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


Analyst sees Apple finally dropping much-loathed 16GB iPhone from lineup

By Christian Zibreg on May 31, 2016

Apple could be finally ditching the oft-criticized sixteen-gigabyte iPhone from the mix and replace it with a thirty-two gigabyte SKU as the new baseline model. That’s if you believe what an IHS Technology analyst posted on Chinese social media this morning, as per 9to5Mac. Read More


KGI: Apple to produce one iPhone 7 Plus model with dual lens and 3GB RAM

By Christian Zibreg on May 11, 2016

In somewhat surprising news, KGI Securities analyst Ming-Chi Kuo—arguably the most reliable Apple analyst out there—says there’ll be one, not two iPhone 7 Plus models. Previous rumors have pointed to three different configurations: a regular 4.7-inch ‘iPhone 7’, a larger-screened 5.5-inch ‘iPhone 7 Plus’ and a so-called ‘iPhone 7 Pro’ with premium hardware features.

According to Kuo’s note to clients, a copy of which was obtained by MacRumors, Apple plans to produce a single iPhone 7 Plus model. That ‘Plus’ edition should be the ‘Pro’ iPhone you’ve been waiting for: it’ll come outfitted with a dual-lens camera system and have three gigabytes of RAM versus two gigabytes of RAM on the iPhone 6s generation. Read More


One of the most reliable Apple analysts doesn’t see “many attractive selling points for iPhone 7”

By Christian Zibreg on Apr 25, 2016

KGI Securities analyst Ming-Chi Kuo has arguably the strongest track record among his peers when it comes to anticipating unreleased Apple products. That being said, his most recent research note that he issued to clients last evening is something of a surprise to ardent Apple watchers.

In it, the revered analyst pours cold water on various iPhone 7 expectations, stating he doesn’t see “many attractive selling points” for the upcoming handset. A copy of Kuo’s note to clients was obtained by AppleInsider.

As a matter of fact, Kuo believes Apple will be the only top-five smartphone vendor to see its shipments decline this year before they rebound in 2018, in time for a rumored monster iPhone 8 refresh. Read More


Analyst talks iPhone 8: OLED screen with no Home button, wireless charging and more

By Christian Zibreg on Apr 22, 2016

Apple will be launching new iPhones this fall, likely to be marketed as ‘iPhone 7’ and ‘iPhone 7 Plus’.

Should the company stick to its established S-upgrade cycle, and there’s no reason to believe it won’t, then we should see an ‘iPhone 7s’ and ‘iPhone 7s Plus’ in 2017, right? That’s what conventional wisdom has taught us, but one analyst’s turned that conventional wisdom on its head.

Citing industry sources, Barclays analyst Mark Moskowitz recently wrote a lot of nice things about Apple’s 2017 iPhone, which he called a “mega cycle” upgrade that will feature a bunch of significant hardware advances that should help increase Apple’s iPhone sales by as much as 10.3 percent. Read More


KGI: major iPhone redesign due in 2017 with all-glass enclosure, AMOLED Retina screen and more

By Christian Zibreg on Apr 18, 2016

An iPhone 7, which we expect will launch this fall, won’t differ much from the existing iPhone 6/6s design style because Apple is saving a major visual refresh of its smartphone for 2017, according to a research note Sunday by well-informed KGI Securities analyst Ming-Chi Kuo.

The note, a copy of which was obtained by MacRumors, quotes the analyst as saying that a 2107 iPhone refresh will bring not only the rumored jump to the superior AMOLED display technology but a whole new design language for the iconic smartphone that will ditch the all-metal appearance in favor of an all-glass enclosure. Read More


KGI analyst predicts 25 percent lower Apple Watch shipments this year

By Christian Zibreg on Apr 11, 2016

KGI Securities analyst Ming-Chi Kuo, who is one of the most reliable Apple analyst out there, estimated in a note sent to clients Monday that shipments of the Apple Watch will decline 25 percent in the calendar 2016, despite the expected introduction of a second-generation model some time later this year.

According to the note, a copy of which was obtained by MacRumors, Apple will sell a total of 7.5 million Apple Watch units this year versus an estimated 10.6 million Apple Watch sales in 2015. Read More


Guy who predicted iRing motion controller calls for 40% thinner Apple Watch 2 due at WWDC

By Christian Zibreg on Apr 8, 2016

Drexel Hamilton analyst Brian White, who is currently touring component makers in China, wrote in a note to clients Friday, a copy of which was obtained by MacRumors, that Apple will unveil a forty percent thinner second-generation Apple Watch at WWDC this summer, its annual pilgrimage for developers.

“We walked away with the sense that the Apple Watch refresh will not occur in September with the iPhone 7,” reads White’s analysis.

Instead, it’s “more likely” to occur within the next 2-3 months and “thus we believe an unveiling at WWDC in June makes sense”. Oh, and they also “believe” that the Apple Watch 2 “could be” twenty to as much as forty percent thinner than the current one.

It certainly doesn’t take a genius to figure out that the next Apple Watch is going to be thinner than the first model. Read More


KGI: dual cameras to be exclusive to 5.5″ iPhone 7

By Christian Zibreg on Apr 4, 2016

Apple’s upcoming iPhone 7 will feature dual cameras for improved photography features, but only on the flagship 5.5-inch model, according to an investment note by KGI Securities analyst Ming-Chi Kuo, a copy of which was obtained by AppleInsider this morning.

The analyst, who has a strong track record in predicting Apple’s future product plans, thinks that iPhone shipments will fall below 200 million units this year due to a soft iPhone SE launch and weakening demand for the current flagship iPhone model, the iPhone 6s. Read More


KGI: 5.8″ AMOLED iPhone with iPhone 4-like curved glass design due in 2017

By Christian Zibreg on Mar 28, 2016

Last month, supply chain sources claimed Apple was working to launch a 5.8-inch iPhone featuring rigid AMOLED display panels some time in 2017.

And now, KGI Securities analyst Ming-Chi Kuo has said pretty much the same thing in his most recent analysis issued to clients yesterday, a copy of which was obtained by AppleInsider.

The device should have a curved glass casing similar to the design of the iPhone 4 and iPhone 4s and a “completely new form factor design” with narrow bezels providing a “more comfortably grip.” Read More

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