By Christian Zibreg on Sep 1, 2014
KGI Securities’ Ming-Chi Kuo in a note to clients issued Monday postulated that Apple’s upcoming iPhone 6 is “not likely” to ship with a more powerful power adapter.
Furthermore, he made the same assertion regarding the rumored Lightning cable which recently leaked out with reversible design on the USB side.
According to the analyst note obtained by AppleInsider, Kuo thinks the fully reversible Lightning cable would not be viable, citing “cost concerns” and ”limited improvements to overall user experience” that such changes would bring. Read More
By Christian Zibreg on Aug 19, 2014
KGI Securities’ Ming-Chi Kuo has made a name for himself as one of the more credible — if not the most credible — analysts covering Apple.
And unlike many other ”analysts“ who base their armchair predictions on the combination of the generally inaccurate rumor-mill reporting, hearsay and the Internet echo chamber, Kuo actually does research and puts some thought into notes he issues to clients.
But even renowned analysts like Kuo — and trusted he is — have had their share of misses. Today, Kuo backpedalled on his earlier claim that Apple was working to released an iWatch at some point this year. Ask him again and he’ll now tell you he no longer sees the mythical wearable released in 2014 due to the complexities involved in hardware and software engineering… Read More
By Christian Zibreg on Aug 4, 2014
Disclaimer: an analyst says stuff about Apple that may or may not come true. That being said, Cowen & Co. analyst Timothy Arcuri thinks he got it all figured out, writing that a 5.5-inch iPhone 6 would include a faster A8 processor than its 4.7-inch counterpart. Not only that, but a variant of the A8 chip inside Apple’s phablet-class device would be physically bigger, indicating perhaps that the bigger handset might feature additional graphics cores compared to its 4.7-inch counterpart.
In addition, the Wall Street analyst thinks that the device will pack in a different touch module than the 4.7-inch model… Read More
By Cody Lee on Jul 31, 2014
Noted KGI Securities analyst Ming-Chi Kuo issued a new note to investors today regarding the upcoming iWatch. Echoing his thoughts from earlier this month, Kuo says he believes that only around 3 million units or so of Apple’s smartwatch will ship this year.
Citing supply chain sources, the analyst blames production issues for the device’s limited availability. More specifically, Kuo believes that Apple is running into problems with the iWatch’s sapphire cover lens, pushing mass production back until late-November… Read More
By Christian Zibreg on Jul 14, 2014
In his new research note issued to clients Monday, KGI Securities analyst Ming-Chi Kuo cautions that Apple’s 5.5-inch iPhone 6 could be delayed until after October and possibly until 2015, over yield issues with its in-cell touch panel and metal casing.
According to the analyst, panels this large exhibit issues where the edge of the panel may become insensitive to touch. Also, under Apple’s new manufacturing process for the iPhone 6 metal casing, “color unevenness is an issue,” wrote Kuo… Read More
By Joe Rossignol on Jul 2, 2014
Apple is poised to have another record-breaking quarter for iPhone sales, if a new prediction proves to be true. According to Wells Fargo Securities analyst Maynard Um, the addition of new carriers and several promotions will help drive iPhone sales to 36.5 million for the June quarter. Um predicts that Apple will have quarterly revenue of $38.2 billion, beating the Wall Street prediction of $37.9 million… Read More
By Cody Lee on Jun 13, 2014
In line with a report from Jefferies’ Peter Misek earlier this year, Raymond James analyst Tavis McCourt issued a claim this morning that Apple will charge a $100 premium for the larger of two iPhone 6 models expected to launch this fall.
In a research note to investors, McCourt said he is confident Apple will charge a $100 more for the 5.5-inch version of its new smartphone, citing higher-priced components and more complex production processes as reasons for the bump… Read More
By Cody Lee on Jun 5, 2014
Cantor Fitzgerald’s Brian White reports that several components for the so-called iWatch are going into mass production this month. The analyst believes that Apple is planning to unveil the long-rumored smartwatch in September, perhaps alongside the iPhone 6.
White bases his report on his recent tour of Computex, Asia’s largest technology show, where wearables were by far the most talked-about products. There, sources from supply chain companies told him iWatch component production would soon begin ramping up… Read More
By Christian Zibreg on May 28, 2014
Morgan Stanley analyst Katy Huberty released an interesting chart highlighting the need for an Apple-branded on-demand music streaming product. Currently, the company only sells individual songs or whole albums on iTunes.
The analyst worryingly writes in a note to clients issued Wednesday that iTunes sales are down 24 percent year-on-year. Moreover, Apple’s 800 million iTunes users are spending an average of $3.29 on iTunes.
For the sake of clarity, the figure represents combined per-user purchases of music, movies, iOS and Mac apps and more. That being said, Apple is clearly taking a heat due to its refusal to introduce a subscription music service because iTunes users seem to spending more on apps and less on music nowadays… Read More
By Christian Zibreg on May 27, 2014
Back in April, KGI Securities analyst Ming-Chi Kuo gave us a roadmap of all the products Apple has in the pipeline for 2014 and now he’s back with an analysis of Apple’s plans for the Touch ID sensor.
His conjecture is that every new iPhone and iPad model shipping in 2014 will be outfitted with an improved Touch ID fingerprint reader.
Kuo has become one of the most reputable Apple analyst analysts out there who churns out some of the most reliable predictions about Apple’s future product plans so it’s worth paying attention to what he has to say… Read More
By Christian Zibreg on May 12, 2014
In announcing financial results for the March 2014 quarter, Apple surprised analysts by reporting basically flat iPad growth.
Compared to the same quarter in 2013, sales of the Apple tablet hit the 16.35 million unit mark versus analyst consensus of 19.7 million units. More worryingly, it’s a 16 percent annual drop from the 19.5 million iPads moved in the year-ago quarter.
Slowing growth is the new normal rather than an anomaly because the tablet market as a whole has seen little innovation lately, cautions Morgan Stanley analyst Katy Huberty… Read More
By Christian Zibreg on Apr 29, 2014
As we told you before, supposed case leaks indicate that Apple’s upcoming iPhone 6 could be as thin as the current-generation iPod touch, its slim body purportedly measuring between 6.5mm and 7.0mm (the iPhone 5s is 7.6mm thick).
But Apple’s desire to create an ultra-thin phone might also result in an unsightly camera lens protrusion on the back, according to purported production images.
The exposed camera design is said to be the result of the larger components needed for a new optical image stabilization feature. Apple’s engineers are faced with a dilemma: create an ultra-thin device that features optical image stabilization and has the annoying protrusion or expand the device slightly to 7.5mm to get rid of the protruded module on the back.
But there’s allegedly a third option: tap the speedy A8 processor and the power of software to implement an electronic rather than optical image stabilization. This would allow Apple to realize the thin appearance of the device while doing away with the rumored bulge on the back… Read More
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