Ming-Chi Kuo Predicts iPhone 8 Will Omit Touch ID Entirely, Come in Limited Color Options

KGI Securities analyst Ming-Chi Kuo today made ten predictions related to the 2017 debut of the "iPhone 8," "iPhone 7s," and "iPhone 7s Plus," which are expected to be announced in September and launch sometime afterwards (via StreetInsider).

Kuo's predictions today largely fall in line with all the rumors we've been hearing about the 2017 iPhones over the past few months, with a few new tidbits that suggest the iPhone 8 will be industry-leading in terms of its edge-to-edge design, come in limited color options, and that Apple may be removing Touch ID completely from the OLED smartphone.

iphone 8 parts come together


According to Kuo, the iPhone 8 will have "the highest screen-to-body ratio of any smartphone currently available worldwide," thanks to a drastic reduction in bezels and an edge-to-edge display that we've recently been seeing in various renders. A "notch" for the front-facing camera and sensors will be the only noticeable part of the iPhone 8's bezel design, Kuo said.

Kuo's new predictions also continue to corroborate the iPhone 8's lack of a physical Home button, but he goes on to state that Touch ID will not be incorporated into the OLED smartphone's display. The analyst didn't provide any mention of Touch ID moving elsewhere on the iPhone 8, like the back of the device or lock button as has been previously rumored and largely debunked.

Kuo instead referenced advanced features like "3D sensing for facial recognition," suggesting Apple is ready to ditch Touch ID completely for a new form of biometric security. The analyst said that Apple is still facing technical challenges with implementing Touch ID into a full-screen front-facing display.

"We predict the OLED model won’t support fingerprint recognition, reasons being: (1) the full-screen design doesn’t work with existing capacitive fingerprint recognition, and (2) the scan-through ability of the under-display fingerprint solution still has technical challenges, including: (i) requirement for a more complex panel pixel design; (ii) disappointing scan-through of OLED panel despite it being thinner than LCD panel; and (iii) weakened scan-through performance due to overlayered panel module. As the new OLED iPhone won’t support under-display fingerprint recognition, we now do not expect production ramp-up will be delayed again (we previously projected the ramp-up would be postponed to late October or later)."

Here's Kuo's full list of iPhone 8 predictions:

1: Apple will roll out three iPhone models in 2H17, including an all-new design 5.2” (or 5.8” depending on the definition of screen size in use) OLED iPhone & LCD models including 4.7” & 5.5” (front form factor design similar to current ones).

2: OLED iPhone will adopt full-screen design, with the highest screen-to-body ratio of any smartphone currently available worldwide (thanks to a notch display design); the OLED model will also come with a virtual Home button, though the button will not support fingerprint recognition.

3: OLED iPhone will support 3D sensing for facial recognition & improved selfie quality.

4: OLED iPhone & 5.5” LCD iPhone will both come with DRAM capacity of 3GB (for dual-camera requirements), while 4.7” version will only use 2GB DRAM (for only single camera).

5: Three new models will all come with 64GB and 256GB storage options.

6: All three new models will have a Lightning port; however, there will be an embedded USB-C power delivery IC for higher charging efficiency.

7: The output power of the receiver & speaker of OLED iPhone will be more consistent to create better stereo effects.

8: To maintain its boutique image, we think the OLED version will offer fewer options for casing colors than LCD iPhone models.

9: We predict October-November & August-September as production ramp-up schedules of OLED iPhone & LCD iPhone, respectively. "For optimized promotional effect, we think Apple may unveil the three models simultaneously in September, though the launch date of the OLED version may trail that of LCD models, and supply tightness may not improve before 1H18."

10: We forecast shipments of the three new models in 2017F will be 80-85mn units, with an equal split between OLED & LCD versions.

Another new tidbit includes Kuo's belief that the iPhone 8 will come in fewer color options than the iPhone 7s and iPhone 7s Plus, which the analyst said will help Apple maintain the OLED iPhone's "boutique image."

Otherwise, Kuo's predictions fall in line with previous reports we've seen on the 2017 iPhones, including 64GB and 256GB storage capacities, 3GB of RAM for iPhone 8 and iPhone 7s Plus and 2GB of RAM for iPhone 7s, and a Lightning port with the addition of USB-C Power Delivery for faster charging.

