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
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
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
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
By Christian Zibreg on Sep 4, 2014
According to a new report that KGI Securities analyst Ming-Chi Kuo released to clients Thursday morning, the rumored Apple wearable device that Re/code said would get announced next Tuesday alongside the iPhone 6 will come outfitted with a whopping eight gigabytes of storage, with its yet-unknown processor thought to pack in 512 MB of RAM (of the LPDDR3 variety), like the iPhone 4/4s.
According to AppleInsider which has obtained a copy of the analyst report, the device should be available in a gold finish (”to add a luxury image to the product”) and aluminum variants (“as it has been widely used in Apple products”), as well as two sizes — one with a 1.3-inch screen and the other featuring a larger display measuring 1.5 inches diagonally — which matches up with previous reports calling for different iWatch sizes for men and woman. Read More
By Christian Zibreg on Sep 1, 2014
KGI Securities’ Ming-Chi Kuo in a note to clients issued Monday postulated that Apple’s upcoming iPhone 6 is “not likely” to ship with a more powerful power adapter.
Furthermore, he made the same assertion regarding the rumored Lightning cable which recently leaked out with reversible design on the USB side.
According to the analyst note obtained by AppleInsider, Kuo thinks the fully reversible Lightning cable would not be viable, citing “cost concerns” and ”limited improvements to overall user experience” that such changes would bring. Read More
By Christian Zibreg on Aug 19, 2014
KGI Securities’ Ming-Chi Kuo has made a name for himself as one of the more credible — if not the most credible — analysts covering Apple.
And unlike many other ”analysts“ who base their armchair predictions on the combination of the generally inaccurate rumor-mill reporting, hearsay and the Internet echo chamber, Kuo actually does research and puts some thought into notes he issues to clients.
But even renowned analysts like Kuo — and trusted he is — have had their share of misses. Today, Kuo backpedalled on his earlier claim that Apple was working to released an iWatch at some point this year. Ask him again and he’ll now tell you he no longer sees the mythical wearable released in 2014 due to the complexities involved in hardware and software engineering… Read More
By Cody Lee on Jul 31, 2014
Noted KGI Securities analyst Ming-Chi Kuo issued a new note to investors today regarding the upcoming iWatch. Echoing his thoughts from earlier this month, Kuo says he believes that only around 3 million units or so of Apple’s smartwatch will ship this year.
Citing supply chain sources, the analyst blames production issues for the device’s limited availability. More specifically, Kuo believes that Apple is running into problems with the iWatch’s sapphire cover lens, pushing mass production back until late-November… Read More
By Christian Zibreg on Jul 14, 2014
In his new research note issued to clients Monday, KGI Securities analyst Ming-Chi Kuo cautions that Apple’s 5.5-inch iPhone 6 could be delayed until after October and possibly until 2015, over yield issues with its in-cell touch panel and metal casing.
According to the analyst, panels this large exhibit issues where the edge of the panel may become insensitive to touch. Also, under Apple’s new manufacturing process for the iPhone 6 metal casing, “color unevenness is an issue,” wrote Kuo… Read More
By Cody Lee on Jul 11, 2014
KGI Securities’ Ming-Chi Kuo issued a new note to investors this morning, stating that Apple may have to push mass production of the iWatch back more than a month. The highly revered analyst originally predicted that production for the device would ramp up in September, but due to the complexity of the project, he now believes it could begin as late as November… Read More
By Christian Zibreg on May 27, 2014
Back in April, KGI Securities analyst Ming-Chi Kuo gave us a roadmap of all the products Apple has in the pipeline for 2014 and now he’s back with an analysis of Apple’s plans for the Touch ID sensor.
His conjecture is that every new iPhone and iPad model shipping in 2014 will be outfitted with an improved Touch ID fingerprint reader.
