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 Joe Rossignol on Jul 2, 2014
Apple is poised to have another record-breaking quarter for iPhone sales, if a new prediction proves to be true. According to Wells Fargo Securities analyst Maynard Um, the addition of new carriers and several promotions will help drive iPhone sales to 36.5 million for the June quarter. Um predicts that Apple will have quarterly revenue of $38.2 billion, beating the Wall Street prediction of $37.9 million… Read More
By Cody Lee on Jun 13, 2014
In line with a report from Jefferies’ Peter Misek earlier this year, Raymond James analyst Tavis McCourt issued a claim this morning that Apple will charge a $100 premium for the larger of two iPhone 6 models expected to launch this fall.
In a research note to investors, McCourt said he is confident Apple will charge a $100 more for the 5.5-inch version of its new smartphone, citing higher-priced components and more complex production processes as reasons for the bump… Read More
By Cody Lee on Jun 5, 2014
Cantor Fitzgerald’s Brian White reports that several components for the so-called iWatch are going into mass production this month. The analyst believes that Apple is planning to unveil the long-rumored smartwatch in September, perhaps alongside the iPhone 6.
White bases his report on his recent tour of Computex, Asia’s largest technology show, where wearables were by far the most talked-about products. There, sources from supply chain companies told him iWatch component production would soon begin ramping up… Read More
By Christian Zibreg on May 28, 2014
Morgan Stanley analyst Katy Huberty released an interesting chart highlighting the need for an Apple-branded on-demand music streaming product. Currently, the company only sells individual songs or whole albums on iTunes.
The analyst worryingly writes in a note to clients issued Wednesday that iTunes sales are down 24 percent year-on-year. Moreover, Apple’s 800 million iTunes users are spending an average of $3.29 on iTunes.
For the sake of clarity, the figure represents combined per-user purchases of music, movies, iOS and Mac apps and more. That being said, Apple is clearly taking a heat due to its refusal to introduce a subscription music service because iTunes users seem to spending more on apps and less on music nowadays… 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 Christian Zibreg on May 12, 2014
In announcing financial results for the March 2014 quarter, Apple surprised analysts by reporting basically flat iPad growth.
Compared to the same quarter in 2013, sales of the Apple tablet hit the 16.35 million unit mark versus analyst consensus of 19.7 million units. More worryingly, it’s a 16 percent annual drop from the 19.5 million iPads moved in the year-ago quarter.
Slowing growth is the new normal rather than an anomaly because the tablet market as a whole has seen little innovation lately, cautions Morgan Stanley analyst Katy Huberty… Read More
By Christian Zibreg on Apr 29, 2014
As we told you before, supposed case leaks indicate that Apple’s upcoming iPhone 6 could be as thin as the current-generation iPod touch, its slim body purportedly measuring between 6.5mm and 7.0mm (the iPhone 5s is 7.6mm thick).
But Apple’s desire to create an ultra-thin phone might also result in an unsightly camera lens protrusion on the back, according to purported production images.
The exposed camera design is said to be the result of the larger components needed for a new optical image stabilization feature. Apple’s engineers are faced with a dilemma: create an ultra-thin device that features optical image stabilization and has the annoying protrusion or expand the device slightly to 7.5mm to get rid of the protruded module on the back.
But there’s allegedly a third option: tap the speedy A8 processor and the power of software to implement an electronic rather than optical image stabilization. This would allow Apple to realize the thin appearance of the device while doing away with the rumored bulge on the back… 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 27, 2014
We don’t really know anything about Apple’s plans for the next-gen iPhone, but the consensus seems to be that it will feature a larger display. As Samsung and other rivals continue to gain marketshare with their 5-inch+ handsets, it’s believed that Apple cannot continue to avoid the so-called ‘phablet’ space.
And analysts couldn’t be happier. Why? Well just look at this new survey data published by Raymond James analyst Tavis McCourt. According to the data, one-third of American iPhone owners would be willing to pay an extra $100 for Apple’s next smartphone if it featured a larger display than its predecessor… Read More
By Joe Rossignol on Mar 22, 2014
According to a forum post made by a reputable user on the Chinese website WeiPhone, Apple could release a new 12-inch MacBook in the near future. The slim notebook is expected to be released without a fan, and will feature a redesigned trackpad and Retina display. The all-new trackpad will lack a mechanical button for tactile clicking, leaving multi-touch gestures as the sole method of input.
This is the same user that leaked the 13-inch MacBook Pro with Retina display in the past, making this rumor slightly more credible. It also helps that well-connected KGI Securities analyst Ming-Chi Kuo already predicted last October that Apple will be launching a 12-inch MacBook Pro with Retina display at some point this year. The notebook will combine portability and productivity into one… 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 Feb 14, 2014
Apple may not have impressed Wall Street with its holiday quarter, but it did reach a major [symbolic] milestone. During the 3-month period, the Cupertino company sold more Macs, iPhones, iPads and iPod touches than the total number of Windows computers combined.
According to data gathered by analyst Benedict Evans, this is the first time Apple has surpassed the PC market in hardware sales. Now this doesn’t include Windows Phone. If you add that in, the two are more or less exactly equal, though Apple still wins in average selling price… Read More
By Christian Zibreg on Feb 11, 2014
If Apple’s iTunes were a separate company, it would rank 130th on Fortune’s annual list of the Top 500 companies in the United States. It’s also half the size of Google’s search business! The high-volume, low-margin store raked in an astounding $4.4 billion in revenue during Apple’s fiscal 2014 first quarter ended December 28, 2013.
And according to independent analyst Horace Dediu of Asymco, total iTunes revenue in 2013 topped – wait for it – an incredible $23.5 billion. That’s an awful lot of money for an online-only content store… Read More
By Cody Lee on Jan 29, 2014
It would seem that much of the tech world is expecting Apple to give its iPhone line a significant refresh this year. The company is believed to be working on not one, but two new models with larger displays, and of course there will be the usual performance bumps.
But if you ask Matt Margolis of Seeking Alpha, the iPhone 6 may feature much more than just a larger display. The analyst thinks the handset could utilize a sapphire display with an embedded solar power panel, and he makes a pretty interesting case for the theory… Read More
By Cody Lee on Jan 27, 2014
Apple just finished up its quarterly earnings call a few hours ago where it offered up sales numbers for the holiday quarter, forecasts for next quarter, and everything in between. Tim Cook even fielded some questions from overly-eager analysts.
While most of these questions were fairly dull, there were a handful of them worth noting, including one about Apple’s plans for the mobile payment space. Obviously Cook wouldn’t answer the query directly, but his response was rather interesting… Read More
By Cody Lee on Jan 21, 2014
Wall Street analysts have been foaming at the mouth since Apple announced it would be discussing its Q1FY14 financial results on January 27. Record holidays have become the norm for the company, but with two new iPhones released last fall, this one is expected to be over the top.
How much over the top? Well Morgan Stanley analyst Katy Huberty says she believes Apple may have sold between 54 and 55 million iPhones last quarter. That would be a new record for the company, and a nice jump from the 47.8 million handsets it sold over the holidays last year… Read More