Ming-Chi Kuo

By MacRumors Staff

Ming-Chi Kuo Articles

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Kuo: Global iPhone Shipments Could Decline Up to 30% If Apple Forced to Remove WeChat From App Store [Updated x2]

Sunday August 9, 2020 11:17 pm PDT by
In a worst-case scenario, Apple's annual global iPhone shipments could decline by 25–30% if it is forced to remove WeChat from its App Stores around the world, according to a new research note from analyst Ming-Chi Kuo viewed by MacRumors. The removal could occur due to a recent executive order aiming to ban U.S. transactions with WeChat and its parent company Tencent. Kuo lays out...
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Kuo: iPhone 12 Camera Lens Supplier Experiencing Quality Issues, But May Not Affect Launch Schedule

Thursday August 6, 2020 10:30 pm PDT by
One of Apple's camera lens suppliers for the upcoming non-Pro iPhone 12 models is having quality issues, according to a new research note from analyst Ming-Chi Kuo seen by MacRumors. The issues are, however, unlikely to have an impact on Apple's shipping schedule, presuming that Apple's other main supplier can make up the difference. Kuo says that Genius Electronic Optical has discovered...
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Kuo: Apple Silicon Macs to Include 13-inch MacBook Pro and MacBook Air This Year, 14.1-inch and 16-inch MacBook Pro Models Next Year

Friday July 10, 2020 3:58 am PDT by
At last month's WWDC, Apple officially announced that its Mac computers will be transitioned from Intel x86 to homegrown Apple Silicon chips. Apple said it plans to deliver the first ‌Apple Silicon‌ Mac by the end of the year and complete the transition in about two years. According to Apple analyst Ming-Chi Kuo, a 13.3-inch MacBook Pro with a form factor similar to the current 13.3-inch...
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Kuo: 'AirPods 3' Expected to Use Similar System-in-Package Technology as AirPods Pro

Tuesday July 7, 2020 2:49 am PDT by
Apple's third-generation AirPods will adopt a compact system-in-package (SiP) solution similar to AirPods Pro, according to the latest research note from TF International Securities analyst Ming-Chi Kuo, obtained by MacRumors. Apple is expected to launch new entry-level ‌AirPods‌ with a form factor design similar to ‌AirPods Pro‌ in the first half of 2021, and Kuo's latest note advances his e...
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Kuo: Largan to Ship 'High-End' Camera Lenses for 'iPhone 12' From Mid-July

Friday July 3, 2020 2:56 am PDT by
Apple's upcoming "iPhone 12" will feature "high-end" lens arrays in the rear camera to improve image quality, according to respected analyst Ming-Chi Kuo. In a new research note seen by MacRumors, Kuo says Largan will supply the premium camera lenses to Apple for the phones from mid-July, although Apple has received the same components slightly earlier in the last couple of years....
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Kuo: Apple to Launch 10.8-Inch iPad Later This Year, 8.5-Inch iPad Mini in 2021

Sunday June 28, 2020 10:04 am PDT by
Apple plans to launch a new 10.8-inch iPad in the second half of 2020, followed by a new 8.5-inch iPad in the first half of 2021, oft-reliable analyst Ming-Chi Kuo said today in a research note obtained by MacRumors. Kuo did not specify if the 10.8-inch iPad model will be a new version of the existing 10.2-inch iPad or the 10.5-inch iPad Air, but he has previously said that the 8.5-inch...
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Kuo: iPhone 12 Models Won't Include Charger in Box, 20W Power Adapter Will Be Sold Separately

Sunday June 28, 2020 8:56 am PDT by
iPhone 12 models will not include EarPods or a power adapter in the box, analyst Ming-Chi Kuo said today in a research note obtained by MacRumors. This lines up with a prediction shared by analysts at Barclays earlier this week. Kuo said that Apple will instead release a new 20W power adapter as an optional accessory for iPhones and end production of its existing 5W and 18W power adapters...
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Kuo: 24-Inch iMac With New Design to Launch in Fourth Quarter of 2020

Monday June 22, 2020 11:04 pm PDT by
Apple plans to launch a 24-inch iMac with a new design in the fourth quarter of 2020, analyst Ming-Chi Kuo said today in a research note obtained by MacRumors. Earlier this week, Kuo claimed that this redesigned iMac will be one of Apple's first two Mac models with a custom Arm-based processor, with the other being a future 13-inch MacBook Pro. Following years of rumors, Apple today confir...
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Kuo: AirPods 3 to Launch in First Half of 2021 With Similar Design as AirPods Pro

