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 Increasing iPhone 14 Pro Production Due to Strong Demand

Monday September 19, 2022 8:30 am PDT by
Apple has advised manufacturing partner Foxconn to increase production of iPhone 14 Pro models due to strong demand for the devices, according to analyst Ming-Chi Kuo. "Due to strong demand for the iPhone 14 Pro models, my latest survey indicates that Apple has asked Hon Hai to switch the production lines of the iPhone 14 to the iPhone 14 Pro models," said Kuo in a tweet today. Foxconn is...
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Kuo: iPhone 14 Plus Pre-Orders Worse Than iPhone 13 Mini, Product Strategy 'Fails'

Monday September 12, 2022 4:27 am PDT by
The iPhone 14 and ‌iPhone 14‌ Plus have seen "bad" pre-order results, indicating that Apple's positioning of the two new standard models may have failed, according to Apple analyst Ming-Chi Kuo. In his -14-first-weekend-online-pre-order-survey-110411040b5d">latest post on Medium, Kuo explained that the iPhone 14 Pro and ‌iPhone 14 Pro‌ Max have seen "neutral" and "good" pre-order results...
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Kuo: Apple to Further Separate Devices in iPhone 15 Lineup With Different Features

Thursday September 8, 2022 11:06 pm PDT by
Apple will further differentiate its "Pro" and non-"Pro" iPhone models with next year's iPhone 15 and ‌iPhone 15‌ Pro, according to insightful Apple analyst Ming-Chi Kuo. In a series of tweets earlier today, Kuo said that further differentiating the ‌iPhone‌ lineup would increase sales of the "Pro" models. To this end, Kuo said that "Apple will also start creating differentiation between the ‌...
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Kuo: Next 14-Inch and 16-Inch MacBook Pro Will Have Limited New Features

Wednesday September 7, 2022 8:12 am PDT by
Apple's next-generation 14-inch and 16-inch MacBook Pro models will feature new chips, but few other changes, according to analyst Ming-Chi Kuo. In a post on Medium today, Kuo said Apple has lowered its fourth quarter shipment forecast for the new MacBook Pro models by 20% to 30% before mass production of the notebooks begins due to lower than expected demand. Kuo said signs of a recession...
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Kuo: iPhone 14 Pro Models to Gain New Ultra Wide Camera With Better Low-Light Sensitivity

Tuesday August 30, 2022 2:40 am PDT by
The Pro models in Apple's soon-to-be-announced iPhone 14 series will feature a new Ultra Wide camera with a larger sensor for better low light sensitivity, but the technology will come at a significant cost increase, predicts respected analyst Ming-Chi Kuo. In his latest tweet, Kuo says that the two iPhone 14 Pro models will have an Ultra Wide sensor with larger 1.4µm pixels compared to the ...
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Kuo: Apple Has Completed Hardware Tests for iPhone 14 Satellite Connectivity, But Launch Depends on Partners

Monday August 29, 2022 9:05 am PDT by
Apple is indeed working on satellite connectivity for the iPhone 14 and completed hardware tests for the feature ahead of mass production, according to Apple analyst Ming-Chi Kuo. Kuo says that Apple has the hardware support for satellite connectivity, but whether the ‌iPhone 14‌ will support satellite communications depends on "whether Apple and operators can settle the business model." The ...
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Kuo: New MacBook Pro and iPad Pro Models to Enter Mass Production This Year

Friday August 26, 2022 9:32 am PDT by
Apple suppliers will begin mass production of new 14-inch MacBook Pro, 16-inch MacBook Pro, and iPad Pro models in the fourth quarter of 2022, and all of the devices will likely remain equipped with 5nm chips, according to Apple analyst Ming-Chi Kuo. In a pair of tweets, Kuo said Apple's chipmaking partner TSMC will not begin shipping 3nm chips until January 2023, and therefore he expects...
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Kuo: New 14-Inch and 16-Inch MacBook Pro to Enter Production This Year and Might Still Have 5nm Chips

Monday August 22, 2022 9:01 am PDT by
Next-generation 14-inch and 16-inch MacBook Pro models will enter mass production in the fourth quarter of 2022, according to Apple analyst Ming-Chi Kuo. In a tweet, Kuo said that given TSMC's guidance indicated that revenue from 3nm chip production will not begin until 2023, the new 14-inch and 16-inch MacBook Pro models may still have chips based on TSMC's latest 5nm process. New 14" ...
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iPad Production Could Be Hit by Power Outages Before Launch of New Models

Monday August 15, 2022 6:48 am PDT by
iPad assembly plants in China may be impacted by power outages ahead of the launch of new models in the fall, according to Apple analyst Ming-Chi Kuo. In a tweet earlier today, Kuo commented on the effects of power outages in China's southwestern Sichuan province caused by industrial electricity rationing amid a severe heatwave. Kuo said that the temporary power outage may affect ‌iPad‌...
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Kuo: Apple to Increase Prices of iPhone 14 Pro Models

Wednesday August 10, 2022 8:22 am PDT by
Apple plans to increase the prices of iPhone 14 Pro models compared to iPhone 13 Pro models, according to analyst Ming-Chi Kuo. Kuo did not reveal exact pricing for the iPhone 14 Pro models. However, in a tweet today, he estimated that the average selling price of the iPhone 14 lineup as a whole will increase by about 15% compared to the iPhone 13 lineup. In the United States, the iPhone...
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Kuo: AirPods Pro 2 May Have Lightning Charging Case, USB-C Coming in 2023

