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


Gene Munster gives up on Apple television dream

By Christian Zibreg on May 19, 2015

Piper Jaffray analyst Gene Munster has become something of a joke in the broader analyst community. Arguably the most vocal proponent of a fully-fledged Apple television set, he’s been predicting the imminent arrival of a 50+ inch TV with the shiny Apple logo on it for years now.

He wasn’t alone in his predictions. Most recently, noted activist investor Carl Icahn put much faith in the mythical Apple Ultra HD TV set in a yet another letter to Tim Cook yesterday.

But as a new report by The Wall Street Journal alleged that Apple has indeed axed the project after researching it for nearly a decade, Munster was quick to admit that he’s been wrong all along. Read More


Analyst “confirms” 12MP camera with smaller pixels for the next iPhone

By Christian Zibreg on May 15, 2015

Apple’s forthcoming iPhone refresh — presumably an ‘iPhone 6s’ and ‘iPhone 6s Plus’ — is set for a major upgrade in the camera department as Apple has reportedly relented and decided to join the megapixel race with a twelve-megapixel iSight camera on the back of the new phone(s).

But the megapixels don’t tell the whole story.

According to Kevin Wang, IHS’s Technology Research Director for China, the pixel size will be smaller, raising questions about the camera’ performance in low-light conditions. Read More


KGI on next iPhone: 2GB RAM, 12MP camera, Force Touch, rose gold, no new 4-inch model

By Christian Zibreg on May 12, 2015

Revered KGI Securities analyst Ming-Chi Kuo arguably has the most prescient track record in forecasting Apple’s plans. In a note issued to clients Tuesday, obtained by MacRumors, Kuo makes a number of predictions regarding the next iPhone refresh, many of which have already been rumored, but some never heard before.

He is expecting ‘iPhone 6s’ and ‘iPhone 6s Plus’ handsets to be powered by Apple’s next-generation A9 processor with 2GB of RAM, twice as much as the current iPhone lineup. The RAM will be of a speedier LPDDR4 variety versus the LPDDR3 RAM in current iPhones. More RAM coupled with a faster, more power efficient processor, should result in smoother performance and better multitasking.

The camera is likely to receive a pixel upgrade and should be twelve megapixels while Force Touch pressure sensitive screen will be “the biggest upgraded selling point”. Read More


Analyst calls for an Apple Watch with new casing materials by fourth quarter

By Christian Zibreg on Mar 11, 2015

The current aluminum Apple Watch Sport, the stainless steel Apple Watch and the 18-karat rose/yellow gold Apple Watch Edition may be joined by up to three additional editions of the device featuring new casing materials, according to revered Apple analyst Ming-Chi Kuo of KGI Securities. Read More


Analyst weighs on why auto industry needs Apple, Mercedes-Benz exec laughs off Project Titan

By Christian Zibreg on Feb 25, 2015

As big media rides on the ‘Apple researching an electric vehicle’ bandwagon, one analyst lays out why the Cupertino firm could ultimately become a force to be reckoned with in autonomous cars.

Commenting on an influx of stories related to Apple’s rumored Project Titan, Morgan Stanley analyst Katy Huberty explains (via Forbes) why the world’s richest, most valuable company taking on the world’s most disruptable business makes a lot of sense. Read More


JP Morgan determines that 5 percent of iPhone owners will buy Apple Watch

By Christian Zibreg on Feb 11, 2015

A study released Wednesday by investment firm J.P. Morgan bodes well for Apple’s inaugural wrist-worn gadget. Although the Apple Watch requires an iPhone and is limited to owners of the iPhone 5 and newer, JP Morgan thinks there will be 400 million potential Apple Watch customers by the end of the March quarter, with five percent of compatible iPhone owners potentially buying it before the end of 2015. Read More


Kuo: iPhone 6s to sport much-improved Touch ID for safer Apple Pay experience

By Christian Zibreg on Feb 10, 2015

In a note to clients obtained Monday by AppleInsider, revered analyst Ming-Chi Kuo is predicting that the next iPhone will have a much improved and more reliable Touch ID fingerprint sensor that will “offer a better and safer Apple Pay user experience by reducing reading errors.”

An analyst with KGI Securities, Kuo is plugged deeply into Apple’s supply chain and has proven reliable. Read More


Apple expected to report selling more iPhones in China than in US

By Christian Zibreg on Jan 26, 2015

A report published Monday in The Financial Times newspaper suggests a tantalizing prospect for iPhone sales as Apple is expected to announce selling more handsets in China than in the United States when it reports fiscal 2015 first quarter earnings after the markets close tomorrow.

Headlined ‘China buying more iPhones than US,’ reporter Tim Bradshaw’s article cites reputable analysts who estimate that the Cupertino firm has “reached the turning point in iPhone sales” following the iPhone 6’s release in China and a landmark deal with China Mobile, the country’s largest network operator. Read More


Noted analyst pegs 12″ MacBook Air for Q1, reiterates March launch of Apple Watch

By Christian Zibreg on Jan 25, 2015

Pretty accurate KGI Securities analyst Ming-Chi Kuo has issued a brand new note to clients. In it, he confirmed an earlier report calling for a March release date of the Apple Watch (remember, Apple’s retail boss mentioned a vague Spring release date).

In the note, a copy of which was obtained last evening by MacRumors, Kuo also claims that a rumored MacBook Air refresh with a twelve-inch Retina display and a radically redesigned chassis will go on sale during the first quarter of this year. Read More

Page 112345...