Ming-Chi Kuo

By MacRumors Staff
Ming-Chi Kuo is an analyst at TF International Securities, a financial services group in the Asia-Pacific region. He gathers intelligence from his contacts in Apple's Asian supply chain, translating the information he gleans into research notes for clients.

His research notes often provide a solid look at Apple's future plans and while he is not always correct, his predictions on future Apple products are accurate enough to make him one of the most reliable sources for Apple rumors. Kuo previously worked for KGI Securities, Concord Securities, and DigiTimes.

Ming-Chi Kuo Articles

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Kuo: Apple's First AR Headset to Launch in Second Quarter of 2022

Monday June 7, 2021 10:16 pm PDT by
Apple is aiming to debut its first augmented reality (AR) headset in the second quarter of 2022, according to a new research note from analyst Ming-Chi Kuo seen by MacRumors. Headset mockup based on a source with direct knowledge of the device (The Information) The research report focuses on prospects for key Apple supplier Genius Electronic Optical, and notes that the company will benefit...
Apple 5G Modem Feature

Kuo: Apple-Designed 5G Modem May Debut in iPhones as Early as 2023

Sunday May 9, 2021 10:02 pm PDT by
Apple plans to adopt its own custom-designed 5G baseband chip starting with the 2023 iPhones, meaning it'll no longer need to rely on Qualcomm to supply the 5G cellular modem for the iPhone, Apple analyst Ming-Chi Kuo said today in an investors note obtained by MacRumors. According to Kuo, Apple plans to include its own custom-designed 5G baseband chip starting with the launch of the 2023...
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Kuo: iPad Mini 6 Delayed Until Second Half of 2021

Monday May 3, 2021 3:32 am PDT by
According to reliable supply chain analyst Ming-Chi Kuo, Apple plans to release the sixth-generation iPad mini in the second half of this year, indicating an even more delayed launch for the small form-factor iPad. In a note related to the launch of an 8-inch foldable iPhone in 2023, Kuo said that recent global changes have helped grow ‌iPad‌ sales and the newly released 11 and 12.9-inch iPad...
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Kuo: Apple Still on Track to Release Mixed Reality Headset Next Year

Friday April 23, 2021 5:53 am PDT by
Apple analyst Ming-Chi Kuo had previously stated that Apple's mixed reality headset would debut in the middle of next year, and in a new note today obtained by MacRumors, the highly-respected analyst is once again doubling down that Apple plans to showcase its mixed reality headset in 2022. The information we know on Apple's headset is somewhat scarce, but according to one report, the...
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Kuo: iPhone 13 5G mmWave Models to Be Available in More Countries

Monday April 19, 2021 12:07 am PDT by
Apple is planning to increase the availability of 5G mmWave capable iPhone models to more countries around the world with the release of the iPhone 13 later this year, offering even more customers access to the faster and newer technology, according to Apple analyst Ming-Chi Kuo. In a research note obtained by MacRumors, Kuo says that infrastructure for mmWave technology will increase...
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Kuo: Next Year's iPhone Lineup Won't Include a Mini Model

Wednesday April 14, 2021 6:13 am PDT by
Fans of smaller smartphones long hoped that Apple would introduce a smaller-sized iPhone with a modern design and features like Face ID. That wish came true with the iPhone 12 mini last year, and rumors suggest there will be an iPhone 13 mini this year as well, but the end of the line may be on the horizon for the 5.4-inch model. In a research note shared with MacRumors today, reputable...
Beyond iPhone 13 Better Blue Face ID

Kuo: Apple to Adopt Under Display Face ID Starting With 2023 iPhones

Wednesday April 14, 2021 12:21 am PDT by
Apple plans to include an under-display Face ID system starting with its 2023 iPhones, removing the need to house the facial recognition system in a notch, according to well-respected analyst Ming-Chi Kuo. In an investors note obtained by MacRumors, Kuo says that the under-display Face ID system will debut alongside a new periscope telephoto lens in 2023. Kuo had previously stated that...
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Kuo: 2022 iPhones to Feature 48-Megapixel Camera, 8K Video, and 6.1 and 6.7" Sizes With No 5.4" Mini Option

Tuesday April 13, 2021 10:45 pm PDT by
The upcoming 2022 iPhone lineup will feature two 6.1-inch devices and two 6.7-inch devices, with no mini-sized 5.4-inch ‌iPhone‌, well-respected Apple analyst Ming-Chi Kuo said in a note to investors that was seen by MacRumors. Two of the iPhones will be high-end models and two of the iPhones will be lower-end models, similar to the current iPhone 12 lineup. Apple introduced the 5.4-inch ‌iPh...
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Kuo: iPhone 13 Lineup to Feature Nearly Identical Wide Camera Lens as iPhone 12

Wednesday March 31, 2021 1:33 am PDT by
According to credible Apple analyst Ming-Chi Kuo, the iPhone 13 lineup, slated for launch in the second half of the year, will feature the same wide-angle lens as the current iPhone 12 series, offering no tangible improvements to one of the three lenses on the upcoming iPhone. In an investors note obtained by MacRumors, focused mainly on developments and changes within Apple's supply chain,...
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Kuo: Apple Aiming to Keep Mixed Reality Headset's Weight Under 150 Grams

