By Christian Zibreg on Apr 25, 2016
KGI Securities analyst Ming-Chi Kuo has arguably the strongest track record among his peers when it comes to anticipating unreleased Apple products. That being said, his most recent research note that he issued to clients last evening is something of a surprise to ardent Apple watchers.
In it, the revered analyst pours cold water on various iPhone 7 expectations, stating he doesn’t see “many attractive selling points” for the upcoming handset. A copy of Kuo’s note to clients was obtained by AppleInsider.
As a matter of fact, Kuo believes Apple will be the only top-five smartphone vendor to see its shipments decline this year before they rebound in 2018, in time for a rumored monster iPhone 8 refresh. Read More
By Christian Zibreg on Apr 22, 2016
Apple will be launching new iPhones this fall, likely to be marketed as ‘iPhone 7’ and ‘iPhone 7 Plus’.
Should the company stick to its established S-upgrade cycle, and there’s no reason to believe it won’t, then we should see an ‘iPhone 7s’ and ‘iPhone 7s Plus’ in 2017, right? That’s what conventional wisdom has taught us, but one analyst’s turned that conventional wisdom on its head.
Citing industry sources, Barclays analyst Mark Moskowitz recently wrote a lot of nice things about Apple’s 2017 iPhone, which he called a “mega cycle” upgrade that will feature a bunch of significant hardware advances that should help increase Apple’s iPhone sales by as much as 10.3 percent. Read More
By Christian Zibreg on Apr 18, 2016
An iPhone 7, which we expect will launch this fall, won’t differ much from the existing iPhone 6/6s design style because Apple is saving a major visual refresh of its smartphone for 2017, according to a research note Sunday by well-informed KGI Securities analyst Ming-Chi Kuo.
The note, a copy of which was obtained by MacRumors, quotes the analyst as saying that a 2107 iPhone refresh will bring not only the rumored jump to the superior AMOLED display technology but a whole new design language for the iconic smartphone that will ditch the all-metal appearance in favor of an all-glass enclosure. Read More
By Christian Zibreg on Apr 11, 2016
KGI Securities analyst Ming-Chi Kuo, who is one of the most reliable Apple analyst out there, estimated in a note sent to clients Monday that shipments of the Apple Watch will decline 25 percent in the calendar 2016, despite the expected introduction of a second-generation model some time later this year.
According to the note, a copy of which was obtained by MacRumors, Apple will sell a total of 7.5 million Apple Watch units this year versus an estimated 10.6 million Apple Watch sales in 2015. Read More
By Christian Zibreg on Apr 8, 2016
Drexel Hamilton analyst Brian White, who is currently touring component makers in China, wrote in a note to clients Friday, a copy of which was obtained by MacRumors, that Apple will unveil a forty percent thinner second-generation Apple Watch at WWDC this summer, its annual pilgrimage for developers.
“We walked away with the sense that the Apple Watch refresh will not occur in September with the iPhone 7,” reads White’s analysis.
Instead, it’s “more likely” to occur within the next 2-3 months and “thus we believe an unveiling at WWDC in June makes sense”. Oh, and they also “believe” that the Apple Watch 2 “could be” twenty to as much as forty percent thinner than the current one.
It certainly doesn’t take a genius to figure out that the next Apple Watch is going to be thinner than the first model. Read More
By Christian Zibreg on Apr 4, 2016
Apple’s upcoming iPhone 7 will feature dual cameras for improved photography features, but only on the flagship 5.5-inch model, according to an investment note by KGI Securities analyst Ming-Chi Kuo, a copy of which was obtained by AppleInsider this morning.
The analyst, who has a strong track record in predicting Apple’s future product plans, thinks that iPhone shipments will fall below 200 million units this year due to a soft iPhone SE launch and weakening demand for the current flagship iPhone model, the iPhone 6s. Read More
By Christian Zibreg on Mar 28, 2016
Last month, supply chain sources claimed Apple was working to launch a 5.8-inch iPhone featuring rigid AMOLED display panels some time in 2017.
And now, KGI Securities analyst Ming-Chi Kuo has said pretty much the same thing in his most recent analysis issued to clients yesterday, a copy of which was obtained by AppleInsider.
The device should have a curved glass casing similar to the design of the iPhone 4 and iPhone 4s and a “completely new form factor design” with narrow bezels providing a “more comfortably grip.” Read More
By Christian Zibreg on Mar 4, 2016
Chip giant Intel has secured orders for a “significant portion” of cellular modems on Apple’s upcoming iPhone 7, according to a note CLSA Securities analyst Srini Pajjuri sent to clients, a copy of which was obtained by NDTV.
The current iPhone 6s generation uses Qualcomm’s MDM9635M LTE Cat. 6 cellular modem and the previous-generation iPhone 6 series is outfitted with Qualcomm’s MDM9625M modem so if this particular analyst is right, Qualcomm is set to lose some serious money should Apple dual-source cellular modems for the next iPhone. Read More
By Christian Zibreg on Feb 27, 2016
Apple’s upcoming four-inch ‘iPhone SE’ will cost between $300 and $400 in the United States, it will have a twelve-megapixel camera on the back rather than an eight-megapixel shooter, as previously rumored, and is entering mass production soon. Moreover, the existing iPhone 5s is slated to be discounted by fifty percent.
That’s the gist of a note KGI Securities analyst Ming-Chi Kuo sent to clients, a copy of which was obtained by AppleInsider. Read More
By Christian Zibreg on Feb 12, 2016
Apple’s upcoming iPhone 7 will include an all-digital, wired edition of the EarPods headphones that will connect to the handset’s Lightning port, not the wireless edition as previously rumored.
