Ming-Chi Kuo
By MacRumors Staff
Ming-Chi Kuo Articles

Kuo: Apple Has Opportunity With iPhone XR in China as Chinese Rivals Face 'Lower Than Expected' Demand
In a research note obtained by MacRumors, Apple analyst Ming-Chi Kuo said cumulative smartphone shipments from four major brands on the Chinese market, including Huawei, Oppo, Vivo, and Xiaomi, declined 10 percent on a year-over-year basis during China's Golden Week, a national holiday and major sales period.
iPhone XR in (PRODUCT)RED
Kuo, writing on behalf of research firm TF International...
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Kuo: iPhone XS Max Significantly Outselling iPhone XS, 256GB Most Popular, 512GB Subject to Serious Shortage
In a research note obtained by MacRumors today, Apple analyst Ming-Chi Kuo has provided launch-weekend takeaways for the iPhone XS, iPhone XS Max, and Apple Watch Series 4, all of which went on sale Friday.
Kuo says that iPhone XS Max demand is "better than expected," with the 6.5-inch model outselling the iPhone XS by three to four times. He says the 256GB storage option is most popular,...

Kuo: Apple Watch Series 4 Pre-Orders Above Expectations, iPhone XS Seeing Lackluster Demand
Apple analyst Ming-Chi Kuo has issued a research note today, obtained by MacRumors, outlining his opinions about first-weekend pre-orders for the iPhone XS, iPhone XS Max, and Apple Watch Series 4.
Kuo says Apple Watch Series 4 pre-orders have been "better than expected," as a result of new innovative functions, such as electrocardiogram support. He predicts Apple Watch shipments will reach...

Kuo: 2019 iPhones Unlikely to Feature Time-of-Flight 3D Sensor in Rear Camera
Looking ahead to next year, Ming-Chi Kuo believes that contrary to some analysts' expectations, Apple is unlikely to integrate a time-of-flight (ToF) depth sensing system in the rear camera of its 2019 iPhones.
Reports of Apple including rear-facing 3D sensing capabilities in its 2019 iPhone lineup first began appearing last year. At the time, Apple was said to be evaluating a ToF approach,...

Kuo: USB-C on 2018 iPad Pro, Touch ID on 2018 MacBook, EKG and Ceramic Backs on All Apple Watch Series 4 Models, More
Apple analyst Ming-Chi Kuo has issued a new research note today, obtained by MacRumors, that outlines several predictions about Apple's upcoming products, including new iPhone, iPad Pro, Apple Watch, and MacBook models.
Kuo expects Apple to replace Lightning with a USB-C interface on 2018 iPad Pro models, with an 18W power adapter in the box. That sure sounds like the next iPad Pro will have ...

Apple's 2019 iPhones Won't Adopt Fingerprint on Display Technology
Apple doesn't plan to return to fingerprint recognition for biometric authentication features with its 2019 iPhone lineup, according to a new note to investors shared this morning by Apple analyst Ming-Chi Kuo.
Kuo does not expect Apple's 2019 iPhones to support fingerprint on display technology, which would allow the iPhone to read a fingerprint through its display, doing away with the need...

Samsung Expected to Match 2018 iPhone Sizes With Galaxy S10 Lineup
Apple is widely rumored to introduce a trio of new iPhones in September, including a second-generation 5.8-inch iPhone X, a larger 6.46-inch version dubbed iPhone X Plus, and a 6.1-inch model with only some iPhone X features.
Galaxy S9
Perhaps inspired by those plans, respected analyst Ming-Chi Kuo claims that Samsung will follow suit with its Galaxy S10 lineup next year, including 5.8-inch,...

Ming-Chi Kuo Says 2018 iPhone Lineup Will Have New Colors, Including Gold, Red, Blue, and Orange
Apple is widely rumored to release a trio of new iPhones in 2018, including a second-generation iPhone X, a larger 6.5-inch version dubbed the iPhone X Plus, and an all-new 6.1-inch model with some iPhone X features, but not all, at a lower price point of around $600 to $700 in the United States.
While the current iPhone X is limited to Space Gray and Silver, well-connected Apple analyst...

Kuo Details 2018, 2019 iPhones, Expects Cheaper MacBook Air, Face ID iPads, and Larger-Screen Apple Watches Later This Year
Apple analyst Ming-Chi Kuo, who now works at research firm TF International Securities, has issued a new research note today with a wealth of information about Apple's upcoming products and the company's overall outlook.
Highlights from the research note, obtained by MacRumors:Kuo believes 2019 iPhones will have "marked innovations," but notes it could take until September or October of this ...

Ming-Chi Kuo Returns With 2018 iPhone Details: Lower Pricing, September Launch for All Models
Well-known Apple analyst Ming-Chi Kuo has returned today with his first Apple-related research note for his new firm TF International Securities. According to Kuo, Apple's pricing strategy will be "more aggressive" for the three iPhones rumored for September 2018, an effort to boost shipments of the models this year.
Renders of the 2018 iPhones
One of the main reasons Kuo says is behind the...

