KGI Securities

KGI Securities analyst Ming-Chi Kuo has issued a research note obtained by MacRumors that predicts two 5.5-inch versions of the "iPhone 7 Plus" are in development, one with a single iSight rear-facing camera and another boasting a dual-camera design. The rumored iPhone 7 Plus model with a dual-lens camera system would take advantage of imaging algorithms that Apple acquired through its purchase...

KGI Securities analyst Ming-Chi Kuo has issued a research note obtained by MacRumors that predicts the iPad Air 3 will be released in the first half of 2016 and is unlikely to adopt 3D Touch because of production issues within Apple's supply chain. Kuo also believes the iPhone 7's pressure-sensitive 3D Touch display will have "similar technology and structure" as the iPhone 6s. The report...

KGI Securities analyst Ming-Chi Kuo has issued a research note corroborating rumors that Apple will release a new 4-inch iPhone next year, which he believes will resemble an upgraded iPhone 5s and launch in early 2016. While new model may not generate huge sales, Apple still has good reasons to launch. These are: (1) still-existing demand for 4-inch smartphones. We estimate 15-17mn 4-inch...

Apple is unlikely to adopt AMOLED displays for next-generation iPhones in the foreseeable future, according to often-reliable KGI Securities analyst Ming-Chi Kuo. The analyst believes Apple will continue using TFT-LCD display technology for at least the next three years -- and likely beyond. Kuo claims that Apple supplier Hon Hai Precision Industry, better known as Foxconn, is preparing to...

KGI Securities analyst Ming-Chi Kuo has released a new research report outlining his expectations for Apple's 2016 iPhone launches, including several interesting tidbits about the upcoming devices. First, Kuo believes Apple still has a new 4-inch iPhone in the works that "resembles an upgraded iPhone 5s". The device is said to be targeted for launch in the first half of next year and will come ...

KGI Securities analyst Ming-Chi Kuo has released shipments forecasts for the iPhone, iPad, Mac and Apple Watch for upcoming fiscal quarters. Kuo estimates between 70-75 million iPhone and 3.5-4 million Apple Watch shipments during Q1 2016 of the fiscal year, which encompasses the busy holiday shopping season in the U.S., Australia, Canada, Europe and many other regions. In a research note, a ...

KGI Securities analyst Ming-Chi Kuo has issued a note to investors that claims the iPhone 6s Plus is facing supply shortages amid pre-orders due to backlight module production issues at Japanese supplier Minebea. Kuo says that Apple is looking to resolve the problem by transferring backlight module orders to alternative supplier Radiant. The supplier will see its orders increase by 70-80% to...

KGI Securities analyst Ming-Chi Kuo has issued a new report that suggests next year's "iPhone 7" could be Apple's thinnest smartphone yet, with a thickness of somewhere between 6.0mm and 6.5mm, which Kuo mentions is a near similar measurement of the current iPod touch's 6.1mm. As a comparison, the current model of the iPhone 6 and iPhone 6 Plus are 6.9mm and 7.1mm thick, respectively. The...

KGI Securities analyst Ming-Chi Kuo has issued a note to investors that claims the so-called "iPhone 6s" will be offered in 16GB, 64GB and 128GB storage capacities, the same sizes available for the iPhone 6 and iPhone 6 Plus. Kuo also claims the iPhone 6s will have an improved front-facing FaceTime camera with a 5-megapixel sensor, and reaffirms three much-rumored features: Force Touch, a new r...

Despite the immense popularity of the iPhone 6 and iPhone 6 Plus, a recent KGI prediction estimates that Apple may sell somewhere between 65 and 75 million of the so-called "iPhone 6s" and "iPhone 6s Plus" in Q4 2015, pointing towards a strong possibility of zero or negative growth year-over-year for the smartphone line. According to Apple Daily [Google Translate] (via GforGames), the report...

KGI Securities analyst Ming-Chi Kuo today provided more information on the launch of the next series of iPhones, the so-called "iPhone 6s" and "iPhone 6s Plus," noting that mass production on the smartphone line will begin in late August, according to Taiwan's Central News Agency [Google Translate] (via GforGames). The production ramp-up will reportedly come roughly 1-2 weeks later than...

Apple's iMac line is set to receive a significant boost this quarter in the form of a refresh including new processors and improved display quality, according to KGI Securities analyst Ming-Chi Kuo. Display improvements are said to arrive in the form of greater color saturation, but Kuo makes no mention of whether Apple is planning to extend Retina display options to the smaller 21.5-inch iMac...

In a new research note outlining his predictions for Apple's recently completed financial quarter and beyond, KGI Securities analyst Ming-Chi Kuo shares his thinking about some of Apple's upcoming product plans that will provide sales momentum in the latter portion of the year. - Apple Watch: Kuo remains conservative about the Apple Watch, pegging Apple's second quarter shipments at roughly...

KGI Securities analyst Ming-Chi Kuo has issued a note to investors, a copy of which was obtained by Japanese blog Mac Otakara, in which he corroborates rumors that the next-generation iPhone will adopt 7000 Series aluminum as used in the Apple Watch Sport. Kuo also claimed that Apple will retain the same design as the iPhone 6, although the smartphone may have slightly different dimensions....

KGI Securities analyst Ming-Chi Kuo, who has a respectable track record at reporting on Apple's upcoming product plans, has issued a research note to clients that claims Apple will announce its next iPhones in August ahead of a September launch. Apple has never unveiled an iPhone in August, having introduced early iPhone models at or around WWDC in June, the iPhone 4s in October 2011 and all...

KGI Securities analyst Ming-Chi Kuo issued a note to investors today that claims Apple Watch demand may be slowing down, resulting in shipment forecasts being revised down by 20% to 30% to 5-6 million units in the third quarter. Kuo expects total Apple Watch shipments to fall within the 15 million range for the 2015 fiscal year, lower than the consensus of 20-30 million units, but remains...

KGI Securities analyst Ming-Chi Kuo, who has a respectable track record at reporting on Apple's upcoming product plans, issued a note to investors today that offers eleven predictions for the next-generation iPhone in 2015. Kuo expects the new 4.7-inch and 5.5-inch iPhones to enter mass production in mid-to-late August, and does not believe that a new 4-inch iPhone model will be released in 2015. ...

KGI Securities analyst Ming-Chi Kuo issued a note to investors on Wednesday, a copy of which was obtained by MacRumors, reiterating that Apple is unlikely to launch a new 4-inch iPhone this year. Kuo, who has a respectable track record at reporting on Apple's upcoming product plans, added that Apple will instead likely release a new 4-inch iPhone with Apple Pay compatibility in 2016."iPhone 5S...

Earlier this month, a report indicated that Samsung would produce the A9 chip for the next-generation iPhone. Now, KGI Securities analyst Ming-Chi Kuo, a reliable source on Apple's future plans, says that he expects Taiwan Semiconductor Manufacturing Company (TSMC) to supply 30% of the chip orders for the next-generation iPhone. This is the latest turn in what has become a back-and-forth affair...

KGI Securities analyst Ming-Chi Kuo, who has a respectable track record at reporting on Apple, has issued a new note to investors estimating that global pre-orders for Apple Watch has exceeded 2.3 million units. Previously, a study from Slice Intelligence estimated that there were 1 million Apple Watch pre-orders in the United States. We estimate production of Apple Watch around 2.3mn units...