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

KGI: 6.1-Inch iPhone to Have Single-Lens Rear Camera, Aluminum Frame, 3GB RAM, and No 3D Touch, Cost $700-$800
KGI Securities analyst Ming-Chi Kuo today shared additional details about the rumored 6.1-inch iPhone that he expects to launch in the second half of 2018.
Note: KGI's image has a slight error. iPhone 8 Plus has 3GB of RAM.
We already know the device is said to have some iPhone X features, including Face ID, but with some design compromises to achieve a cheaper price point. That will include...
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KGI: Apple to Discontinue iPhone X Rather Than Sell at Lower Price When Second-Generation Model Launches
Apple will discontinue the first-generation iPhone X when the second-generation model launches later this year, rather than bump the device down its smartphone lineup for lower than $999, according to KGI Securities analyst Ming-Chi Kuo, who clarified his earlier prediction with a follow-up research note today.
Kuo said that Apple keeping the current iPhone X in its smartphone lineup for a...

KGI: Larger-Sized iPhones Coming This Year Will Offset Weakening Demand for iPhone X in China
Weaker-than-expected demand for iPhone X in China has led market analysts to revise down shipments for the first half of 2018, but larger-sized iPhone models in the pipeline should see Apple grow its overall worldwide shipments year-on-year, according to KGI Securities analyst Ming-Chi Kuo, who shared the information in a new research report obtained by MacRumors.
We revise down 1Q18 and...

Apple's Upgraded TrueDepth Camera System in Future iPhones Will Necessitate Larger Batteries
iPhone models released in 2019 and later will likely feature an upgraded TrueDepth camera system that will consume more power, resulting in a need for larger-capacity batteries, according to KGI Securities analyst Ming-Chi Kuo.
In a research note obtained by MacRumors, Kuo said Apple has technologies at its disposal to develop larger-capacity batteries.Apple capable of designing new system...

Ming-Chi Kuo Expects Upgraded AirPods to Launch in Mid to Late 2018
Apple will release an upgraded version of AirPods in the second half of 2018, according to KGI Securities analyst Ming-Chi Kuo.
An excerpt from Kuo's latest research note, a copy of which was obtained by MacRumors:Media reports over the past few days on brisk AirPods demand and Apple struggling to keep up with holiday season demand align with our findings and positive predictions on AirPods...

2018 iPhone X Successor Could Feature Up to 10% More Powerful Battery With New 1-Cell Design
Next year's version of the iPhone X could feature up to 10 percent more battery power if Apple and LG Chem are able to deploy a one-cell design for the device's L-shaped battery, as opposed to the two-cell battery used in the iPhone X, according to a report from KGI Securities analyst Ming-Chi Kuo that was obtained by MacRumors.
Kuo says the more space efficient one-cell design would allow...

KGI: AirPods Shipments Will Double Next Year Given Strong Demand
AirPods will remain one of Apple's most popular accessories in 2018, with shipments likely to double to an estimated 26-28 million units on a year-over-year basis, according to Apple analyst Ming-Chi Kuo.
Kuo said there has been strong demand for AirPods, which he views as the most important accessory in Apple's wireless ecosystem. His prediction implies AirPods shipments will total 13-14...

KGI: Improved iPhone X Shipping Estimates Due to Better-Than-Expected Production, Not Weak Demand
Steady improvements in iPhone X supplies that have seen shipping estimates fall to 1-2 weeks are due to better-than-expected improvements in production since the device's launch, rather than any weakness demand, according to KGI Securities analyst Ming-Chi Kuo, who shared the information in a new research report obtained by MacRumors.
According to Kuo, who frequently shares accurate...

2018 iPhones to Feature Upgraded Antenna Design to Boost LTE Transmission Speeds
Apple's upcoming 2018 iPhones will feature upgraded liquid crystal polymer (LCP) antenna modules that will contribute to faster LTE transmission speeds, KGI Securities analyst Ming-Chi Kuo said tonight in a note that was sent out to investors.
Kuo says new iPhone models will use at least two LCP LTE antenna modules, much like the iPhone X, but with improvements to support 4x4 MIMO standards.
...

KGI: Next Year's iPhone Models to Have Upgraded Intel and Qualcomm Modems Enabling Faster LTE Speeds
Apple's next-generation iPhone models released in 2018 will feature Intel's XMM 7560 and Qualcomm's Snapdragon X20 modems, enabling faster LTE transmission speeds, according to KGI Securities analyst Ming-Chi Kuo.
Image: KGI Securities
Kuo highlighted that both new chips support 4x4 MIMO technology, compared to only 2x2 MIMO in the latest iPhone models, which leads him to believe LTE...

