Analyst: Apple poised for a “decade-long malaise” as it “lacks the courage to lead innovation”

By Christian Zibreg on Dec 2, 2016

Apple’s reliance on the iPhone is well documented, but that didn’t stop analysts at Oppenheimer from issuing an unusually scathing investor memo describing “strategic issues” at the Cupertino firm.

In the note, a copy of which was obtained by Business Insider, analyst Andrew Uerkwitz and his team charge Apple for being too reliant on the iPhone and headed in the wrong direction, saying the company “lacks the courage to lead the next generation of innovation”. Read More

 

KGI predicts massive iPhone 8 upgrade cycle, 4.7″ model to feature wireless charging

By Christian Zibreg on Nov 29, 2016

KGI Securities analyst Ming-Chi Kuo issued a note to clients this morning, a copy of which was obtained by MacRumors, predicting record 150 million iPhone sales in the second half of 2017. A 4.7-inch iPhone 8 with an LCD screen and glass casing should feature wireless charging, he wrote.

“Unprecedented replacement demand” will, of course, be led by a rumored high-end iPhone 8 model with brand new industrial design, power-saving OLED display technology and other “notably superior specifications” from the “less exciting” 4.7 and 5.5-inch LCD iPhones. Read More

 

Apple could slash prices of next year’s 4.7″ and 5.5″ iPhones with legacy LCD technology

By Christian Zibreg on Nov 23, 2016

KGI Securities analyst Ming-Chi Kuo is on a roll this morning with a litany of reports pertaining to Apple’s next-generation 2017 iPhone refresh. According to another note issued to clients this morning, a copy of which was obtained by AppleInsider, Kuo says he expects the Cupertino firm to slash prices of both 4.7 and 5.5-inch iPhone models next year.

That’s because those iPhones are expected to continue using legacy LCD technology. By lowering prices for those models, Apple might potentially regain some of the market share lost to more affordable Android handsets. Read More

 

Dual-lens 2017 iPhone models to feature dual optical image stabilization

By Christian Zibreg on Nov 17, 2016

Apple’s single-lens iPhone 7 and dual-lens iPhone 7 Plus both support the optical image stabilization (OIS) feature for taking sharper images and capturing stabilized videos. Next year’s dual-lens iPhone models, according to KGI Securities analyst Ming-Chi Kuo, will support OIS on both the the wide-angle lens and the telephoto lens. The iPhone 7 Plus supports auto focus on both cameras on the back, but only the wide-angle lens is outfitted with OIS. Read More

 

KGI: OLED iPhone to boast 5.1″ or 5.2″ active display area

By Christian Zibreg on Nov 17, 2016

KGI Securities analyst Ming-Chi Kuo is out with a new report this morning. In his note to clients, a copy of which was obtained by AppleInsider, the revered analyst predicts that a brand new premium iPhone model will be joining the lineup next year alongside 4.7 and 5.5-inch models.

This brand new device should boast an all-new industrial design with a glass casing instead of metal and use OLED display technology, as reported before. According to the note, the active display area will be somewhere in between the current 4.7-inch iPhone 7 and the 5.5-inch iPhone 7 Plus, or about 5.2-inches diagonally. Read More

 

KGI details three new iPhones coming in 2017, including 5.5″ OLED model with dual cameras

By Christian Zibreg on Nov 15, 2016

KGI Securities analyst Ming-Chi Kuo is out with a new report to clients Tuesday, a copy of which was obtained by MacRumors, that lays out his predictions for Apple’s 2017 iPhone refresh. The analyst is calling for a trio of new iPhones next fall, two of which should be upgraded versions of the current models with classic TFT-LCD screens.

As for a third model, it will boast all-new industrial design and utilize power-sipping organic light-emitting diode (OLED) display technology, according to the analyst’s note. Read More

 

KGI (again) predicts iPhone demand has peaked for the year due to lackluster improvements

By Christian Zibreg on Nov 14, 2016

Shortly following the iPhone 7 launch in September 2016, KGI Securities analyst Ming-Chi Kuo predicted fewer iPhone 7 sales than the iPhone 6s garnered in 2015. In a new note issued to clients today, a copy of which was obtained by MacRumors, the analyst reiterated his belief that iPhone demand has peaked for the year due to a lack of significant improvements.

