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
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