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

iPhone 16 Side 2 Feature

Kuo: iPhone 16 Models to Lack Significant Design Changes Beyond Larger Displays and Capture Button

Tuesday January 30, 2024 7:33 am PST by
iPhone 16 models launching later this year will not have any "significant design changes," according to Apple supply chain analyst Ming-Chi Kuo. Kuo also said that Apple is unlikely to offer "more comprehensive" generative AI features until the iPhone 17 series launches next year at the earliest. "It is expected that Apple will not launch new iPhone models with significant design changes...
Apple Vision Pro Dual Loop Band Orange Feature 2

Kuo: Apple Has Already Sold Up to 180,000 Vision Pro Headsets

Monday January 22, 2024 2:57 am PST by
Apple sold between 160,000 and 180,000 Vision Pro headsets during its first pre-order weekend, according to Apple analyst Ming-Chi Kuo. In a new ectations-in-line-0450c1effe66">post on Medium, Kuo said that the headset sold out soon after the pre-order process opened, with shipping times for all models slipping by five to seven weeks. While the instant sell-out and extended shipping times...
Apple Vision Pro Dual Loop Band Teal Feature 2

Kuo: Apple Vision Pro to Launch Internationally Before WWDC 2024

Tuesday January 16, 2024 5:42 am PST by
Apple is likely to launch its Vision Pro headset outside the United States before WWDC 2024, analyst Ming-Chi Kuo today reports. In a new post on Medium, Kuo said that Apple plans to share new details about visionOS with developers from around the globe at its 2024 Worldwide Developers Conference (WWDC). To make this push toward global developers worthwhile, Apple needs to make the Vision...
iPhone 15 Pro Cameras

Kuo: iPhone 15 Pro Max to Remain Best-Selling Model in Early 2024

Monday January 15, 2024 5:11 am PST by
Apple's iPhone 15 Pro Max will continue to be the best-selling iPhone model in the first half of this year, according to Apple analyst Ming-Chi Kuo. Writing in his 頭單價上漲-以及ai手機成為samsung-s24-高階手機新賣點-in-depth-analysis-of-8e71324d080b">latest industry note on Mediu, Kuo said the iPhone 15 Pro Max "will still account for 40–45% of all iPhone 15 shipments in 1H24," which will be "critical" to...
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Kuo: Apple Will Only Produce Up to 80,000 Vision Pro Headsets for Launch, Sellout Likely

Thursday January 11, 2024 10:56 am PST by
Apple is planning to produce between 60,000 and 80,000 Vision Pro units for the February 2 launch of the device, according to analyst Ming-Chi Kuo. With the small size of the shipment, Kuo believes that the Vision Pro will "sell out soon after the release." According to Kuo, though Apple has not yet defined the key applications for the Vision Pro and the price is high, the "groundbreaking...
Apple Vision Pro Dual Loop Band Teal Feature

Kuo: Apple Vision Pro to Sell Out Fast, Leading to Long Shipping Delays

Tuesday January 9, 2024 4:37 am PST by
Apple on Monday announced it would begin accepting pre-orders for its new Vision Pro headset on January 19, with an official launch in the U.S. to follow on February 2. But if you're in the market for one, you may have to move fast, according to Apple analyst Ming-Chi Kuo. "Thanks to the demand from Apple's core fans and heavy users, the Vision Pro should sell out soon after it is available...
iphone 11 pro ultra wide

iPhone 16 Pro's Ultra Wide Camera Rumored to Receive Major Upgrade

Thursday January 4, 2024 3:39 am PST by
The iPhone 16 Pro models will be the first to feature more than one 48-megapixel sensor, leaving the Telephoto as the only rear-facing camera with a 12-megapixel resolution, Apple analyst Ming-Chi Kuo reports. Writing on 與超廣角-vision-pro-與華為p70超廣角-genius-is-a-key-7f125f60d783">Medi, Kuo explained that the ‌iPhone 16 Pro‌'s Ultra Wide camera will feature a 48-megapixel sensor. The upgrade...
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Kuo: iPhone 17 to Feature 24MP Front-Facing Camera

Thursday January 4, 2024 2:20 am PST by
The iPhone 17 lineup will feature a 24-megapixel front-facing camera, according to Apple analyst Ming-Chi Kuo. The information was shared in a new 與超廣角-vision-pro-與華為p70超廣角-genius-is-a-key-7f125f60d783">post on Medi. The iPhone 14 and 15 feature a 12-megapixel front-facing camera with five plastic lens elements. The iPhone 16 lineup is expected to feature the same hardware. With the ‌iPhone‌ ...
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Kuo: Vision Pro Likely to Launch in Late January or Early February

Monday December 25, 2023 5:18 am PST by
Mass shipments of the Vision Pro to Apple will begin in the first week of January, according to supply chain analyst Ming-Chi Kuo. In a December 24 research note, Kuo said the Vision Pro will most likely hit shelves in late January or early February based on this shipment schedule. Kuo estimates that Vision Pro shipments in 2024 will reach approximately 500,000 units. Apple first...
iPhone 16 Side Feature

Kuo: Apple Upgrading iPhone 16 Microphone to Boost Siri AI Experience

Thursday December 7, 2023 1:07 am PST by
Apple plans a significant upgrade to the iPhone 16 microphone to improve the new AI-enhanced Siri experience, according to Apple analyst Ming-Chi Kuo. Writing in his ing-beneficiaries-1ec29ee45e42">latest Medium post, Kuo says that "strengthening Siri's hardware and software features and specifications is the key to promoting AI-generated content," adding that Apple's generative AI ambitions ...
iPhone 16 Cameras Feature 1

iPhone 16 Pro Again Rumored to Include Tetraprism Telephoto Lens With 5X Optical Zoom