Kuo still believes that all iPhones will be revealed in September, but the iPhone 8 will see a wide availability well after the LCD models thanks to a later production ramp-up schedule. In May, Kuo predicted that a "worst case scenario" is also possible, where "severe supply shortages" will persist throughout 2017 for users looking to get their hands on iPhone 8, with supply tightness not improving until the first quarter of 2018.

Related Forum: iPhone

Top Rated Comments

LXC101 Avatar
58 months ago
I'm not ready for the disappointment of no under-screen touch ID.
Score: 65 Votes (Like | Disagree)
jameswilby Avatar
58 months ago
Ok then... So how would Apple Pay work on iPhone?
Score: 62 Votes (Like | Disagree)
BigDO Avatar
58 months ago
"No touch ID" is stupid...this guy is completely wrong...has he ever been right?
Most of the times he has been. More than any other analyst, and definitely more than any other hobby speculator.
Score: 50 Votes (Like | Disagree)
freediverx Avatar
58 months ago
"Ming-Chi Kuo Predicts iPhone 8 Will Omit Touch ID Entirely"

That's a click-bait headline. At no time did Ming-Chi Kuo state that. He only said TouchID would not be embedded in the screen.
Score: 43 Votes (Like | Disagree)
73b Avatar
58 months ago
No Touch ID might actually stop me from upgrading from my 7 Plus.
Score: 39 Votes (Like | Disagree)
freediverx Avatar
58 months ago
"No touch ID" is stupid...this guy is completely wrong...has he ever been right?
1) He said no TouchID embedded in the display, not that there would be no TouchID at all. Macrumors are the ones responsible for the misleading clickbait headline, so perhaps you should be questioning their credibility instead.

2) Ming-Chi Kuo has the highest accuracy amongst Apple analysts. He's not always right, but he's right more often than the rest.
Score: 37 Votes (Like | Disagree)

Popular Stories

airtag in hand

Apple AirTag Linked to Increasing Number of Car Thefts, Canadian Police Report

Friday December 3, 2021 7:10 am PST by
Apple's AirTags are being used in an increasing number of targeted car thefts in Canada, according to local police. Outlined in a news release from York Regional Police, investigators have identified a new method being used by thieves to track down and steal high-end vehicles that takes advantage of the AirTag's location tracking capabilities. While the method of stealing the cars is largely ...
macbook pro 13 inch banner

Apple Planning Five New Macs for 2022, Including Entry-Level MacBook Pro Refresh

Sunday December 5, 2021 7:55 am PST by
Apple is working on five new Macs for launch in 2022, including a new version of the entry-level MacBook Pro, according to Bloomberg's Mark Gurman. In the latest edition of his "Power On" newsletter, Gurman said that he expects Apple to launch five new Macs in 2022, including: A high-end iMac with Apple silicon to sit above the 24-inch iMac in the lineup A significant MacBook Air...
MBA Mock White Front Blue

2022 MacBook Air Getting Major Display Upgrade With One Drawback

Friday December 3, 2021 3:01 am PST by
Apple's next-generation MacBook Air is reportedly set to bring over many of the new MacBook Pro's features, with one noticeable omission, according to recent reports. The latest MacBook Pro models feature a mini-LED "Liquid Retina XDR" display with deep blacks and support for up to 1,600 nits peak brightness. The display also features Apple's "ProMotion" technology, which is capable of...
m3 feature black

Macs With 'M3' Chips Expected to Use TSMC's 3nm Chip Technology With Test Production Reportedly Underway

Thursday December 2, 2021 7:36 am PST by
Apple's chipmaking partner TSMC has kicked off pilot production of chips built on its 3nm process, known as N3, according to Taiwanese supply chain publication DigiTimes. The report, citing unnamed industry sources, claims that TSMC will move the process to volume production by the fourth quarter of 2022 and start shipping 3nm chips to customers like Apple and Intel in the first quarter of...
apple watch series 7 aluminum colors

2022 Apple Watch Lineup Rumored to Include New Apple Watch SE and 'Rugged' Model for Sports

Sunday December 5, 2021 8:22 am PST by
Apple is planning an entire revamp of its Apple Watch lineup for 2022, including an update to the Apple Watch SE and a new Apple Watch with a rugged design aimed at sports athletes, according to respected Bloomberg journalist Mark Gurman. Writing in the latest installment of his Power On newsletter, Gurman said that for 2022, alongside the Apple Watch Series 8, Apple is planning an update to ...