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

New MacBook Pros Launching Tomorrow With These 4 New Features 2

M5 MacBook Models to Use New Compact Camera Module in 2025

Wednesday July 17, 2024 2:58 am PDT by
Apple in 2025 will take on a new compact camera module (CCM) supplier for future MacBook models powered by its next-generation M5 chip, according to Apple analyst Ming-Chi Kuo. Writing in his latest investor note on unny-opticals-2025-business-momentum-to-benefit-509819818c2a">Medium, Kuo said Apple will turn to Sunny Optical for the CCM in its M5 MacBooks. The Chinese optical lens company...
iPhone 15 Pro Cameras

iPhone 17 Pro Max Will Be First Model to Feature Three 48MP Cameras

Thursday July 11, 2024 12:20 am PDT by
Next year's iPhone 17 Pro Max will feature an upgraded 48-megapixel Tetraprism camera for enhanced photo quality and zoom functionality, according to Apple analyst Ming-Chi Kuo. In his n-iphone-tetraprism-upgrade-ca62dd37e364">latest investor note published to Medium, Kuo said the key specification change would be a 1/2.6" 48MP CIS sensor, up from the 1/3.1" 12MP sensor expected to be used...
iphone 16 pro battery kosutami

New iPhone Battery Should Be Up to 10% Denser for Longer Life

Sunday June 30, 2024 11:48 am PDT by
A new iPhone battery with a metal casing should allow for higher energy density to deliver longer battery life, Apple analyst Ming-Chi Kuo claims. Alleged iPhone 16 Pro battery with new metal casing. In a post on X (formerly Twitter), Kuo said that Apple's adoption of a stainless steel casing for the ‌iPhone‌'s battery will allow for five to 10 percent higher cell density while remaining...
airpods vision pro

Kuo: New AirPods to Feature Cameras for Enhanced Spatial Experiences

Sunday June 30, 2024 9:08 am PDT by
Apple will launch new AirPods featuring infrared cameras to improve spatial experiences with the Vision Pro headset, according to Apple analyst Ming-Chi Kuo. In a 態-new-ir-camera-equipped-airpods-to-enhance-2daa96913d7f">post on Medium, Kuo explained that Apple plans to mass-produce new AirPods with integrated IR camera modules by 2026. These IR cameras will apparently be similar to the iPho...
apple watch series 9 display

Kuo: Apple Watch Series 10 to Get Larger Screen and Thinner Design

Monday June 17, 2024 1:20 am PDT by
This year's Apple Watch Series 10 will be thinner and come in larger screen sizes than previous models, according to Apple analyst Ming-Chi Kuo. In his latest industry note -10-and-98075c44ce92">shared on Medium, Kuo said the screen size options on the next-generation Apple Watch will increase from 41mm to 45mm, and from 45mm to 49mm, while being encased in a thinner design. For reference,...
space black mbp

20-Inch MacBook With Nearly 'Crease-Free' Foldable Screen Rumored

Thursday May 23, 2024 6:48 am PDT by
LG is aiming to begin mass production of display panels for a MacBook with a 20.2-inch or an 18.8-inch foldable screen in the fourth quarter of 2025, according to information shared today by Apple supply chain analyst Ming-Chi Kuo. In a post on Medium, Kuo said Apple is aiming to make the foldable screen "as crease-free as possible," which will require the use of high-cost components. As a...
iPhone 16 Camera Lozenge 2 Perspective

iPhone 16 Lineup Rumored to Come in These Two New Colors

Sunday May 19, 2024 11:08 am PDT by
Apple analyst Ming-Chi Kuo today outlined his expectations for the iPhone 16 lineup's color options, revealing that two new colors should replace two of the existing shades. Kuo outlined his expectations in a post on X (formerly Twitter) earlier today. He believes that the iPhone 16 Pro and ‌iPhone 16 Pro‌ Max will be available in black, white or silver, gray or "Natural Titanium," and rose. ...
iphone 16 pro battery kosutami

