KGI Securities

By MacRumors Staff

KGI Securities Articles

iphone 7 plus dual camera

Next Year's Dual-Camera iPhones Will Have Dual Optical Image Stabilization

Thursday November 17, 2016 5:53 am PST by
While the iPhone 7 Plus has a dual-lens camera, only the wide-angle lens supports optical image stabilization. However, that could change next year. In a research note obtained by MacRumors, KGI Securities analyst Ming-Chi Kuo maintains his belief new dual-camera iPhone models in 2017 will support dual optical image stabilization. Kuo believes Apple will redesign the telephoto lens to...
iPhone 7 plus jet black duo

Rumored 5.8" OLED iPhone Said to Have 5.1" to 5.2" Active Display Area

Thursday November 17, 2016 4:45 am PST by
Apple is widely rumored to release its first iPhone with an OLED display next year, but reports have been conflicting about its potential screen size. KGI Securities analyst Ming-Chi Kuo previously said Apple will launch a 5.8-inch iPhone with a curved OLED display and glass casing next year, while Barclays analysts recently called for a 5-inch iPhone with a curved, bezel-free OLED display....
iphone trade up

Next Year's iPhones to Include 4.7" LCD Model With Single Camera, 5.5" LCD and OLED Models With Dual Cameras

Tuesday November 15, 2016 8:02 am PST by
Apple will release a trio of new iPhones next year, according to a new research note from KGI Securities analyst Ming-Chi Kuo. Kuo believes Apple will launch a 4.7-inch model with a single-lens camera and LCD display, 5.5-inch model with a dual-lens camera and LCD display, and an all-new OLED model with a dual-lens camera in 2017.We look for new 2017F iPhones to come in three models: one OLED...
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iPhone 7 Demand Has 'Peaked' as Shipments Forecasted to Decline Significantly Over Next Two Months

Monday November 14, 2016 6:38 am PST by
Just two months after the iPhone 7 and iPhone 7 Plus launched, KGI Securities analyst Ming-Chi Kuo believes demand for the smartphones has "peaked" in line with a significant monthly shipment decline starting in November. Kuo predicted Apple's overseas suppliers will revise down their iPhone shipments by 5-15% in November-December due to lower-than-expected demand stemming from a lack of...
iphone7waterresistance

Apple and Huawei Will Benefit Most From Note 7's Failure, but Profit May Have Already 'Peaked Out'

Monday October 17, 2016 5:38 am PDT by
Apple and Huawei will be the biggest beneficiaries following the discontinuation of Samsung's Galaxy Note 7 line, according to research conducted by KGI Securities analyst Ming-Chi Kuo. The two companies will mainly see orders increased by users looking for a smartphone with dual camera support, including Apple's iPhone 7 Plus and Huawei's upcoming Mate 9. While Kuo believes Apple will benefit ...
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2017 iPhone to Feature Glass Design With Stainless Steel Frame on High-End Models

Thursday September 29, 2016 7:44 am PDT by
KGI Securities analyst Ming-Chi Kuo has outlined further predictions for next year's iPhone lineup, claiming the popularity of Jet Black models will encourage Apple to return to glass casing for 2017 models, as the material tends to have a higher gloss finish than metal.While a glossy finish is possible for metal casing, we identify two prerequisites for the 2017 new iPhone to be competitive in...
apple iphone7

Jet Black iPhones Face Global Shortage as New Color Proves Difficult to Manufacture

Monday September 26, 2016 7:14 am PDT by
Apple's new Jet Black color is a popular choice among early iPhone 7 and iPhone 7 Plus adopters, but the new models face a global shortage as the new high-gloss finish has proven challenging for the company's manufacturers. Jet Black models suffer from a low casing production yield rate of 60-70%, meaning that 30-40% of units do not pass Apple's quality standards and must be retooled,...
iphone 7 plus dual camera

Dual Rear Camera Likely to Remain Exclusive to High-End iPhones in 2017

Friday September 9, 2016 3:43 pm PDT by
On the same day the iPhone 7 and 7 Plus became available for pre-order, KGI Securities analyst Ming-Chi Kuo has released a new research report outlining his expectations for a dual rear camera in next year's iPhone model. According to Kuo, cost considerations and a niche appeal for the dual camera, which is found only on the larger iPhone 7 Plus model this year, mean that the feature is likely ...
gloss black iphone sim tray

iPhone 7 to Include Five Colors, IPX7 Water Resistance, Dual 12MP Cameras on Plus Model

Saturday September 3, 2016 7:10 am PDT by
KGI Securities analyst Ming-Chi Kuo, who has a very solid track record when it comes to Apple product rumors, has released his most detailed research report yet ahead of Wednesday's iPhone 7 launch. The report recaps a number of claims previously shared by Kuo and others while also introducing several new tidbits about the device. Kuo notes that there are many upgrades and other changes with...
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Apple Planning 10.5" iPad Pro in 2017, 'Revolutionary' OLED iPad as Soon as 2018

Sunday August 14, 2016 10:57 pm PDT by
Noted analyst Ming-Chi Kuo has released a new research report outlining his expectations for the future of Apple's iPad lineup, predicting three new iPads ranging from 9.7 inches to 12.9 inches to be released in 2017. According to Kuo, Apple is aiming to introduce a new 10.5-inch iPad Pro model next year to go along with a 12.9-inch iPad Pro 2 and a "low-cost" 9.7-inch iPad model. Kuo makes...
apple watch ss

