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
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
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
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
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
By Joe Rossignol on Mar 22, 2014
According to a forum post made by a reputable user on the Chinese website WeiPhone, Apple could release a new 12-inch MacBook in the near future. The slim notebook is expected to be released without a fan, and will feature a redesigned trackpad and Retina display. The all-new trackpad will lack a mechanical button for tactile clicking, leaving multi-touch gestures as the sole method of input.
This is the same user that leaked the 13-inch MacBook Pro with Retina display in the past, making this rumor slightly more credible. It also helps that well-connected KGI Securities analyst Ming-Chi Kuo already predicted last October that Apple will be launching a 12-inch MacBook Pro with Retina display at some point this year. The notebook will combine portability and productivity into one… Read More
By Cody Lee on Feb 16, 2014
KGI Securities’ Ming-Chi Kuo is out with a new research note this weekend, offering predictions on Apple’s tablet plans for the next two years. The analyst, who has a strong track record in tech predictions, believes that 2014 will be the year of the iPad Air.
Kuo sees Apple updating the full-sized iPad this year with an A8 processor, Touch ID fingerprint sensor, and possibly a few other improvements. But as for a new iPad mini and the oft-rumored 12.9-inch iPad “pro,” he believes we wont see them until 2015… Read More
By Cody Lee on Feb 14, 2014
Apple may not have impressed Wall Street with its holiday quarter, but it did reach a major [symbolic] milestone. During the 3-month period, the Cupertino company sold more Macs, iPhones, iPads and iPod touches than the total number of Windows computers combined.
According to data gathered by analyst Benedict Evans, this is the first time Apple has surpassed the PC market in hardware sales. Now this doesn’t include Windows Phone. If you add that in, the two are more or less exactly equal, though Apple still wins in average selling price… Read More
By Christian Zibreg on Feb 11, 2014
If Apple’s iTunes were a separate company, it would rank 130th on Fortune’s annual list of the Top 500 companies in the United States. It’s also half the size of Google’s search business! The high-volume, low-margin store raked in an astounding $4.4 billion in revenue during Apple’s fiscal 2014 first quarter ended December 28, 2013.
And according to independent analyst Horace Dediu of Asymco, total iTunes revenue in 2013 topped – wait for it – an incredible $23.5 billion. That’s an awful lot of money for an online-only content store… Read More
By Cody Lee on Jan 29, 2014
It would seem that much of the tech world is expecting Apple to give its iPhone line a significant refresh this year. The company is believed to be working on not one, but two new models with larger displays, and of course there will be the usual performance bumps.
But if you ask Matt Margolis of Seeking Alpha, the iPhone 6 may feature much more than just a larger display. The analyst thinks the handset could utilize a sapphire display with an embedded solar power panel, and he makes a pretty interesting case for the theory… Read More
By Cody Lee on Jan 27, 2014
Apple just finished up its quarterly earnings call a few hours ago where it offered up sales numbers for the holiday quarter, forecasts for next quarter, and everything in between. Tim Cook even fielded some questions from overly-eager analysts.
While most of these questions were fairly dull, there were a handful of them worth noting, including one about Apple’s plans for the mobile payment space. Obviously Cook wouldn’t answer the query directly, but his response was rather interesting… Read More
By Cody Lee on Jan 21, 2014
Wall Street analysts have been foaming at the mouth since Apple announced it would be discussing its Q1FY14 financial results on January 27. Record holidays have become the norm for the company, but with two new iPhones released last fall, this one is expected to be over the top.
How much over the top? Well Morgan Stanley analyst Katy Huberty says she believes Apple may have sold between 54 and 55 million iPhones last quarter. That would be a new record for the company, and a nice jump from the 47.8 million handsets it sold over the holidays last year… Read More
By Cody Lee on Jan 3, 2014
The 12-inch iPad is real, in the opinion of Evercore’s Patrick Wang, and it’s going to hit the market sometime this fall. The analyst published a research note yesterday claiming that his supply chain sources have confirmed the existence of the larger tablet.
According to Wang’s sources, Apple is looking to launch the 12-inch iPad in the second half of this year. The “hybrid” device will be targeted at enterprise users and likely feature a new (possibly quad-core) A8 processor, increased storage and other upgrades… Read More
By Cody Lee on Dec 20, 2013
The entire tech world let out a simultaneous gasp when China Mobile launched its 4G network on Wednesday and made no mention of the iPhone. Up until then we had seen a flurry of reports and evidence suggesting that Apple had finally reached a deal with the carrier.
