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
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
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
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
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
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
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
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
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
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
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
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
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
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
By Christian Zibreg on Mar 4, 2016
Chip giant Intel has secured orders for a “significant portion” of cellular modems on Apple’s upcoming iPhone 7, according to a note CLSA Securities analyst Srini Pajjuri sent to clients, a copy of which was obtained by NDTV.
The current iPhone 6s generation uses Qualcomm’s MDM9635M LTE Cat. 6 cellular modem and the previous-generation iPhone 6 series is outfitted with Qualcomm’s MDM9625M modem so if this particular analyst is right, Qualcomm is set to lose some serious money should Apple dual-source cellular modems for the next iPhone. Read More
By Christian Zibreg on Feb 27, 2016
Apple’s upcoming four-inch ‘iPhone SE’ will cost between $300 and $400 in the United States, it will have a twelve-megapixel camera on the back rather than an eight-megapixel shooter, as previously rumored, and is entering mass production soon. Moreover, the existing iPhone 5s is slated to be discounted by fifty percent.
That’s the gist of a note KGI Securities analyst Ming-Chi Kuo sent to clients, a copy of which was obtained by AppleInsider. Read More
By Christian Zibreg on Feb 12, 2016
Apple’s upcoming iPhone 7 will include an all-digital, wired edition of the EarPods headphones that will connect to the handset’s Lightning port, not the wireless edition as previously rumored.
According to an analyst note from Barclays, a copy of which was obtained by Business Insider, Apple has not yet purchased a license from its supplier Cirrus Logic that would permit the company to use Cirrus’ active noise-canceling software.
Cirrus technology would be needed to filter out background noise during phone calls were Apple to ditch the traditional 3.5mm headphone jack in favor of wireless Bluetooth headphones. Read More
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
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