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

 

Gene Munster gives up on Apple television dream

By Christian Zibreg on May 19, 2015

Piper Jaffray analyst Gene Munster has become something of a joke in the broader analyst community. Arguably the most vocal proponent of a fully-fledged Apple television set, he’s been predicting the imminent arrival of a 50+ inch TV with the shiny Apple logo on it for years now.

He wasn’t alone in his predictions. Most recently, noted activist investor Carl Icahn put much faith in the mythical Apple Ultra HD TV set in a yet another letter to Tim Cook yesterday.

But as a new report by The Wall Street Journal alleged that Apple has indeed axed the project after researching it for nearly a decade, Munster was quick to admit that he’s been wrong all along. Read More

 

Analyst “confirms” 12MP camera with smaller pixels for the next iPhone

By Christian Zibreg on May 15, 2015

Apple’s forthcoming iPhone refresh — presumably an ‘iPhone 6s’ and ‘iPhone 6s Plus’ — is set for a major upgrade in the camera department as Apple has reportedly relented and decided to join the megapixel race with a twelve-megapixel iSight camera on the back of the new phone(s).

But the megapixels don’t tell the whole story.

According to Kevin Wang, IHS’s Technology Research Director for China, the pixel size will be smaller, raising questions about the camera’ performance in low-light conditions. 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 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

 

Analyst weighs on why auto industry needs Apple, Mercedes-Benz exec laughs off Project Titan

By Christian Zibreg on Feb 25, 2015

As big media rides on the ‘Apple researching an electric vehicle’ bandwagon, one analyst lays out why the Cupertino firm could ultimately become a force to be reckoned with in autonomous cars.

Commenting on an influx of stories related to Apple’s rumored Project Titan, Morgan Stanley analyst Katy Huberty explains (via Forbes) why the world’s richest, most valuable company taking on the world’s most disruptable business makes a lot of sense. Read More

 

JP Morgan determines that 5 percent of iPhone owners will buy Apple Watch

By Christian Zibreg on Feb 11, 2015

A study released Wednesday by investment firm J.P. Morgan bodes well for Apple’s inaugural wrist-worn gadget. Although the Apple Watch requires an iPhone and is limited to owners of the iPhone 5 and newer, JP Morgan thinks there will be 400 million potential Apple Watch customers by the end of the March quarter, with five percent of compatible iPhone owners potentially buying it before the end of 2015. 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

 

Apple expected to report selling more iPhones in China than in US

By Christian Zibreg on Jan 26, 2015

A report published Monday in The Financial Times newspaper suggests a tantalizing prospect for iPhone sales as Apple is expected to announce selling more handsets in China than in the United States when it reports fiscal 2015 first quarter earnings after the markets close tomorrow.

Headlined ‘China buying more iPhones than US,’ reporter Tim Bradshaw’s article cites reputable analysts who estimate that the Cupertino firm has “reached the turning point in iPhone sales” following the iPhone 6’s release in China and a landmark deal with China Mobile, the country’s largest network operator. 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

 

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

 

KGI on iWatch: 2015 debut, 8GB of storage, 512MB RAM, multiple materials and screen sizes

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

 

Trusted analyst doesn’t expect reversible Lightning cable and redesigned charger to ship with iPhone 6

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

 

Trusted analyst no longer sees iWatch in 2014

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

 

Analyst: 5.5″ iPhone 6 to have faster A8 processor and different touch modules

By Christian Zibreg on Aug 4, 2014

Disclaimer: an analyst says stuff about Apple that may or may not come true. That being said, Cowen & Co. analyst Timothy Arcuri thinks he got it all figured out, writing that a 5.5-inch iPhone 6 would include a faster A8 processor than its 4.7-inch counterpart. Not only that, but a variant of the A8 chip inside Apple’s phablet-class device would be physically bigger, indicating perhaps that the bigger handset might feature additional graphics cores compared to its 4.7-inch counterpart.

In addition, the Wall Street analyst thinks that the device will pack in a different touch module than the 4.7-inch model… Read More

 

Analyst predicts initial iWatch shipments may be limited due to sapphire issues

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

 

Noted analyst claims 5.5-inch iPhone 6 could delay until 2015 over production woes

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

 
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