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
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
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
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
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
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
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 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
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 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