According to an analyst note from Barclays, a copy of which was obtained by Business Insider, Apple has not yet purchased a license from its supplier Cirrus Logic that would permit the company to use Cirrus’ active noise-canceling software.
Cirrus technology would be needed to filter out background noise during phone calls were Apple to ditch the traditional 3.5mm headphone jack in favor of wireless Bluetooth headphones. Read More
By Christian Zibreg on Feb 2, 2016
Apple analyst Gene Munster—the guy who has been predicting a full-on television set with a shiny Apple logo on it for well over five years before admitting he was terribly wrong—is back!
In a note to clients, a copy of which was obtained by Business Insider, the Piper Jaffray analyst is calling for an ‘S-upgrade’ to the Apple Watch this Spring.
In sticking to its annual upgrade cycle Apple will now make an S-version of the wrist-worn device, reasons Munster. If he’s right, that would constitute borrowing a page from the iPhone’s book.
As you know, iPhones recycle same design with so-called S-upgrades that focus on hardware advanced every other year. This Spring, Munster posits, the Apple Watch will receive refreshed internals like faster chips, packed inside enclosures unchanged from existing watches. Read More
By Christian Zibreg on Jan 27, 2016
Reliable analyst (if there is such a thing) Ming-Chi Kuo of KGI Securities sent an interesting report to clients, a copy of which was obtained by AppleInsider.
In it, he predicts that a new, premium edition of Apple’s iPhone 7 Plus will be outfitted with a dual-lens system with optical image stabilization and optical zoom, realized through technology Apple obtained from last year’s acquisition of Israeli camera technology company LinX Imaging. Read More
By Christian Zibreg on Dec 15, 2015
KGI Securities analyst Ming-Chi Kuo shared some interesting predictions for 2016 iPhones and iPads in a note sent to clients this morning, a copy of which was obtained by MacRumors.
For starters, Kuo is adamant that the third-generation iPad Air will be arriving in the first half of next year. The tablet won’t be outfitted with a pressure-sensing screen due to alleged production issues related to building a 9.7-inch 3D Touch sensor array. Read More
By Christian Zibreg on Dec 10, 2015
Although the present-generation A9 and A9X processors are being built by both Taiwan Semiconductor Manufacturing Company Limited (TSMC) and Samsung, it appears that Samsung will be left out entirely from the lucrative contract to build the forthcoming A10 chipset for 2016 iOS devices.
Barron’s on Thursday cited analyst Bonil Koo with investment bank UBS as saying that all A10 orders will be exclusively handled by TSMC, posing a major problem for Samsung. Read More
By Christian Zibreg on Dec 3, 2015
According to a research note that KGI Securities analyst Ming-Chi Kuo sent to clients this morning, a copy of which was obtained by AppleInsider, Apple’s rumored four-inch iPhone refresh will be released in early-2016, possibly in time for the spring.
It will feature an iPhone 5s-like exterior design with an iPhone 6s-like display that’s curved at the edges.
The device apparently sports a colorful metal chassis, runs the A9 system-on-a-chip manufactured by both TSMC and Samsung (which also powers the latest iPhone 6s series) and includes NFC to support Apple Pay transactions. Read More
By Christian Zibreg on Nov 16, 2015
Apple’s rumored refresh of the four-inch iPhone lineup is yet again being pegged for a summer 2016 launch in another analyst note.
Kevin Wang, IHS’s Technology Research Director in China, wrote in a post on Chinese microblogging service Sina Weibo that the new handset, reportedly branded as ‘iPhone 6c,’ is expected to be released in mid-2016 featuring the same four-inch form factor as the iPhone 5c. Read More
By Christian Zibreg on Nov 10, 2015
Talk of an iPhone equipped with a power-efficient AMOLED screen technology has persisted for years. Yet, Apple continues to build iPhones with LCD screens that use a premium display technology, called IPS (In-Plane Switching), for wide viewing angles and improved image quality. Read More
By Christian Zibreg on Nov 4, 2015
In addition to calling for an iPhone 7 with three gigabytes of RAM, the mostly reliable KGI Securities analyst Ming-Chi Kuo predicted in a note issued to clients Tuesday evening, a copy of which was obtained by AppleInsider, that the company is working on a major refresh for its four-inch iPhone.
“Resembling an upgraded iPhone 5s,” Kuo says the refreshed device will run Apple’s A9 processor that powers the iPhone 6s and be released in the first half of next year, which would mark the first time an iPhone launched outside of its autumn (in the past: summer) schedule. Read More
By Christian Zibreg on Nov 4, 2015
The next year’s iPhone, let’s call it an ‘iPhone 7,’ is expected to be outfitted with three gigabytes of RAM, according to the revered analyst Ming-Chi Kuo of KGI Securities. If true, the iPhone 7 will pack in fifty percent more RAM than this year’s iPhone 6s and iPhone 6s Plus that sport 2GB of RAM.
According to Kuo’ note issue to clients Wednesday, a copy of which was obtained by AppleInsider, this will help the new phone multitask even better than the current iPhone 6s, which has doubled the amount of RAM relative to last year’s iPhone 6 and iPhone 6 Plus. Read More
By Christian Zibreg on Sep 7, 2015
KGI Securities analyst Ming-Chi Kuo, the most reliable Apple analyst out there, wrote in a note to clients Monday that Apple’s 2016 iPhone—call it an ‘iPhone 7’ if you will—will be even thinner than the current iPhone 6.
According to the report, a copy of which was provided to AppleInsider, the iPhone 7 should be just as thin as the recently released sixth-generation iPod touch and roughly in line with the iPad Air 2. Read More