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

Kuo: Apple to Launch Several Macs With Arm-Based Processors in 2021, USB4 Support Coming to Macs in 2022

Thursday March 26, 2020 8:19 pm PDT by Joe Rossignol
Apple plans to launch several Mac notebooks and desktop computers with its own custom designed Arm-based processors in 2021, analyst Ming-Chi Kuo said today in a research note obtained by MacRumors. Kuo believes that Arm-based processors will significantly enhance the competitive advantage of the Mac lineup, allow Apple to refresh its Mac models without relying on Intel's processor roadmap,...

Kuo: Sensor-Shift Image Stabilization Coming to 6.7-Inch iPhone in 2020, Periscope Lens to Follow in 2022

Monday March 23, 2020 4:14 am PDT by Joe Rossignol
Apple is rumored to be planning a high-end 6.7-inch iPhone model for release in 2020, and multiple reports have indicated that the device will feature multiple rear camera improvements, including larger sensors that capture more light for better image quality. The latest word comes from noted analyst Ming-Chi Kuo, who today said that the 6.7-inch iPhone will also feature sensor-shift image...

Kuo: MacBooks With Apple-Designed Processors Coming Late 2020 or Early 2021, All-New Design to Follow in Mid 2021

Wednesday March 11, 2020 10:39 pm PDT by Joe Rossignol
In addition to forecasting the launch of new MacBook Pro and MacBook Air models with scissor keyboards in the second quarter of 2020, analyst Ming-Chi Kuo believes that Apple has bigger ambitions for its notebook lineup. In a research note today, obtained by MacRumors, Kuo said Apple plans to launch MacBook models with its own custom processors in the fourth quarter of 2020 or the first...

Kuo: New MacBook Pro and MacBook Air Models With Scissor Keyboards to Launch in Second Quarter

Wednesday March 11, 2020 10:38 pm PDT by Joe Rossignol
Apple plans to release new MacBook Pro and MacBook Air models with scissor keyboards in the second quarter of 2020, according to a new research note today from analyst Ming-Chi Kuo, obtained by MacRumors. Kuo did not comment on the size of the new MacBook Pro, but he is possibly referring to the 14-inch model that he has previously mentioned given that the 16-inch MacBook Pro was only released ...

Apple Working on Six Mini-LED Products Including New 14.1-Inch MacBook Pro and Refreshed iMac Pro

Tuesday March 3, 2020 8:11 am PST by Juli Clover
Apple has six mini-LED products in the works that are set to debut in 2020 and 2021, and production is not expected to be delayed by the coronavirus, according to a new note to investors sent out this morning by Apple analyst Ming-Chi Kuo. Apple is developing a 12.9-inch iPad Pro, a 27-inch iMac Pro, a 14.1-inch MacBook Pro, a 16-inch ‌MacBook Pro‌, a 10.2.-inch iPad, and a 7.9-inch ‌iPad‌...

Kuo: iPhone Production Will Not Significantly Improve Until Second Quarter of 2020

Sunday March 1, 2020 2:21 pm PST by Frank McShan
Apple's iPhone production will not significantly improve until the second quarter of 2020, according to a research note from Apple analyst Ming-Chi Kuo obtained by MacRumors. In the past few weeks, Kuo has warned of delays and low labor return rates at Apple supplier factories in China. ‌iPhone‌ camera lens shipments from supplier Genius Electronic Optical reportedly fell significantly over...

Mac With Apple-Designed Arm Processor Coming in First Half of 2021

Monday February 24, 2020 8:18 am PST by Juli Clover
Apple's first Mac with a processor designed in house is set to be released during the first half of 2021, Apple analyst Ming Chi Kuo said in a note to investors this morning that was obtained by MacRumors. There are no other details provided about the new Mac that's in the works, but the detail confirms multiple past rumors that have suggested Apple is working on custom Arm-based processors...

Luxshare Precision to Assemble Apple Watch Series 6 and Older iPhones

Wednesday February 19, 2020 9:52 am PST by Juli Clover
Luxshare Precision, one of Apple's suppliers for devices like AirPods and Apple Watch, is going to be taking on more responsibility in the coming months as it prepares to begin assembling Apple's iPhones. In a note to investors, Apple analyst Ming-Chi Kuo this afternoon shared details on what Luxshare Precision will be working on this year. The supplier is expected to enter the iPhone...

Kuo: Supply Chain to Ramp Up for Apple's Ultra Wideband Tags in Second to Third Quarter of 2020

Tuesday February 18, 2020 5:28 am PST by Joe Rossignol
Shanghai-based manufacturing company Universal Scientific Industrial will begin supplying the system-in-package for Apple's upcoming Ultra Wideband item tracking tags in the second to third quarter of 2020, with shipments to reach tens of millions of units by the end of the year, according to analyst Ming-Chi Kuo. In a research note with TF International Securities, obtained by MacRumors, Kuo...

Kuo: iPhone SE 2 Launch Still Planned for First Half of 2020 Despite Coronavirus Outbreak

Monday February 17, 2020 6:52 am PST by Eric Slivka
We've been hearing for some time that Apple is planning to launch a new low-cost iPhone based on the iPhone 8, but with upgraded internals. This device has been referred to in rumors as the "iPhone SE 2" or "iPhone 9," although concerns over the impact of the Wuhan coronavirus on production have raised some questions about timing for the launch. In a new research note seen by MacRumors,...