Upgraded Apple Watch 1 Models Said to Launch Alongside Apple Watch 2 Later This Year

Sunday August 7, 2016 9:01 pm PDT by
In addition to predicting an all-new Apple Watch 2 with a GPS, barometer, larger battery, and more, KGI Securities analyst Ming-Chi Kuo today claimed that upgraded first-generation Apple Watch models with faster TSMC-built processors and superior waterproofing will likely launch in the second half of 2016. Kuo said the upgraded Apple Watch 1 models will not have a GPS, barometer, or other...
Apple Watch trio

Faster Apple Watch 2 With GPS, Barometer, Larger Battery, and Same Thickness to Launch Later This Year

Sunday August 7, 2016 8:23 pm PDT by
KGI Securities analyst Ming-Chi Kuo issued a research note to investors today in which he predicts an all-new Apple Watch 2 will likely launch in the second half of 2016 with a faster TSMC-built processor, GPS, barometer, superior waterproofing, and a higher capacity battery. Kuo, well connected within the supply chain, believes the second-generation Apple Watch will retain the same screen...
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2016 MacBook Pro May Include OLED Display Touch Bar and Touch ID

Monday May 23, 2016 8:05 pm PDT by
Apple plans to introduce a revamped high-end MacBook Pro this year that'll include a thinner and lighter form factor, Touch ID and a new OLED display touch bar above the keyboard, according to a new report from KGI Securities analyst Ming-Chi Kuo. The new MacBook Pro would come in 13- and 15-inch variations and arrive in the fourth quarter of 2016. While long overlooked, the MacBook line is...
iphone 7 plus rear

Apple to Produce Single iPhone 7 Plus Model With Dual-Lens Camera and 3GB RAM

Wednesday May 11, 2016 8:57 am PDT by
Apple plans to produce a single iPhone 7 Plus that will ship with a dual-lens camera and 3GB of RAM to compensate for increased image processing demands, according to a new report from KGI Securities analyst Ming-Chi Kuo that walks back from past reports suggesting Apple would produce two iPhone 7 Plus models. Earlier rumors from Kuo indicated Apple was working on multiple versions of the...
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Decline in iPhone Shipments Could Make Apple Worst-Performing Top Five Smartphone Brand of 2016

Sunday April 24, 2016 4:55 am PDT by
Apple's global iPhone shipments will fall short of analysts' consensus estimates of 210 to 230 million units in the 2016 fiscal year, according to a new research note issued by respected KGI Securities analyst Ming-Chi Kuo. In a worst case scenario, iPhone shipments in 2016 are expected to reach just 190 million units, which is an 18% reduction in shipment growth and 3 million fewer iPhones than...
iPhone 4 back glass

Apple to Release iPhone With Glass Casing and AMOLED Screen in 2017

Sunday April 17, 2016 8:01 am PDT by
KGI Securities analyst Ming-Chi Kuo has issued a new report that again predicts Apple will switch to non-aluminum casing, with glass being the most likely candidate, for the majority of new iPhone models starting in 2017. If accurate, the design change would not apply to the iPhone 7 expected to launch this September. Specifically, Kuo believes that in order to differentiate iPhone from an...
applewatchbuiltinapps

Apple Watch 2 Expected to Focus on Internal Upgrades Rather Than External Changes, Launch in Late 2016

Monday April 11, 2016 5:09 am PDT by
Apple Watch shipments will decline more than 25 percent year-over-year in comparison to 2015, according to a new research note issued by KGI Securities analyst Ming-Chi Kuo. The wearable device sold an estimated 10.6 million units in eight months last year, but Kuo predicts that even with the launch of the Apple Watch 2, and a full twelve months of sales, the device's shipments will still come in ...
iPhone SE gaming

iPhone SE Sales Forecasted as 'Lackluster' Over First Weekend

Monday April 4, 2016 7:40 am PDT by
While it appears that Apple has elected not to share first weekend sales numbers for the iPhone SE, as it has done in the past for some flagship models, multiple analysts have forecasted that sales of the new 4-inch smartphone were "lackluster" during its first three to four days of availability. In a research note issued today, KGI Securities analyst Ming-Chi Kuo questioned last week's CNBC ...
iPhone 7 Plus dual cameras

Dual Camera Said to Be Exclusive to 5.5-Inch iPhone 7

Monday April 4, 2016 5:33 am PDT by
Dual cameras will be exclusive to Apple's next-generation 5.5-inch iPhone, according to a new research note issued by respected KGI Securities analyst Ming-Chi Kuo.New iPhone shipments to be capped by similar form factor as iPhone 6s & 6s Plus; top hardware upgrade is dual-camera (5.5-inch model only), though many competing models with dual-camera will launch soon, joining others already on the...
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New 4" iPhone With 12MP Camera Said to Cost $400-$500, iPhone 5s to Receive 50% Price Cut

Friday February 26, 2016 10:11 pm PST by
KGI Securities analyst Ming-Chi Kuo has issued a research note to investors, a copy of which was obtained by MacRumors, in which he claims Apple's next-generation 4-inch iPhone will feature a 12-megapixel rear-facing camera, as opposed to an 8-megapixel sensor as previously rumored. Kuo also reiterated that the new 4-inch iPhone will have other similar hardware specs as the iPhone 6s,...