Kuo has become one of the most reputable Apple analyst analysts out there who churns out some of the most reliable predictions about Apple’s future product plans so it’s worth paying attention to what he has to say… Read More
By Cody Lee on Apr 10, 2014
Rounding out our coverage of Ming-Chi Kuo’s lengthy report on 2014 Apple products last night, we have the iPad. We’ve already discussed the analyst’s predictions for the iWatch and iPhone, and now it’s time to take a look at his prophecies for Apple’s next-gen tablets.
According to Kuo, the Cupertino company is planning on launching a second generation iPad Air this year alongside a new Retina iPad mini. He says that both slates will feature new A8 processors, and will finally receive Home buttons outfitted with Touch ID technology… Read More
By Cody Lee on Apr 10, 2014
Last night, KGI Securities’ Ming-Chi Kuo sent out a monster research note to investors with a timeline of when he thinks Apple will release their new products this year. He also offered details on each product, which he’s learned from his supply chain connections and other sources.
We’ve already covered Kuo’s iWatch predictions, which called for a “fashionable” smartwatch with advanced features like biometric sensors and wireless charging, and now it’s time to look at his iPhone forecasts. The analyst sees two Apple-branded smartphones launching this year… Read More
By Cody Lee on Apr 9, 2014
Since we first began seeing ‘iWatch’ rumors back in early 2013, I’ve been wondering what the smartwatch will look like. Will it look like a traditional watch, similar to those from Samsung and Motorola? Or will it look more like a fitness band, like Nike’s FuelBand? What kind of features will it have?
Admittedly, there’s been no shortage of reports on the so-called iWatch, but a new research note from KGI Securities’ Ming-Chi Kuo offers perhaps the most comprehensive look at the device we’ve seen. The analyst says the watch will come in two sizes, feature wireless charging, and will be “fashionable.” Read More
By Cody Lee on Apr 9, 2014
Apple is preparing to release a bevy of new products this year, according to a new research note from KGI Securities’ Ming-Chi Kuo. The highly regarded analyst has laid out a timeline of all the products Apple is rumored to launch in 2014, beginning in Q2 and going all the way through December.
Kuo sees Apple starting with an iMac refresh in late Q2, followed by upgrades to the iPad Air and iPad mini. He then sees the company introducing a new 4.7-inch iPhone and the oft-rumored iWatch in Q3, and closing out the year with a refreshed Apple TV, 5.5-inch iPhone and a 12″ MacBook… Read More
By Cody Lee on Mar 20, 2014
With Amazon set to unveil its set-top box next month, the e-commerce giant is approaching full-on Apple competitor. It has the tablets, and the ecosystem, all it needs is a smartphone. And according to a new report, that could be arriving soon as well.
KGI Securities analyst Ming-Chi Kuo, who has a solid reputation for accurately predicting tech company product plans, says Amazon is preparing to launch its long-awaited handset within the next 3 months. And get this: apparently it’ll have 6 cameras… Read More
By Cody Lee on Feb 16, 2014
KGI Securities’ Ming-Chi Kuo is out with a new research note this weekend, offering predictions on Apple’s tablet plans for the next two years. The analyst, who has a strong track record in tech predictions, believes that 2014 will be the year of the iPad Air.
Kuo sees Apple updating the full-sized iPad this year with an A8 processor, Touch ID fingerprint sensor, and possibly a few other improvements. But as for a new iPad mini and the oft-rumored 12.9-inch iPad “pro,” he believes we wont see them until 2015… Read More
By Cody Lee on Dec 20, 2013
The entire tech world let out a simultaneous gasp when China Mobile launched its 4G network on Wednesday and made no mention of the iPhone. Up until then we had seen a flurry of reports and evidence suggesting that Apple had finally reached a deal with the carrier.
But clearly that’s not the case, and the big question now is: what’s the holdup? Well according to KGI Securities analyst Ming-Chi Kuo, the deal may have been slowed by unexpectedly weak demand for the iPhone 5c versus the iPhone 5s among China Mobile customers… Read More
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