Kuo: iPhone 16 Pro Max Could Feature Longer Battery Life

Friday May 17, 2024 3:04 am PDT by
Apple in the iPhone 16 Pro Max will use battery cells with increased energy density, according to analyst Ming-Chi Kuo, which will offer either longer battery life using the same battery size as that found in existing models, or equivalent battery life using a smaller battery. In his latest supply chain survey, Kuo says the energy density (Wh/kg) of the battery cells in the iPhone 16 Pro Max ...
Apple Watch Ultra 2 hero feature blorange

Kuo: Apple Watch Ultra to Get 'Almost No' Hardware Upgrades This Year

Wednesday May 1, 2024 6:53 am PDT by
Just over six months ago, Apple supply chain analyst Ming-Chi Kuo said the likelihood of a new Apple Watch Ultra being released in 2024 was "decreasing," but it now sounds like there will be an Apple Watch Ultra 3 this year after all. In a direct message shared with MacRumors today, Kuo said that while the Apple Watch Ultra will be updated this year, the new model will have "almost no"...
Apple Vision Pro Dual Loop Band Orange Feature 2

Apple Cuts Vision Pro Shipments as Demand Falls 'Sharply Beyond Expectations'

Tuesday April 23, 2024 9:44 am PDT by
Apple has dropped the number of Vision Pro units that it plans to ship in 2024, going from an expected 700 to 800k units to just 400k to 450k units, according to Apple analyst Ming-Chi Kuo. Orders have been scaled back before the Vision Pro has launched in markets outside of the United States, which Kuo says is a sign that demand in the U.S. has "fallen sharply beyond expectations." As a...
m3 mbp space black

Kuo: Apple Planning 20-Inch MacBook With Foldable Screen

Wednesday March 6, 2024 6:12 pm PST by
Apple is planning to release a 20-inch MacBook with a foldable screen in around three years, according to Apple analyst Ming-Chi Kuo. "Apple's only foldable product with a clear development schedule is the 20.3-inch MacBook, expected to enter mass production in 2027," said Kuo, in a post on X today. He did not provide any additional details about the device. Kuo is the third source to...
Apple Watch Ultra 2 hero feature white

Kuo: Apple Watch Ultra With MicroLED Display Indeed Canceled

Friday March 1, 2024 4:19 am PST by
Earlier this week, Apple supplier ams OSRAM announced it would "re-assess its microLED strategy" after a "cornerstone project" was "unexpectedly cancelled." Counterpoint Research's Display Supply Chain Consultants informed MacRumors that this project related to the rumored Apple Watch with a microLED display. Apple analyst Ming-Chi Kuo today commented on the matter, saying that Apple has...
Apple Vision Pro at Steve Jobs Theater

Kuo: Apple Vision Pro Unlikely to Receive Major Upgrades Until 2027

Wednesday February 28, 2024 6:56 am PST by
It may take several years for the Vision Pro headset to receive major hardware upgrades, according to Apple analyst Ming-Chi Kuo. "It is currently estimated that new models with significant changes to the Vision Pro specification may not be in mass production until 2027," Kuo said today. Based on his latest supply chain checks, Kuo believes Apple has not started working on a...
Apple Vision Pro with battery Feature Blue Magenta

Kuo: Apple Vision Pro on Track to Launch in More Countries Before WWDC in June

Wednesday February 28, 2024 5:55 am PST by
Apple analyst Ming-Chi Kuo today reiterated his belief that the Apple Vision Pro will launch in additional countries before Apple's annual developers conference WWDC in June. The headset first launched in the U.S. earlier this month. Apple will likely expand the Vision Pro to more English-speaking countries, such as Australia, Canada, New Zealand, and the U.K., but it has also been...
iPhone 16 Side 2 Feature

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

Tuesday January 30, 2024 6:33 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 1:57 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 4:42 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 4:11 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...
Apple Vision Pro with battery Feature Orange

Kuo: Apple Will Only Produce Up to 80,000 Vision Pro Headsets for Launch, Sellout Likely

Thursday January 11, 2024 9:56 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 3:37 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...