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

 

Intel has reportedly secured orders for a ‘significant portion’ of iPhone 7 cellular modems

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

 

KGI: iPhone SE will have 12MP iSight camera, iPhone 5s to go half price

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

 

iPhone 7 may ship with wired EarPods after all

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

 

Analyst Gene “iTV” Munster calls for S-upgrade to Apple Watch this Spring

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

 

KGI: iPhone 7 Plus will have dual lenses with optical image stabilization and zoom

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

 

KGI: 3D Touch-less iPad Air 3 due in H1 2016

By Christian Zibreg on Dec 15, 2015

KGI Securities analyst Ming-Chi Kuo shared some interesting predictions for 2016 iPhones and iPads in a note sent to clients this morning, a copy of which was obtained by MacRumors.

For starters, Kuo is adamant that the third-generation iPad Air will be arriving in the first half of next year. The tablet won’t be outfitted with a pressure-sensing screen due to alleged production issues related to building a 9.7-inch 3D Touch sensor array. Read More

 

Analysts are confident that TSMC will grab 100% of Apple’s chipset business in 2016

By Christian Zibreg on Dec 10, 2015

Although the present-generation A9 and A9X processors are being built by both Taiwan Semiconductor Manufacturing Company Limited (TSMC) and Samsung, it appears that Samsung will be left out entirely from the lucrative contract to build the forthcoming A10 chipset for 2016 iOS devices.

Barron’s on Thursday cited analyst Bonil Koo with investment bank UBS as saying that all A10 orders will be exclusively handled by TSMC, posing a major problem for Samsung. Read More

 

KGI: mid-range iPhone 6c with Apple Pay, fast A9 chip and three color options due in early-2016

By Christian Zibreg on Dec 3, 2015

According to a research note that KGI Securities analyst Ming-Chi Kuo sent to clients this morning, a copy of which was obtained by AppleInsider, Apple’s rumored four-inch iPhone refresh will be released in early-2016, possibly in time for the spring.

It will feature an iPhone 5s-like exterior design with an iPhone 6s-like display that’s curved at the edges.

The device apparently sports a colorful metal chassis, runs the A9 system-on-a-chip manufactured by both TSMC and Samsung (which also powers the latest iPhone 6s series) and includes NFC to support Apple Pay transactions. Read More

 
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