changes” in form factor design and user behavior while adopting flexible AMOLED panels, which so-called Tenth Anniversary iPhone is expected to gain in 2017. Read More

 

Kuo: faster Apple Watch 1, new Apple Watch 2 with GPS coming this year

By Cody Lee on Aug 7, 2016

Apple is planning to release two new Apple Watch models this year, reports Ming-Chi Kuo. The noted analyst issued a note to investors on Sunday, saying he has learned that both a faster Apple Watch 1 and an all-new Apple Watch 2 are in the pipeline for the second half of 2016. Read More

 
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