KGI: Apple to Launch 6.5-Inch 'iPhone X Plus' and Lower-Priced 6.1-Inch Full-Screen LCD Model Next Year
Apple will launch a trio of new iPhone models in 2018, including 5.8-inch and 6.5-inch models with OLED displays and a 6.1-inch model with an LCD display, according to respected KGI Securities analyst Ming-Chi Kuo.
Photo: KGI Securities
Kuo believes all three models will be equipped with a full-screen notched design and TrueDepth camera system like the iPhone X.
Kuo expects the 5.8-inch...

iPhone 8 Production Said to Drop Significantly Given Popularity of iPhone 8 Plus and iPhone X
With fewer major selling points and given a consumer preference for the iPhone 8 Plus and iPhone X, Apple analyst Ming-Chi Kuo expects iPhone 8 production to see a 50-60 percent sequential decline this quarter.
In his latest research note for KGI Securities, obtained by MacRumors, Kuo said the lower-than-expected iPhone 8 demand could result in fewer orders for Apple supplier Pegatron, which ...

Ming-Chi Kuo: 2018 iPhones Will Have 'More Complex' Metal Frames for Improved Cellular Signal Transmission
While the iPhone X launched just three days ago, we're already starting to hear rumors about what to expect from next year's models.
Specifically, oft-reliable Apple analyst Ming-Chi Kuo said he believes iPhones released in 2018 will feature a "more complex" metal frame design and casing assembly for the purpose of improving data transmission quality.
An excerpt of Kuo's research note...

Apple Likely to Retain iPhone X Dual-Lens Camera Design for 2018 iPhones
Apple is likely to retain the all-plastic lens system used in the iPhone X for its 2018 iPhone range, according to respected analyst Ming-Chi Kuo.
In a research note for KGI Securities, obtained by MacRumors, Kuo said he disagrees with market speculation that Apple will implement a 7P (seven-lens plastic) or a 2G3P (two-glass, three plastic) lens design for the rear-facing camera modules in...

Ming-Chi Kuo Says 2018 iPhones Unlikely to Have Rear-Facing TrueDepth Camera System
Apple is unlikely to expand its front-facing TrueDepth system for Face ID and Animoji to the rear-facing camera module on iPhones released in 2018, according to oft-reliable Apple analyst Ming-Chi Kuo.
In a research note with KGI Securities, obtained by MacRumors, Kuo said the iPhone X's 3D sensing capabilities are already at least one year ahead of Android smartphones. For that reason, he...

Ming-Chi Kuo Says iPhone X's TrueDepth Production Issues Stabilizing, Won't Affect Next Year's Models
While the iPhone X has reportedly faced production issues related to the TrueDepth camera, resulting in shipment delays, respected analyst Ming-Chi Kuo said supply of components for the facial recognition system is now stable.
In a research note with KGI Securities, obtained by MacRumors, Kuo added that Apple won't "repeat the mistake" of delayed production with next year's iPhone models,...

KGI: iPhone X Production Woes Ending, but Only 2–3 Million Units Available for Launch
With just one week to go until pre-orders for the iPhone X begin, KGI Securities analyst Ming-Chi Kuo has released a new report indicating that the "worst [will] soon [be] over" with regards to production difficulties.
According to Kuo, the biggest hurdle has likely been the flexible printed circuit board (FPCB) for the device's antenna, due to increased complexity and initial supply chain...

2018 iPad Pro Models May Feature TrueDepth Camera for Face ID
iPad Pro models set to be released in 2018 will come equipped with a TrueDepth Camera and will support Face ID, KGI Securities analyst Ming-Chi Kuo told investors in a note this morning.
Kuo believes Apple will add TrueDepth cameras to the iPad Pro to introduce a user experience that's consistent with the iPhone X and boost competitiveness. With all high-end iOS devices equipped with TrueDepth ...

Apple's Face ID Turns Android Makers Away From Under-Screen Fingerprint Recognition
With its iPhone X debut and the introduction of Face ID, Apple has now tilted interest in the mobile industry away from under-display fingerprint recognition, and instead towards camera-based 3D sensing technologies as the ideal user authentication solution. That's according to the latest research note from respected KGI securities analyst Ming-Chi Kuo.
According to the new note seen by...

Ming-Chi Kuo Says iPhone X Supercycle Won't Really Happen Until 2018
For months, many Wall Street analysts have predicted the iPhone X will drive a significant number of existing iPhone users to upgrade. The latest word from KGI Securities analyst Ming-Chi Kuo, however, suggests the so-called "supercycle" won't truly gain momentum until 2018 due to multiple factors.
Namely, Kuo said the TrueDepth camera system's reported production issues will be...