Ming-Chi Kuo May Lessen Focus on Apple Following Reported Departure From KGI Securities
Ming-Chi Kuo, widely considered to be one of the best analysts covering Apple, might no longer focus his research on the iPhone maker.
Kuo speaking on behalf of DigiTimes
China Times reports that Kuo resigned from Taiwanese research firm KGI Securities on Friday and, while his next move is uncertain, the publication suggests he will focus less on Apple and more on other emerging industries.
...

Kuo Again Predicts No 3D Touch for 2018 6.1-Inch LCD iPhone
Apple's upcoming 6.1-inch LCD iPhone may not feature 3D Touch due to cost constraints, according to a new note shared yesterday by KGI Securities analyst Ming-Chi Kuo and published by Chinese site Feng.
Kuo says that the 6.1-inch iPhone will use what he calls "Cover Glass Sensor" (CGS) technology, relocating the iPhone's touch module from the display panel (in-cell technology) to the surface...

Ming-Chi Kuo Says Apple Considering Lower-Priced HomePod After Potentially Lackluster Sales
HomePod shipments "could be far below market expectations" this year, according to reputable KGI Securities analyst Ming-Chi Kuo.
"Our understanding is that the market expects HomePod shipments to arrive at 5-10 million units in the 2018 fiscal year, versus our forecast of only 2.0-2.5 million units," wrote Kuo, in a research note obtained by MacRumors.
Kuo believes the "major miss" in...

Ming-Chi Kuo: Apple's Biggest Challenge to Innovation in Recent Years Has Been Software
Apple's "biggest challenge in innovation in recent years has been in software, not hardware," according to KGI Securities analyst Ming-Chi Kuo.
"In several cases we have seen Apple lagging in software versus hardware development, which bodes badly for its innovation strategy of software and hardware integration," wrote Kuo, in a research note obtained by MacRumors.
Kuo's sole example is...

Apple Watch Series 4 to Feature Redesign, Longer Battery Life and 15% Larger Display
Apple Watch Series 4 models set to be released this fall will feature a new design and a display that's 15 percent larger, according to predictions shared by KGI Securities analyst Ming-Chi Kuo in a new note that was sent out to investors this morning (via 9to5Mac).
In addition to a new design with larger displays, the new fourth-generation Apple Watch models will feature a longer battery life ...

New Low-Cost 9.7-Inch iPad May Support Apple Pencil
Apple's new low-cost 9.7-inch iPad may include support for the Apple Pencil, according to a new note to investors shared this morning by KGI Securities analyst Ming-Chi Kuo.
Kuo says that he expects Apple Pencil shipments will rise to 9 to 10 million units in 2018 "given that the new low-cost iPad may support Apple Pencil." Kuo says Apple may add Apple Pencil support in order to differentiate...

KGI: Samsung to Cancel Under-Display Fingerprint Sensor Plans for This Year's Galaxy Note 9
Samsung is unlikely to introduce an under-display fingerprint recognition feature in its 2018 flagship smartphone line-up, according to KGI Securities research analyst Ming-Chi Kuo. Kuo had earlier predicted that the South Korean firm was planning to debut an under-screen fingerprint sensor in its Galaxy Note 9, due for release in the third quarter of this year, but Kuo now believes Samsung will...

KGI: Apple to Launch Cheaper MacBook Air in 2Q 2018
KGI Securities analyst Ming-Chi Kuo has issued a new research report encouraging investors to keep their eyes on three products for 2018: the rumored 6.1-inch LCD iPhone, AirPods, and a "more affordable MacBook Air." The first two in that list have been widely discussed in recent weeks and months, but this is the first we've heard about an update to the MacBook Air.
We expect Apple (US) to...

KGI: Apple Developing High-End Over-Ear Headphones, Launching Late 2018 at the Earliest
KGI Securities analyst Ming-Chi Kuo has issued a new research note outlining his expectations for Apple's "acoustic accessories" pipeline, claiming the company is working on both updated AirPods and "own-brand, high-end over-ear headphones" with an "all-new design." The new over-ear headphones are said to debut in the fourth quarter of this year at the earliest.Apple to have own-brand, high-end...

KGI: Apple Could Ship 100 Million Units of New 6.1-inch LCD iPhone, Replacing iPhone 8 and 8 Plus in 2018 Device Line-up
KGI Securities analyst Ming-Chi Kuo today shared shipment projections with MacRumors for Apple's rumored 6.1-inch iPhone that he expects to launch in the second half of 2018.
The device is said to have some iPhone X features such as Face ID, but design compromises will enable Apple to put it at a more affordable price point. They could include an LCD screen instead of an OLED display, an...












