By Christian Zibreg on Nov 13, 2013
Have you ordered your iPad mini with Retina display yet? If you’re still on the fence of buying the device, make up your mind sooner than later because the popular Apple analyst Ming-Chi Kuo is expecting tight supply this holiday season.
Kuo is very reliable and this is the first time he posted estimates of the numbers so it pays to take his remarks at face value. Corroborating his analysis, Rhoda Alexander of IHS iSupply cautions that shipments of the supply-constrained device won’t double until the first quarter of next year, meaning shortages are to be expected throughout the Christmas quarter.
Meanwhile, early adopters are now reporting receiving an Apple Store-estimated delivery date of this coming Friday, November 15. Jump past the fold for the full reveal… Read More
By Christian Zibreg on Nov 12, 2013
Citing supply chain sources, DisplaySearch yesterday shattered analyst Gene Munster’s ‘Apple-televison-set-due-this-Christmas’ pipe dream to pieces by claiming Apple has put the iTV project on the back burner as it focuses on wearable projects, a new priority for Tim Cook & Co. And guess what reliable analyst restrains himself from making wild Munster-like iTV predictions?
That’s right, Ming-Chi Kuo of KGI Securities.
Thus, it goes without saying that Kuo’s note to clients in which he analyzes Apple’s television plans hasn’t gone unnoticed with us. In short, he’s suggesting that with the technological pieces all in place now Apple is about to introduce significant improvements to the existing $99 Apple TV set-top box.
Bonus: I also get to deconstruct some of the outrageously inaccurate predictions by crazypants Apple analysts Gene Munster! Read More
By Cody Lee on Oct 20, 2013
Typically, when you see the words ‘analyst’ and ‘predictions’ in the same sentence on a tech site, you get a free pass to roll your eyes. Let’s face it, the credibility for the majority of analysts is pretty low, thanks to crazy predictions like the iRing.
But there’s one man who seemingly stands out among the crowd: Ming-Chi Kuo. The KGI Securities analyst is right more often than not, so when he speaks, people listen. And he just seeded some last-minute forecasts for this week’s iPad event… Read More
By Cody Lee on Oct 14, 2013
The highly regarded Ming-Chi Kuo sent out a research note this weekend, offering up a number of predictions regarding Apple’s future product plans. The KGI Securities analyst believes we’ll see major changes to the iPad, iMac and MacBook lines next year.
Kuo, who accurately nailed down several details on the iPhone 5s and 5c months ahead of their releases, says that he believes in 2014, Apple will release a new iPad with a higher PPI (pixels per inch), an ultra-slim 12-inch MacBook, and a lower-cost iMac… Read More
By Cody Lee on Oct 2, 2013
Get ready, it looks like iPad-wielding picture-takers are about to multiply. According to a new report, Apple is going to beef up the iSight cameras in both its fifth generation iPad and second generation iPad mini this year.
Highly regarded analyst Ming-Chi Kuo sent out a note to investors this afternoon, claiming that the two tablets—which are expected to be unveiled later this month—will feature 8-megapixel shooters with larger apertures… Read More
By Ed Sutherland on Sep 19, 2013
Despite worries Apple may be withholding pre-order figures on its new iPhones due to lower demand, one Wall Street observer says the iPhone 5s and iPhone 5c could be a new sales record, topping last year’s iPhone 5 launch.
According to KGI analyst Ming-Chi Kuo, Apple probably will ship 6 to 8 million of the iPhones over the weekend, topping the iPhone 5 launch of 5 million units. The iPhone 5c will account for the majority of new iPhones sold between Friday and Monday… Read More
By Cody Lee on Sep 7, 2013
Thursday afternoon, The Wall Street Journal released a story claiming that Apple has begun testing different display sizes for future iPhone models. The outlet said that the company is experimenting with screens between 4.8 to 6-inches.
The report was The Journal’s second on the topic in as many months, leading many to believe that there really might be some truth to these plus-sized iPhone rumors. And today, analyst Ming-Chi Kuo has thrown his hat into the ring… Read More
By Cody Lee on Sep 5, 2013
The oft-accurate Apple analyst has spoken again. KGI Securities’ Ming-Chi Kuo came down off of his proverbial mountain last night and sent out a letter to investors with some predictions regarding Apple’s iPad plans for the end of this year, and the beginning of next.
Kuo, who as we’ve said before has a solid track record in predicting Apple’s product plans, says that he believes we’ll see two new tablets from the company this year: a fifth-generation iPad and a second-generation iPad mini. And both of them will have an A7X chipset… Read More
By Christian Zibreg on Aug 19, 2013
KGI Securities’ Ming-Chi Kuo has built a reputation of the most reliable Apple analyst out there who has accurately predicted a number of Apple product updates (sans the timetable).
He’s out with a new report for clients Monday morning, sharing interesting observations regarding Apple’s upcoming iPhone 5C, also known as the budget iPhone.