He is now forecasting a drop in unit shipments in November and December from five to fifteen percent based on supply checks and greater iPhone 7 stock availability. Read More

 

KGI: no iPhone SE refresh in Spring 2017

By Christian Zibreg on Nov 5, 2016

KGI Securities analyst Ming-Chi Kuo is predicting iPhone sales will drop in the first quarter of 2017 because he is not expecting a refreshed iPhone SE model that could perhaps reinvigorate demand during the slow post-holiday quarter.

Kuo’s note to investors Friday says Apple’s been putting pressure on component makers to reduce prices in order to protect its high gross margins that are the envy of the industry. Read More

 

KGI: new MacBook Pros coming in 2017 with price cuts, 32GB RAM option

By Cody Lee on Oct 31, 2016

KGI Securities’ Ming-Chi Kuo says he expects 2017 to be a solid year for Apple’s MacBook Pro line. The reliable Apple analyst issued a note to investors on Monday, saying that he believes Apple will introduce price cuts for the MacBook Pro, as well as internal upgrades with support for up to 32GB of RAM.

The note comes less than a week after Apple introduced its all-new MacBook Pro with Touch Bar and Touch ID at a media event in Cupertino. The laptop has been met with a fair amount of criticism over its high price tag—the 13-inch model is up $500 over its predecessor—and lower-than-expected specs. Read More

 

KGI: new MacBook Pros and 13″ MacBook next week, iMacs & 5K Cinema Display in 2017

By Christian Zibreg on Oct 22, 2016

According to revered Apple analyst Ming-Chi Kuo of KGI Securities, Apple’s media event next Thursday will serve as a launchpad for a long-awaited update to the aging MacBook Pro notebook lineup, which will see “many” noteworthy upgrades.

Apple will also announce a brand new model of the new MacBook with a screen measuring thirteen inches diagonally, Kuo wrote in a note to clients.

Some observers think this machine is actually a thirteen-inch MacBook Air with new USB-C ports. As you know, the current Retina MacBook has a 12-inch Retina display.

Next-generation iMacs, as well as a rumored 5K resolution display won’t be unveiled at the event because they’re apparently not ready yet. Read More

 

KGI: Apple could add 5-7 million iPhone sales due to Note 7 discontinuation

By Christian Zibreg on Oct 17, 2016

Global Note 7 recall and discontinuation could prove to be a blessing to Apple, helping the Cupertino firm boost iPhone sales by five to seven million units, according to KGI Securities analyst Ming-Chi Kuo.

In a note to clients this morning, a copy of which was obtained by MacRumors, the analyst speculates that Apple and Chinese Android manufacturer Huawei could be the primary beneficiaries of the Note 7 discontinuation, with Apple potentially seeing an influx of orders for the iPhone 7 Plus due to its dual-camera system. Read More

 

KGI: 2017 iPhones to sport glass front/back, stainless steel edges on high-end models

By Christian Zibreg on Sep 29, 2016

Back in April, KGI Securities analyst Ming-Chi Kuo predicted that the Tenth Anniversary iPhone would undergo significant design changes, ditching the LCD screen and unibody aluminum casing for an all-glass enclosure and a wraparound AMOLED panel protected by curved 2.5 glass cover on the front.

In a new report issued to clients today, a copy of which was obtained by AppleInsider, Kuo says that there is “increasing likelihood” that all 2017 iPhones will have all-glass front and back, with a high-end iPhone 8 model adopting a stainless steel metal frame rather than aluminum. Read More

 

Pegatron CEO and Piper Jaffray slam analysts who predicted poor iPhone 7 sales

By Christian Zibreg on Sep 26, 2016

The CEO of Pegatron, a Taiwanese contract manufacturer that assembles Apple handsets along with Foxconn, told Nikkei Asian Review he remained “cautiously optimistic” about iPhone 7 sales.

