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

iPhone 6s Plus in Short Supply Due to Backlight Module Production Issues
KGI Securities analyst Ming-Chi Kuo has issued a note to investors that claims the iPhone 6s Plus is facing supply shortages amid pre-orders due to backlight module production issues at Japanese supplier Minebea.
Kuo says that Apple is looking to resolve the problem by transferring backlight module orders to alternative supplier Radiant. The supplier will see its orders increase by 70-80% to...
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'iPhone 7' Thickness Likely to Approach iPod Touch
KGI Securities analyst Ming-Chi Kuo has issued a new report that suggests next year's "iPhone 7" could be Apple's thinnest smartphone yet, with a thickness of somewhere between 6.0mm and 6.5mm, which Kuo mentions is a near similar measurement of the current iPod touch's 6.1mm. As a comparison, the current model of the iPhone 6 and iPhone 6 Plus are 6.9mm and 7.1mm thick, respectively.
The...

KGI Expects New iPhones to Have 5MP Front Camera, Retain 16GB, 64GB and 128GB Capacities
KGI Securities analyst Ming-Chi Kuo has issued a note to investors that claims the so-called "iPhone 6s" will be offered in 16GB, 64GB and 128GB storage capacities, the same sizes available for the iPhone 6 and iPhone 6 Plus.
Kuo also claims the iPhone 6s will have an improved front-facing FaceTime camera with a 5-megapixel sensor, and reaffirms three much-rumored features: Force Touch, a new r...

'iPhone 6s' Could Face Negative Growth Due to Low China Sales & Ambivalence Towards Force Touch
Despite the immense popularity of the iPhone 6 and iPhone 6 Plus, a recent KGI prediction estimates that Apple may sell somewhere between 65 and 75 million of the so-called "iPhone 6s" and "iPhone 6s Plus" in Q4 2015, pointing towards a strong possibility of zero or negative growth year-over-year for the smartphone line.
According to Apple Daily [Google Translate] (via GforGames), the report...

'iPhone 6s' Mass Production Ramping Up in Late August Ahead of Mid-September Debut
KGI Securities analyst Ming-Chi Kuo today provided more information on the launch of the next series of iPhones, the so-called "iPhone 6s" and "iPhone 6s Plus," noting that mass production on the smartphone line will begin in late August, according to Taiwan's Central News Agency [Google Translate] (via GforGames). The production ramp-up will reportedly come roughly 1-2 weeks later than...

Apple Expected to Launch New iMacs With Improved Processors and Display Quality This Quarter
Apple's iMac line is set to receive a significant boost this quarter in the form of a refresh including new processors and improved display quality, according to KGI Securities analyst Ming-Chi Kuo. Display improvements are said to arrive in the form of greater color saturation, but Kuo makes no mention of whether Apple is planning to extend Retina display options to the smaller 21.5-inch iMac...

Apple Predicted to Launch Apple Watch Sport in Yellow & Rose Gold, New iMacs & iPad Mini Later This Year
In a new research note outlining his predictions for Apple's recently completed financial quarter and beyond, KGI Securities analyst Ming-Chi Kuo shares his thinking about some of Apple's upcoming product plans that will provide sales momentum in the latter portion of the year.
- Apple Watch: Kuo remains conservative about the Apple Watch, pegging Apple's second quarter shipments at roughly...

Next-Generation iPhone Again Rumored to Adopt 7000 Series Aluminum
KGI Securities analyst Ming-Chi Kuo has issued a note to investors, a copy of which was obtained by Japanese blog Mac Otakara, in which he corroborates rumors that the next-generation iPhone will adopt 7000 Series aluminum as used in the Apple Watch Sport. Kuo also claimed that Apple will retain the same design as the iPhone 6, although the smartphone may have slightly different dimensions....

Apple Could Unveil Next iPhones in August, Launch to Follow in September
KGI Securities analyst Ming-Chi Kuo, who has a respectable track record at reporting on Apple's upcoming product plans, has issued a research note to clients that claims Apple will announce its next iPhones in August ahead of a September launch.
Apple has never unveiled an iPhone in August, having introduced early iPhone models at or around WWDC in June, the iPhone 4s in October 2011 and all...

Apple Watch Demand Flattening as 42mm Models Estimated to Represent Over 80% of Orders
KGI Securities analyst Ming-Chi Kuo issued a note to investors today that claims Apple Watch demand may be slowing down, resulting in shipment forecasts being revised down by 20% to 30% to 5-6 million units in the third quarter.
Kuo expects total Apple Watch shipments to fall within the 15 million range for the 2015 fiscal year, lower than the consensus of 20-30 million units, but remains...

