Analyst Gene “iTV” Munster calls for S-upgrade to Apple Watch this Spring

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

 

KGI: iPhone 7 Plus will have dual lenses with optical image stabilization and zoom

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

 

KGI: 3D Touch-less iPad Air 3 due in H1 2016

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

 

Analysts are confident that TSMC will grab 100% of Apple’s chipset business in 2016

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

 

KGI: mid-range iPhone 6c with Apple Pay, fast A9 chip and three color options due in early-2016

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

 

Another analyst calls for 4″ iPhone 6c in mid-2016

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

 

KGI: Apple won’t be switching to AMOLED screens for iPhones anytime soon

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

 

4-inch iPhone refresh rumored to include A9 chip, iPhone 5s-style looks, Touch ID but no 3D Touch

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

 

KGI predicts A10 chip with 3GB of RAM in iPhone 7

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

 

KGI: iPhone 7 to be iPod touch-thin

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

 

KGI: upcoming iMac refresh taps LED phosphor material to boost color saturation of the display

By Christian Zibreg on Sep 3, 2015

Following his prediction a month ago that next-generation iMacs will launch very soon, KGI Securities analyst Ming-Chi Kuo revealed more details in an analysis shared Thursday with clients, a copy of which was obtained by AppleInsider.

The new iMac upgrade will feature a “much better display,” owing to the use of a LED phosphor material known as KSF to boost color saturation. Read More

 

KGI confirms iPhone 6s has 5MP front camera

By Christian Zibreg on Sep 3, 2015

Apple’s upcoming ‘iPhone 6s’ and iPhone 6s Plus’ smartphones were previously rumored to incorporate a five-megapixel sensor out the front and now a revered analyst is reaffirming those rumors.

Ming-Chi Kuo of KGI Securities, arguably the most reliable Apple analyst in the world, is reporting in a note to clients, a copy of which was obtained by MacRumors, that aside from upgrading the back shooter to twelve megapixels, the front-facing camera on the new phones will be five megapixels. Read More

 

Parts shipments for 12.9-inch iPad Pro likely to begin in September

By Christian Zibreg on Aug 31, 2015

According to a J.P. Morgan investor memo, a copy of which was obtained by AppleInsider, parts shipments for Apple’s mythical 12.9-inch ‘iPad Pro’ are most likely to begin in September. J.P. Morgan’s analysts reaffirmed claims that the iPad Pro will use an improved touch panel design.

Dubbed Glass-Film-Film (GFF), as opposed to the Glass-Film (GF) panels found on the iPad Air and iPad mini, GFF tech allows for greater touch accuracy and performance. These two prerequisites would be crucial for an Apple-built stylus accessory that the rumor-mill believes might sell as an optional accessory as soon as the iPad Pro arrives. Read More

 

KGI: iPad Pro with optional Force Touch-enabled stylus accessory entering production this fall

By Christian Zibreg on Aug 19, 2015

KGI Securities analyst Ming-Chi Kuo predicted in a note issued to clients Wednesday, a copy of which was obtained by AppleInsider, that Apple’s 12.9-inch ‘iPad Pro’ will be entering mass production in September or October of this year.

The device will feature an optional Apple-made stylus accessory, sold separately, with built-in Force Touch support. Read More

 

KGI: new iMacs in the pipeline feature faster CPUs and ‘much better display quality’

By Christian Zibreg on Aug 3, 2015

KGI Securities analyst Ming-Chi Kuo, who is arguably the most reliable Apple analyst out there, is out with a new analysis offering some new details regarding Apple’s upcoming refresh of the iMac lineup.

According to his note to clients, a copy of which was obtained by AppleInsider, Apple will updated iMacs this quarter with faster processors from Intel and enhanced screen technology designed to provide a “much better display quality.” Read More

 

KGI predictions: Apple Watch Sport in yellow/rose gold, new iMacs & thinner iPad mini due this fall

By Christian Zibreg on Jul 19, 2015

Well-connected KGI Securities analyst Ming-Chi Kuo has issued a new report to clients ahead of Apple’s June quarter earnings report, which is due this coming Tuesday.

The note, a copy of which was obtained by AppleInsider, provides several predictions regarding Apple’s upcoming product refreshes.

For starters, Kuo is expecting new Apple Watch Sport variants in rose and yellow gold color options matching the upcoming ‘iPhone 6s’ and ‘iPhone 6s Plus’ colors. He also wrote that new iMac models with upgraded processors could arrive later this year, in addition to a thinner, lighter iPad mini and more. Read More

 

Analyst: ‘iPhone 6c’ to replace polycarbonate shell with metal casing based on iPhone 6 style

By Christian Zibreg on Jul 1, 2015

According to Jefferies analyst Ange Wu, Apple’s next iteration of the the “unapologetically plastic” iPhone 5c will do away with its polycarbonate shell in favor of a more robust metal casing based on iPhone 6 style.

Wu wrote in yesterday’s note to clients, a copy of which was obtained by Barron’s, that the so-called ‘iPhone 6c’ will be an extended version of the iPhone 5s with a four-inch Retina display and a unibody metal casing. Read More

 

KGI: iPhone 6s to be marginally thicker due to Force Touch

By Christian Zibreg on Jun 17, 2015

Several supply chain reports have indicated that this year’s ‘iPhone 6s’ and ‘iPhone 6s Plus’ releases will feature Apple’s pressure-sensitive screen technology called Force Touch that debuted on the Apple Watch and now a revered analyst has given these reports an aura of credibility.

Ming-Chi Kuo of KGI Securities wrote in a note to clients, a copy of which was obtained by the Japanese blog MacOtakara, that Apple’s implementation of Force Touch on the upcoming phones will make them slightly thicker than the present-generation iPhone 6 and iPhone 6 Plus. Read More

 

KGI claims Apple will unveil new iPhones in August before making them available for sale in September

By Christian Zibreg on May 21, 2015

Apple usually launches new iPhones in September (and iPads in October), but this time around the company could bring the ‘iPhone 6s’ and ‘iPhone 6s Plus’ to market a bit earlier, if a new analysis by KGI Securities analyst Ming-Chi Kuo is an indication.

In a note to clients, a copy of which was obtained by The China Post, Kuo writes that Apple will announce the new handsets in August before making them available for sale in September, the time frame that suggests the possibility of pre-orders in late August. Read More

 

KGI predicts softened demand for Apple Watch as it may be selling much better with men

By Christian Zibreg on May 20, 2015

Demand for the Apple Watch may be softening since its April 2015 launch and the Cupertino company is likely to see less than 15 million shipments through the end of September, KGI Securities’ Ming-Chi Kuo predicted in a note issued to clients on Wednesday, a copy of which was obtained by AppleInsider.

By comparison, the consensus is somewhere in the range of 20 and 30 million units.

Moreover, the analyst has identified the Apple Watch’s biggest problem: women don’t seem to be falling in love with the device. According to his findings, demand for the smaller 38mm model is significantly lower than the 42mm units. Read More

 
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