Kuo Warns of Delays and Low Labor Return Rates at Apple Supplier Factories in China Due to Coronavirus [Updated]

Sunday February 9, 2020 12:20 pm PST by Juli Clover
Apple analyst Ming-Chi Kuo today sent out a note to investors warning them to pay close attention to the epidemic changes of the coronavirus outbreak in China as it is impacting Foxconn, Pegatron, and other Apple suppliers. In the note, Kuo outlines the status of several major Apple suppliers as workers prepare to return to factories to resume production on Apple products. Foxconn's...

Ming-Chi Kuo Says Coronavirus Outbreak Impacting iPhone Supply, Lowers Shipment Forecast

Sunday February 2, 2020 8:32 am PST by Joe Rossignol
Apple analyst Ming-Chi Kuo has lowered his iPhone shipment forecast by 10 percent to 36-40 million units in the first quarter of 2020, noting that the Wuhan coronavirus outbreak is affecting iPhone supply in China. For example, multiple reports have indicated that assembly of the rumored "iPhone 9" or "iPhone SE 2" could be disrupted. The lower-cost device, expected to be a revamped version of ...

Kuo: 2021 iPhone With Touch ID Power Button to Feature LCD Display

Wednesday January 29, 2020 9:11 am PST by Joe Rossignol
Apple plans to release an iPhone with a Touch ID power button on the side of the device in the first half of 2021, according to analyst Ming-Chi Kuo. In a research note with TF International Securities, obtained by MacRumors, Kuo has now revealed that the iPhone will feature an LCD display, further suggesting that it will be a lower-cost model. Last month, Kuo claimed the device will lack Face ...

Kuo: Apple to Launch AirTags, Small Charging Mat, New iPads and Macs, High-End Headphones, and More in First Half of 2020

Wednesday January 29, 2020 7:12 am PST by Joe Rossignol
Apple plans to release several new products in the first half of 2020, including Ultra Wideband tags, high-end wireless headphones, a 4.7-inch iPhone, refreshed iPad Pro models, and refreshed MacBook Pro and/or MacBook Air models, according to the latest forecast from well-known Apple analyst Ming-Chi Kuo. MacRumors uncovered evidence of a hidden "Items" tab in iOS 13 for "AirTags" "We...

Kuo: All 5G iPhones on Track to Launch in Fall 2020, Including Both Sub-6GHz and mmWave Models

Sunday January 12, 2020 7:11 pm PST by Joe Rossignol
Last month, reputable Apple analyst Ming-Chi Kuo said he expected four 5G-enabled iPhones to launch in the second half of 2020, including models with both sub-6GHz and mmWave support depending on the region. Kuo said iPhone models with mmWave would be available in five markets, including the United States, Canada, Japan, Korea, and the United Kingdom, adding that Apple may disable 5G...

Kuo: AirPods Pro, Apple Watch Series 6, and iPod Touch Getting New Suppliers in 2020

Thursday January 2, 2020 4:43 am PST by Joe Rossignol
Apple will be making several changes to the suppliers of its products in 2020, according to reputable analyst Ming-Chi Kuo. For starters, Kuo expects Chinese company Goertek to begin assembly of AirPods Pro in the first half of the year. The addition of a second supplier alongside Luxshare Precision should help improve supply of the popular earphones, which continue to face multi-week...

Kuo: High-End Smartphones in 2020 to Feature Longer Optical Zoom, Including 10x on Huawei's P40 Pro

Friday December 20, 2019 5:25 am PST by Joe Rossignol
Optical zoom will be a key upgrade to high-end smartphones in 2020, according to the latest prediction from noted analyst Ming-Chi Kuo. In a research note with TF International Securities, obtained by MacRumors, Kuo said the rear camera on Huawei's upcoming P40 Pro will feature a redesigned periscope telephoto lens and become the world's first smartphone with 10x optical zoom. The device is...

Kuo: Next Year's 5G iPhones With Redesigned Metal Frame Won't Have Major Price Increase

Wednesday December 11, 2019 8:46 am PST by Joe Rossignol
Apple is rumored to launch four 5G-enabled iPhones in fall 2020, and while 5G-related components could raise the production costs of the devices by $30 to $100 depending on the model, analyst Ming-Chi Kuo believes Apple will not significantly increase the price of 5G iPhones compared to this year's lineup. iPhone 11 Pro and iPhone 11 Pro Max models start at $999 and $1,099 respectively in the...

Kuo: Apple to Launch Five iPhones in 2020, Including 5.4-Inch, Two 6.1-Inch, and 6.7-Inch Models With 5G

Thursday December 5, 2019 7:19 am PST by Joe Rossignol
Apple plans to release five new iPhone models in 2020, according to the latest prediction from analyst Ming-Chi Kuo. In a research note with TF International Securities, obtained by MacRumors, Kuo outlined his expectations for a so-called iPhone SE 2 with a 4.7-inch LCD display in the first half of 2020, followed by a higher-end all-OLED lineup consisting of 5.4-inch, two 6.1-inch, and...

Kuo: Apple to Launch 'Completely Wireless' iPhone Without Lightning Connector and 'iPhone SE 2 Plus' With Touch ID Power Button in 2021

Thursday December 5, 2019 7:11 am PST by Joe Rossignol
Apple plans to launch a high-end iPhone without a Lightning connector in the second half of 2021, according to a new prediction from analyst Ming-Chi Kuo. The device will supposedly offer a "completely wireless experience," suggesting that Apple is not switching to USB-C, but rather dropping the port entirely. An excerpt from Kuo's research note with TF International Securities, obtained by...