Next A9-Based iPhone Predicted to Have 12MP Camera, 2GB RAM, Rose Gold and More, Mass Production in August
KGI Securities analyst Ming-Chi Kuo, who has a respectable track record at reporting on Apple's upcoming product plans, issued a note to investors today that offers eleven predictions for the next-generation iPhone in 2015. Kuo expects the new 4.7-inch and 5.5-inch iPhones to enter mass production in mid-to-late August, and does not believe that a new 4-inch iPhone model will be released in 2015.
...

Apple Unlikely to Release New 4-Inch iPhone This Year, New Low-End Model Expected in 2016
KGI Securities analyst Ming-Chi Kuo issued a note to investors on Wednesday, a copy of which was obtained by MacRumors, reiterating that Apple is unlikely to launch a new 4-inch iPhone this year. Kuo, who has a respectable track record at reporting on Apple's upcoming product plans, added that Apple will instead likely release a new 4-inch iPhone with Apple Pay compatibility in 2016."iPhone 5S...

TSMC May Supply 30% of A9 Chip Orders for Next-Generation iPhone
Earlier this month, a report indicated that Samsung would produce the A9 chip for the next-generation iPhone. Now, KGI Securities analyst Ming-Chi Kuo, a reliable source on Apple's future plans, says that he expects Taiwan Semiconductor Manufacturing Company (TSMC) to supply 30% of the chip orders for the next-generation iPhone. This is the latest turn in what has become a back-and-forth affair...

Ming-Chi Kuo: Global Apple Watch Pre-Orders Exceed 2.3 Million Units
KGI Securities analyst Ming-Chi Kuo, who has a respectable track record at reporting on Apple, has issued a new note to investors estimating that global pre-orders for Apple Watch has exceeded 2.3 million units. Previously, a study from Slice Intelligence estimated that there were 1 million Apple Watch pre-orders in the United States.
We estimate production of Apple Watch around 2.3mn units...

iPhone's Force Touch Tech May Track Contact Area Instead of Pressure, New 4" Model Unlikely in 2015
KGI Securities analyst Ming-Chi Kuo, who has a respectable track record at reporting on Apple's upcoming plans, issued a note to investors on Thursday that claims the next-generation iPhone will have a FPC-made capacitive Force Touch sensor under the backlight, laminated with metal shielding. Kuo adds that the change may be significant enough for Apple to call its next iPhone the "iPhone 7"...

Apple Watch May Gain Additional Casing Material Options Later This Year
KGI Securities analyst Ming-Chi Kuo, who has a good track record in providing information on yet-to-be released Apple products, today released a report predicting that up to three new casing options for the Apple Watch will launch sometime this fall.
Kuo points out that the Apple Watch's sale momentum could stall entering the fourth quarter of the year, and thinks the release of new casing...

Next-Generation iPhone Said to Feature Upgraded Touch ID With Reduced Errors
KGI Securities analyst Ming-Chi Kuo, who has provided reliable information about Apple's upcoming product plans in the past, claims that Apple's next-generation iPhone will feature an upgraded Touch ID module with reduced reading errors for an improved and safer Apple Pay experience."We think the new iPhone,expected to launch in 3Q15, will be equipped with an upgraded Touch ID module, with which...

Apple Reported to Begin Shipping Apple Watch in March, 12-Inch MacBook Air in Early 2015
Apple will begin shipping the Apple Watch in March and will also look to launch its new 12-inch MacBook Air during this quarter, according to a new report by KGI Securities analyst Ming Chi Kuo. The analyst also predicted that iPhone shipments would beat expectations for Q1 2015 with over 61 million units shipped, while iPad shipments are expected to total to 10 million units.
Kuo notes...

Apple Predicted to Launch Optional Stylus Accessory Alongside 12.9-Inch 'iPad Pro'
KGI Securities analyst Ming-Chi Kuo is back with another report outlining his belief that Apple will launch a stylus as an optional accessory for the company's rumored 12.9-inch "iPad Pro". With the new iPad's larger screen, it will likely prove popular with enterprise and creative users who tend to have more need for a stylus and Kuo believes Apple will fill that need with an in-house solution.Gi...

Apple Diversifies Chip Orders for iOS Device and Apple Watch Amid Predictions of ARM Macs
KGI Securities analyst Ming-Chi Kuo, who has frequently offered accurate information on Apple's product plans based on supply chain information, has released a new report outlining his expectations for the company's chips over the next several years. Kuo highlights a diversified supplier lineup for Apple's A-series chips used in its iOS devices, with TSMC, Samsung, and GlobalFoundries all...