The biggest takeaway: the iPhone 5C will be priced between $400 and $500, which makes it a mid-tier handset rather than cheap, and is expected to be released to China Mobile’s 700+ million subscribers in Fall, potentially accounting for penetration of TDD-LTE to 25 percent in iPhone 5S and 35 percent in iPhone 5C shipments… Read More
By Cody Lee on Aug 15, 2013
KGI Securities analyst Ming-Chi Kuo has sent out a note to investors this evening, updating his previous predictions for Apple’s next smartphone. Kuo’s track record with Apple product predictions is good, so what he says carries a fair amount of weight.
In the note, Kuo says he is expecting the iPhone 5S to feature the new A7 chip, 1GB of RAM, and a sapphire-covered Home button with a built-in fingerprint sensor—pretty standard stuff. But he also expects a gold colorway and a 128GB storage option… Read More
By Ed Sutherland on Aug 9, 2013
There is a surge of demand for low-cost smartphones in China. Latest to ride the wave: local carrier China Unicom, which lost its exclusive deal to sell iPhones in 2012.
Apparently, the shift toward inexpensive phones is paying off, the company reporting a 55 percent jump in profits for the first half of 2013.
While there is still room for high-end smartphones, vast growth is seen selling inexpensive handsets to emerging markets, such as China and India. Apple could unveil a plastic iPhone aimed at first-time smartphone owners and still make “decent profitability” one analyst said Thursday… Read More
By Christian Zibreg on Jul 22, 2013
KGI Securities analyst Ming-Chi Kuo is fast becoming the de facto most reliable Apple watcher. Expanding on his April note which advised investors to brace themselves for a delayed iDevice roll-out over manufacturing “challenges,” his just-updated shipments timetable now offers more in way of detail.
Long story short, the analyst is expecting the iPhone 5S in late-September, but in limited quantity, with the oft-rumored plastic iPhone (he’s calling it an ‘iPhone Lite’) becoming available even sooner than the iPhone 5S in early-September because its chassis is easier to make than the two-tone iPhone 5S design.
Early September will also bring us an updated iPad 5, he said, but there will be no iPad mini successor this year due to engineering issues. As for the Mac family, Kuo sees a mid-September launch of a Haswell-enabled Retina MacBook Pro, with a Haswell-driven iMac up for a late-August introduction. The full breakdown is right after the break… Read More
By Christian Zibreg on Jul 12, 2013
According to the latest chatter, Apple of California is looking to introduce new Taiwanese suppliers to its supply chain in a bid to diversify manufacture of iOS devices beyond the current production partners Foxconn and Pegatron.
The development comes just as Foxconn reported better-than-expected June quarter earnings on increased sales of its TV set making business.
Meanwhile, a city in China’s Henan Province is helping Foxconn increase its production capacity and inviting Apple to set up a domestic sales center… Read More
By Christian Zibreg on Jun 10, 2013
In addition to OS X 10.9 and iOS 7, credible media outlets such as the Wall Street Journal are expecting Apple to announce its Pandora-like iRadio music service and possibly a MacBook specs refresh at today’s WWDC keynote, which begins in less than four hours.
The reliable KGI Securities analyst Ming-Chi Kuo has chimed in with predictions of a Haswell-focused iMacs that he believes are in the pipeline for a launch this month or next.
Intel just recently announced its fourth-generation Core architecture for desktop and notebook computers. Apple has traditionally been among the first out of the gate to update its computers with the latest Intel chips, sometimes even securing a period of exclusivity on the new chips, like with the original MacBook Air… Read More
By Cody Lee on May 22, 2013
Folks looking forward to seeing Apple launch its iWatch product this year probably shouldn’t get their hopes up. According to a new report from well-respected analyst Ming-Chi Kuo, there’s a good possibility we won’t see the rumored accessory until late 2014.
Kuo says that due to the vast changes coming in iOS 7, Apple won’t have the resources to build out software for the wristwatch-like device. And he thinks that, and an immature component market for wearable devices, will delay the project until the end of next year… Read More
By Christian Zibreg on Apr 11, 2013
KGI Securities analyst Ming-Chi Kuo, who actually has a pretty good track record in predicting Apple’s product plans, has some bad news for Apple fans. In a note issued to clients Thursday, he basically wrote that Apple’s next batch of iDevice upgrades may hit the market later than originally expected due to a number of “technical challenges” related to the inclusion of fingerprint sensor beneath the Home button.
The rumored budget iPhone may be delayed because its slimmer-than-usual polycarbonate casing is proving harder nut to crack, while the second-generation iPad mini continues to face challenges with its high-resolution Retina panels. Jump past the fold for the full disclosure… Read More
By Christian Zibreg on Mar 15, 2013
Apple’s budget iPhone, a rumored all-new design targeted at emerging markets where carriers rarely subsidize cell phones, will be offered in a range of colors and have a “super-thin plastic casing mixed with glass fiber”, one reliable analyst wrote in a Friday note to clients. The specs for the device were apparently decided on back in 2011 and call for a four-inch screen resembling the iPhone 5.
Dismissing talk of a 4.5-inch entry-level iPhone, the report argues Apple is “unlikely to abruptly change” its stance on screen size just because Android makers are increasingly building phablets. Jump past the fold for more tidbits… Read More