But clearly that’s not the case, and the big question now is: what’s the holdup? Well according to KGI Securities analyst Ming-Chi Kuo, the deal may have been slowed by unexpectedly weak demand for the iPhone 5c versus the iPhone 5s among China Mobile customers… Read More
By Cody Lee on Dec 12, 2013
According to research by Canaccord Genuity analyst T. Michael Walkley, the iPhone 5s has been the top-selling smartphone at the four major US carriers for the past 3 months. That’s not too surprising, considering new iPhones usually fair well right after launch.
But what did surprise me was the fact that the iPhone 5c has also been in the top 3 selling smartphones at AT&T, Verizon, Sprint and T-Mobile since September. You know, the same handset that Apple has reportedly been cutting production for due to poor sales…
By Cody Lee on Dec 10, 2013
Gene Munster—yes the iTV guy—is out with a new report today looking at the state of Siri’s ability to accurately answer and respond to queries. The Piper Jaffray analyst regularly assesses the accuracy of Apple’s digital assistant.
In his latest look, Munster found that Siri has continued to improve with the release of iOS 7, particularly in its ability to properly interpret questions being asked and its overall performance when accessed in noisier situations…
By Christian Zibreg on Nov 13, 2013
Have you ordered your iPad mini with Retina display yet? If you’re still on the fence of buying the device, make up your mind sooner than later because the popular Apple analyst Ming-Chi Kuo is expecting tight supply this holiday season.
Kuo is very reliable and this is the first time he posted estimates of the numbers so it pays to take his remarks at face value. Corroborating his analysis, Rhoda Alexander of IHS iSupply cautions that shipments of the supply-constrained device won’t double until the first quarter of next year, meaning shortages are to be expected throughout the Christmas quarter.
Meanwhile, early adopters are now reporting receiving an Apple Store-estimated delivery date of this coming Friday, November 15. Jump past the fold for the full reveal… Read More
By Christian Zibreg on Nov 13, 2013
If you believe research firm DisplaySearch, the Apple smartwatch project, the iWatch, has taken the front seat as the company sharpens its focus on wearable technology, allegedly at the expense of a full-on television set which one reliable analysts now thinks is more of a 2015-2016 thing.
According to a new report by The Korea Herald, DisplaySearch thinks the iWatch will come in two sizes accommodating for men and women’s wrist. In the case of men, the iWatch should have a 1.7-inch display, the research firm said. On the other hand, women should get a tinier device outfitted with a smaller 1.3-inch display… Read More
By Christian Zibreg on Nov 12, 2013
Citing supply chain sources, DisplaySearch yesterday shattered analyst Gene Munster’s ‘Apple-televison-set-due-this-Christmas’ pipe dream to pieces by claiming Apple has put the iTV project on the back burner as it focuses on wearable projects, a new priority for Tim Cook & Co. And guess what reliable analyst restrains himself from making wild Munster-like iTV predictions?
That’s right, Ming-Chi Kuo of KGI Securities.
Thus, it goes without saying that Kuo’s note to clients in which he analyzes Apple’s television plans hasn’t gone unnoticed with us. In short, he’s suggesting that with the technological pieces all in place now Apple is about to introduce significant improvements to the existing $99 Apple TV set-top box.
Bonus: I also get to deconstruct some of the outrageously inaccurate predictions by crazypants Apple analysts Gene Munster! Read More
By Christian Zibreg on Nov 5, 2013
Apple has long been rumored to be adopting Sharp’s sophisticated IGZO display technology for iPhones and iPads, but the reported ongoing yields issues have prevented it from making the switch over concerns on maintaining a minimum level of capacity.
At the same time, it hasn’t gone unnoticed that the iPad Air achieves the same 10-hour battery life (and 24-hour LTE hotspot performance) in spite of packing in a powerful 64-bit A7 processor and, more importantly, a much smaller battery than its predecessor, 32.9 Whr versus 43 Whr for the iPad 4.
Now, one of the benefits of using IGZO display technologies is vastly reduced power consumption. So, has Apple switched to IGZO panels for the iPad Air or not? Read More