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

 

Apple predicted to sell 36.5 million iPhones in June quarter

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

 

New report claims Apple will charge $100 premium for larger 5.5-inch iPhone 6

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

 

iWatch components said to be going into production this month

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

 

Chart of the day: why Apple must buy Beats or build own subscription music product

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

 

Noted analyst says Apple bringing Touch ID to 2014 iPhone and iPad models

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

 

Flat iPad sales are the new normal, cautions analyst

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

 

Analyst on iPhone 6 camera: no protruding lens, software-based image stabilization

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

 

Next-gen iPad Air and Retina iPad mini to feature A8 processor, Touch ID

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

 

iPhone 6 to include relocated sleep/wake button and larger, higher resolution display

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

 

iWatch to come in two sizes, feature wireless charging and be ‘fashionable’

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

 

A timeline of all the products Apple is rumored to launch this year

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

 

Survey finds 33% of iPhone owners would pay an extra $100 for bigger display

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

 
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