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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
By Christian Zibreg on Jan 18, 2015
The “If you see a stylus, they blew it” line that Steve Jobs famously used during the January 2007 iPhone introduction is about to get challenged in the post-Jobs era.
At least that’s what KGI Securities analyst Ming-Chi Kuo proposed in his newly published note to clients.
Long story short, the analyst predicted that a rumored ‘iPad Pro,’ expected in late-2015, will include an optional in-house built stylus accessory as a niche product aimed at creative professionals. Read More
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
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