Tuesday August 9, 2022 6:37 am PDT by
Apple's second-generation AirPods Pro may still have a Lightning charging case, according to analyst Ming-Chi Kuo. In a tweet today, Kuo predicted that Apple will switch to a USB-C charging case for all AirPods models in 2023. AirPods charging case modded with a USB-C port by Ken Pillonel Kuo said the new AirPods Pro will be released later this year. Several new features have been rumored for ...
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Apple Expecting to Ship 1.5 Million Units of $2,000+ AR/VR Headset in 2023

Sunday August 7, 2022 10:26 pm PDT by
Apple plans to ship approximately 1.5 million units of its upcoming AR/VR headset in 2023, according to reliable Apple analyst Ming-Chi Kuo. In a research note, Kuo reiterated that Apple plans to announce its long-rumored mixed-reality headset during an event in January 2023. The company's first AR/VR headset is expected to cost upwards of $2,000, making it a niche product. As a result, Kuo...
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Kuo: iPhone 14 Facing Quality Control Issues Over Rear Camera Lens Cracking, But No Disruptions Expected for Launch

Wednesday July 27, 2022 12:50 am PDT by
Apple is facing quality control issues with the rear iPhone 14 camera lens, causing some lenses to crack due to a coating, Apple analyst Ming-Chi Kuo said today on Twitter. The issue has resulted in Apple reallocating iPhone 14 camera orders to a different supplier, helping mitigate the impact on device shipments later this fall. iPhone 14 Pro renders created by Ian Zelbo for Jon Prosser Kuo...
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Apple Continues to Diversify Suppliers Ahead of iPhone 14 Launch

Friday July 22, 2022 3:04 am PDT by
Apple has added to its list of suppliers for the iPhone 14 series in a bid to avoid potential supply chain shortages when mass production of the devices begins, according to analyst Ming-Chi Kuo. In a series of tweets, Kuo said components from SG Micro have passed quality certification for the high-end iPhone 14 models, meaning the Chinese company has been greenlighted to supply components...
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Kuo: iPhone 14 Supply Issues Should Have Limited Impact on Mass Production

Tuesday July 19, 2022 7:43 am PDT by
While some iPhone 14 components are facing supply chain issues, Apple analyst Ming-Chi Kuo believes the issues will have a limited impact on upcoming mass production of iPhone 14 models, which are expected to be announced in September. In a tweet, Kuo said other suppliers can help to make up for component shortages. For example, Kuo said Samsung Display and BOE can largely fill the initial...
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Kuo: Periscope Lens to Be Exclusive to iPhone 15 Pro Max in 2023

Thursday July 14, 2022 2:27 am PDT by
The iPhone 15 Pro Max will be the sole Apple smartphone of 2023 to get a periscope camera lens and benefit from greatly enhanced optical zoom, according to analyst Ming-Chi Kuo. Rumors about the iPhone getting a periscope lens have been circulating since early 2020, when Kuo first mentioned the possibility. The analyst initially said that a periscope lens would be an iPhone 14 Pro feature,...
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Kuo: Second-Generation Apple AR/VR Headset to Launch in 2025, Could Include More Affordable Option

Sunday July 10, 2022 9:05 pm PDT by
Apple plans to launch its second-generation AR/VR headset in the first half of 2025, likely featuring a more high-end configuration and a new affordable option, Apple analyst Ming-Chi Kuo said today. Writing in his Medium blog, Kuo said the following: The second-generation Apple AR/VR may have high-end and more-affordable models, which will launch in 1H25, and component suppliers will...
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Latest iPhone Chips to Remain Exclusive to Pro Models for iPhone 15 and Beyond

Wednesday July 6, 2022 3:12 am PDT by
Apple is expected to make its latest A16 processor exclusive to the Pro models in the iPhone 14 lineup, and that diversification strategy is set to become an annual trend in future iPhone series, according to a new report from analyst Ming-Chi Kuo. Earlier this year, Kuo said only the iPhone 14 Pro models will feature an A16 chip, with the standard ‌iPhone 14‌ and ‌iPhone 14‌ Max models to...
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Kuo: Apple's Work on 5G Modem Chip 'Failed,' Qualcomm to Remain Supplier for 2023 iPhones

Tuesday June 28, 2022 9:06 am PDT by
For the last several years, Apple has been working to develop its own 5G modem chip so that it won't need to rely on Qualcomm as a supplier, but according to Apple analyst Ming-Chi Kuo, Apple's efforts "may have failed." Kuo says that his "latest survey" suggests that development on the chip has stalled, which means Qualcomm would remain the exclusive supplier for 5G chips for the 2023 iPhone...
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Apple Rumored to Announce 'Game-Changer' AR/VR Headset in January 2023

Friday June 24, 2022 2:52 am PDT by
Apple is "likely" to announce its long-rumored mixed-reality headset as soon as January 2023, Apple analyst Ming-Chi Kuo has reiterated. Concept render based on purported leaked information by Ian Zelbo In a detailed post on Medium, Kuo explained that Apple's headset will be a "game-changer" for the augmented-reality and virtual-reality market. Describing some of the headset's...