Monday November 20, 2023 6:09 pm PST by
Both the iPhone 16 Pro and ‌iPhone 16 Pro‌ Max will include Apple's tetraprism Telephoto lens with improved zoom capabilities, Apple analyst Ming-Chi Kuo largans-periscope-lens-yield-profitability-improves-6b94601b5710">reiterated today. Apple introduced a new tetraprism lens system for the iPhone 15 Pro Max, enabling 5x optical zoom for the first time. The camera technology was not added to ...
iPad Air 12

Kuo: Larger 12.9-inch iPad Air Coming Early 2024 Amid Lineup Refresh

Sunday November 12, 2023 2:50 am PST by
Apple will add a new larger 12.9-inch iPad Air to an entirely refreshed iPad lineup coming next year, with two ‌iPad Air‌ models taking priority in Apple's launch roadmap, according to Apple analyst Ming-Chi Kuo. In his e-in-2024-650a5fc9bbee">latest outlook, Kuo predicts that Apple will compensate for this year's lack of movement in its ‌iPad‌ lineup by updating all existing models,...
apple india

iPhone 17 to Be Assembled in India as Apple Aims to Further Diversify Supply Chain

Wednesday November 1, 2023 11:26 am PDT by
Introductory production on the standard iPhone 17 will start in India in the second half of 2025, according to one-17-npi-likely-4088fb656708">Apple analyst Ming-Chi Kuo. Kuo says that new product introduction (NPI) for the ‌iPhone‌ 17 will happen in India, marking the first time that Apple begins development of a new ‌iPhone‌ outside of China. Apple will opt to assemble the standard ‌iPhone‌...
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Kuo: No Apple Watch Ultra 3 Next Year?

Thursday October 26, 2023 6:45 am PDT by
There are currently no signs of an "Apple Watch Ultra 3" being in development within Apple's supply chain, analyst Ming-Chi Kuo said today. As a result, he believes the likelihood of a new Apple Watch Ultra being released in 2024 is "decreasing." "If Apple doesn't officially kick off the Apple Watch Ultra 3 project by December, it's almost confirmed that we won't see a new Apple Watch Ultra...
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Kuo: Apple Considering Low-Cost MacBook Launch in 2024

Wednesday October 25, 2023 4:30 am PDT by
Last month, a seemingly unlikely rumor out of Asia claimed that Apple could be planning to launch a low-cost MacBook series next year in order to compete with Google's popular and more affordable Chromebook models. On Tuesday, that rumor was revived by respected Apple analyst Ming-Chi Kuo. A DigiTimes report in September said Apple could launch a more affordable MacBook line in late 2024 to...
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Kuo: 'M3 Series MacBook Pro' to Be Focus of Apple's October 30 Event

Tuesday October 24, 2023 11:43 am PDT by
Apple's upcoming "Scary Fast" event will focus on the M3 series MacBook Pro models, according to Apple analyst Ming-Chi Kuo. Kuo's wording suggests that he is expecting multiple M3 chips rather than just a single M3 chip, hinting at the possibility of M3, M3 Pro, and M3 Max chips. If Apple does release M3, M3 Pro, and M3 Max chips at once, we can expect to see the new chips introduced in...
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Kuo: No New Macs or iPads Expected to Launch for Remainder of 2023

Friday October 20, 2023 2:10 pm PDT by
Apple is unlikely to release any new Macs or iPads for the remainder of 2023, according to a series of predictions shared in recent weeks by analyst Ming-Chi Kuo. Macs Last month, Kuo said Apple was unlikely to release any new MacBooks with the M3 chip this year. All existing MacBook Air and MacBook Pro models are equipped with M2 series chips, so any new models would presumably be...
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Kuo: AirTag 2 Postponed Until 2025

Wednesday October 18, 2023 10:54 am PDT by
Apple will not release a second-generation version of the AirTag until 2025, according to Apple analyst Ming-Chi Kuo. Mass production on the accessory has reportedly been delayed until 2025, which has pushed back Apple's target launch timeline. Back in August, Kuo had said that mass production would kick off in the fourth quarter of 2024, suggesting a late 2024 or early 2025 launch....
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Kuo: MacBook Sales Down 30% Amid No New Products for Remainder of 2023

Wednesday October 18, 2023 4:59 am PDT by
MacBook sales have dropped significantly amid Apple's decision to launch no new Macs for the remainder of 2023, Apple supply chain analyst Ming-Chi Kuo reports. In a new -macbook-supply-chain-shipments-9cdc1c26b65a">post on Medium, Kuo claimed that MacBook sales as a whole are expected to be around 30% lower this year compared to 2022, reducing to about 17 million units. He highlighted that...
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Kuo: iPhones Won't Adopt RCC for Thinner Circuit Boards Until 2025

Thursday October 12, 2023 11:24 am PDT by
iPhones will not adopt resin coated copper (RCC) foil for their printed circuit boards until 2025, ainboard-to-61abc0d30883">according to Apple analyst Ming-Chi Kuo. Kuo says that Apple will not adopt this technology in 2024 because of its "fragile characteristics" and "inability to pass drop tests." If Apple and its supplier Ajinomoto can improve the RCC material before the third quarter of ...