Monday March 22, 2021 8:34 pm PDT by
Apple is planning to adopt a hybrid Fresnel lens design for its mixed reality headset, a move that will improve optical performance while allowing for a broad field of view and keeping the headset's weight under 150 grams (a third of a pound), according to a new report from analyst Ming-Chi Kuo seen by MacRumors. Kuo notes that most virtual reality headsets use Fresnel lenses, first invented ...
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Kuo: Apple's Mixed Reality Headset to Feature Eye Tracking System, Iris Recognition a Possibility

Thursday March 18, 2021 8:06 pm PDT by
Apple's upcoming mixed reality headset will be equipped with an advanced eye tracking system, Apple analyst Ming-Chi Kuo said this evening in a note to investors that was seen by MacRumors. The eye tracking system will feature a transmitter and receiver that can detect and analyze eye movement information, providing users with images and information based on algorithms.Apple's eye tracking...
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Kuo: MacBook Air With Mini-LED Display Still on Track for 2022 Launch

Thursday March 18, 2021 2:33 am PDT by
Apple's first entry-level Mac to feature mini-LED display technology will be a new MacBook Air due to launch next year, according to TFI Securities analyst Ming-Chi Kuo. From his latest investors note, obtained by MacRumors: We expect that the new ‌MacBook Air‌ will adopt a mini LED in 2022, increasing MacBook's mini LED adoption rate. In contrast, only high-end iPad models will use mini...
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Kuo: iPad Air to Adopt OLED in 2022, Mini-LED to Remain Exclusive to iPad Pro Models

Thursday March 18, 2021 1:59 am PDT by
Apple will transition the iPad Air to OLED displays in the second half of next year, while mini-LED display technology will remain exclusive to upcoming higher-end iPad Pro models, according to a new report from Apple analyst Ming-Chi Kuo. Apple is expected to be just weeks away from launching a mini-LED ‌iPad Pro‌, the first Apple device to feature the newer technology. In Kuo's latest...
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Kuo: Mini-LED 12.9-inch iPad Pro to Enter Mass Production in 'Mid-to-Late April'

Thursday March 18, 2021 1:38 am PDT by
Apple's new 12.9-inch mini-LED iPad Pro will enter mass production in the second half of April, according to a new note by Apple analyst Ming-Chi Kuo. The prediction adds further credence to a Bloomberg report just yesterday that said next month would be the earliest time we should expect the new models to appear. In an investors note obtained by MacRumors, Kuo says that mass production for...
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Kuo: Apple May Release Augmented Reality Contact Lenses in 2030s

Sunday March 7, 2021 8:34 am PST by
In a research note shared with MacRumors, analyst Ming-Chi Kuo today predicted that Apple will release augmented reality "contact lenses" in the 2030s. Kuo said the lenses will bring electronics from the era of "visible computing" to "invisible computing." Mojo Vision smart contact lens Kuo said the lenses are "unlikely to have independent computing power and storage," suggesting that they...
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Kuo: Apple to Launch Mixed Reality Headset in Mid 2022 and Augmented Reality Glasses by 2025

Sunday March 7, 2021 7:27 am PST by
Apple plans to release its long-rumored mixed reality headset "in mid-2022," followed by augmented reality glasses by 2025, well-regarded analyst Ming-Chi Kuo said today in a research note with TF International Securities, obtained by MacRumors. "We predict that Apple's MR/AR product roadmap includes three phases: helmet type by 2022, glasses type by 2025, and contact lens type by...
Apple Prefer Lightning Over USB C Feature

iPhone Sticking With Lightning Port Over USB-C for 'Foreseeable Future'

Tuesday March 2, 2021 8:32 am PST by
Apple will retain the Lightning connector on the iPhone for the "foreseeable future," with no intention of switching to USB-C, according to reliable analyst Ming-Chi Kuo. In spite of much of the industry moving toward USB-C, Apple will not be using it to replace the Lightning connector on the iPhone 13, or indeed on any ‌iPhone‌ model for the time being. In a note seen by MacRumors...
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Kuo: Apple Could Launch Foldable iPhone With 7.5–8 Inch Display in 2023

Monday March 1, 2021 7:11 am PST by
In a wide-ranging research note today outlining a roadmap for the iPhone lineup, analyst Ming-Chi Kuo shared a tidbit on Apple's foldable ‌iPhone‌ plans, indicating that the company could launch a device with a 7.5–8 inch display in 2023. A 2023 launch would be dependent on Apple being able to solve "key technology and mass production issues" this year. He says the product has "not yet...
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Kuo: Some 2022 iPhones to Abandon Notch in Favor of 'Punch-Hole' Display

Monday March 1, 2021 7:05 am PST by
At least some 2022 iPhone models will abandon the notch and switch to a "punch-hole display design" instead, similar to Samsung's recent high-end Galaxy smartphones, analyst Ming-Chi Kuo said today in a research note obtained by MacRumors. Kuo said the hole-punch display design will be adopted by high-end 2022 iPhones at a minimum, and if production yields are good enough, all 2022 iPhone...
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Kuo: Next iPhone SE Coming in Early 2022 With 5G and Processor Upgrades

Monday March 1, 2021 6:59 am PST by
The next-generation version of the iPhone SE won't appear until the first half of 2022, according to a new research note from analyst Ming-Chi Kuo. Early rumors had indicated that a third-generation ‌iPhone SE‌ could appear in the first half of 2021, but later rumors suggested it wouldn't appear until at least the second half of the year if not early in 2022. There have been rumors of a...