Monday June 22, 2020 5:08 am PDT by
Apple plans to launch third-generation AirPods with a form factor design "similar to AirPods Pro" in the first half of 2021, according to the latest research note from TF International Securities analyst Ming-Chi Kuo, obtained by MacRumors. Introduced in November 2019, the AirPods Pro feature an in-ear design with three sizes of soft, flexible silicone tips included in the box, along with...
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First Arm-Based Macs to Be 13-Inch MacBook Pro and Redesigned iMac, Launches Coming in Late 2020 or Early 2021

Sunday June 21, 2020 10:18 am PDT by
Apple plans to introduce its Arm-based custom designed chips for Macs at WWDC, Apple analyst Ming-Chi Kuo said in a note to investors today, agreeing with an earlier report from Bloomberg. Kuo says that the first Mac models to adopt Arm-based chips will be the 13.3-inch MacBook Pro and an iMac with a redesigned form factor, with Apple planning to launch the new models in the in fourth...
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Kuo: iPhone 12 May Not Come With EarPods in the Box, Apple to Introduce AirPods Promotion in Second Half of 2020

Wednesday May 20, 2020 2:41 am PDT by
Apple's upcoming "iPhone 12" may not come with EarPods included in the box, as a means of driving demand for the company's popular wireless AirPods which are sold separately, according to reputable Apple analyst Ming-Chi Kuo. Apple has included earbuds with the iPhone ever since the first model of the smartphone launched in 2007, in large part because the ‌iPhone‌ was pitched as a natural...
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Kuo: Apple Glasses to Launch in 2022 at Earliest, New 10.8-Inch iPad and 9-Inch iPad Mini Coming in 2020/2021

Thursday May 14, 2020 10:40 am PDT by
Apple has long been rumored to be working on some kind of augmented reality headset, and in a new note to investors, Apple analyst Ming-Chi Kuo said that he expects the Apple Glasses to launch in 2022 at the earliest. Taiwanese site DigiTimes also recently said that Apple's AR glasses could launch by 2022 as suppliers work to ramp up development, and The Information has also suggested a 2022 ...
14 16 inch MBP Comparison

Kuo: Apple's Mini-LED Product Roadmap May Have Been Pushed Back to 2021

Thursday May 7, 2020 4:36 am PDT by
Apple's development of mini-LED display based hardware has not been significantly affected by the global health crisis but it may have delayed adoption of the technology in the short-term, according to Apple analyst Ming-Chi Kuo. In a research note with TF International Securities today, seen by MacRumors, Kuo said mini-LED chip, panel, assembly, and terminal assembly are expected to begin...
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Kuo: Mass Production on Third-Gen AirPods Starting in First Half of 2021, Design Unchanged But New Internals [Updated]

Thursday April 23, 2020 10:57 am PDT by
Apple is working on third-generation AirPods that will go into mass production during the first half of 2021, Apple analyst Ming-Chi Kuo said in a note to investors today. The new ‌AirPods‌ will adopt the System-in-Package used for the AirPods Pro, replacing the rigid-flex PCB+SMT design of the second-generation ‌AirPods‌. Kuo says that these internal updates will be the biggest change to...
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iPhone SE Plus Postponed Until Second Half of 2021

Tuesday April 21, 2020 10:57 am PDT by
Apple may postpone a larger version of the new low-cost iPhone SE until the second half of 2021, according to Apple analyst Ming-Chi Kuo. In a previous note, Kuo said that Apple was working on an "‌iPhone SE‌ Plus" set to be released in the first half of 2021, but now he believes Apple will "likely postpone" this new model until later in 2021. The current ‌iPhone SE‌ We predicted that Apple...
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Kuo: mmWave 5G iPhones Have 'Potential Delay Risk,' Production on 6.7-Inch iPhone Delayed to October

Tuesday April 21, 2020 10:32 am PDT by
Some of Apple's upcoming 5G iPhones could see a delay in production, according to Apple analyst Ming-Chi Kuo in a note shared with investors. mmWave models, which will feature the fastest 5G functionality, have a "potential delay risk" and may launch outside of the normal timeline. Production on the mmWave iPhone may be pushed back because of changes to the antenna package that were made in...
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Kuo: Apple to Launch Several Macs With Arm-Based Processors in 2021, USB4 Support Coming to Macs in 2022

Thursday March 26, 2020 9:19 pm PDT by
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,...
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Kuo: Sensor-Shift Image Stabilization Coming to 6.7-Inch iPhone in 2020, Periscope Lens to Follow in 2022

Monday March 23, 2020 5:14 am PDT by
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...
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Kuo: MacBooks With Apple-Designed Processors Coming Late 2020 or Early 2021, All-New Design to Follow in Mid 2021

Wednesday March 11, 2020 11:39 pm PDT by
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...
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Kuo: New MacBook Pro and MacBook Air Models With Scissor Keyboards to Launch in Second Quarter

Wednesday March 11, 2020 11:38 pm PDT by
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 ...