His comment targets a recent analyst report from KGI Securities’ Ming-Chi Kuo predicting fewer iPhone 7 sales in 2016 than the iPhone 6s garnered in 2015. Analyst firm Piper Jaffray, too, downplayed Kuo’s negative report in an interview with AppleInsider, saying it’s seeing similarities to the monster iPhone 6 upgrade cycle. Read More

 

Top Apple analyst expects fewer iPhone 7 sales than iPhone 6s garnered in 2015

By Christian Zibreg on Sep 26, 2016

Despite Note 7 fires and carriers suggesting iPhone 7 sellouts, top Apple analyst Ming-Chi Kuo of KGI Securities isn’t entirely convinced that strong consumer demand will offset slowing shipments. In a note to clients obtained by AppleInsider, Kuo predicted 70-75 million iPhone 7 sales in 2016—lower than that of the iPhone 6s in 2015.

Kuo cautions that strong iPhone 7 sales are not “not entirely due to market demand” because carrier promotions inflated sales numbers and a larger amount of launch countries led to depleted inventories worldwide. Read More

 

Apple customers spend an estimated $1 per day

By Christian Zibreg on Aug 24, 2016

A lot has been said about Apple’s various services like the iTunes and App Stores, Apple Pay, Apple Music, Apple Care and others now making more money than its Mac business. In the June quarter, for example, the Services category shot up 20 percent year-over-year, raking in nearly $6 billion in quarterly revenue and making Services the second largest part of Apple’s revenue overall.

Services allow Apple to generate a steady stream of revenue from existing devices, leading Asymco analyst Horace Dediu to estimate in an interview with The Financial Times that, including hardware and software, existing Apple customers currently spend around $1 per day. Read More

 

Deutsche Bank analysts think iPhone 7 will ship with Lightning-to-audio dongle

By Christian Zibreg on Jul 25, 2016

The next iPhone, which sources in China think could be marketed as ‘iPhone 6SE’ to reflect its iterative nature, may ship with a Lightning-to-audio dongle and still end up selling better than the current-generation iPhone 6s, which hasn’t quite lived up to Apple’s internal expectations.

That’s according to a Deutsche Bank research note issued to clients last week, a copy of which was obtained by Business Insider. The investment bankers also shared their predictions for the next iPhone’s features, based on their supply checks. Read More

 

“’P.S. spelling counts here”

By Christian Zibreg on Jul 18, 2016

In May 2013, Apple offered industry analyst Michael Gartenberg to join its marketing team under the leadership of Phil Schiller, Senior Vice President of Worldwide Marketing.

He took the job without hesitation and lasted nearly three years on it before resigning in December 2015. Gartenberg, who is currently with iMore, maintains that “Apple is probably one of the best places in the world to work” and tells a little anecdote that highlights how far Apple’s attention to detail goes. Read More

 

Analysts corroborate claim of alleged iPhone 7 Force Touch Home button

By Christian Zibreg on Jun 29, 2016

Cowen and Company analysts have corroborated an unconfirmed story which two days ago reiterated prior reports that the next iPhone would sport a Home button with haptic feedback to simulate a click, using the same approach as Force Touch on the Apple Watch.

Citing “field checks” to back up its research and projections, the analysts were quoted by Business Insider as saying that this new Home button will sit flush with the rest of the iPhone 7. They also expect the device will lack a headphone jack and will be waterproof, as previous rumors have suggested. Read More

 

Analyst: iPhone 8 will rock Galaxy Edge-like wraparound AMOLED screen

By Christian Zibreg on Jun 1, 2016

IHS Technologies analyst Kevin Wang writes on Chinese social network Weibo that the iPhone 8, which we believe will release in the fall of 2017, will come outfitted with a dual-curved display similar to that found on Samsung’s flagship Galaxy S7 edge, for a virtually bezel-less appearance. He also said just yesterday the next iPhone would replace the entry-level 16GB tier with a more capacious 32GB SKU. Read More

 

Both iPhone 7 models to include 256GB version, replacing 64GB with 128GB SKU?

By Christian Zibreg on Jun 1, 2016

Leaked components and sketchy rumors have led us to take for granted the theory that only the flagship, pricier iPhone 7 Plus model will exclusively include a new capacious 256-gigabyte model.

That assumption is now being challenged by researchers at TrendForce.

The research firm reported on Wednesday that the rumored 256GB SKU will actually extend to both iPhone 7 and iPhone 7 Plus models, possibly even replacing the most popular 64GB storage model. Read More

 
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