TF International Securities

By MacRumors Staff

TF International Securities Articles

smart contact lens

Kuo: Apple May Release Augmented Reality Contact Lenses in 2030s

Sunday March 7, 2021 9:34 am PST by
In a research note shared with MacRumors, analyst Ming-Chi Kuo today predicted that Apple will release augmented reality "contact lenses" in the 2030s. Kuo said the lenses will bring electronics from the era of "visible computing" to "invisible computing." Mojo Vision smart contact lens Kuo said the lenses are "unlikely to have independent computing power and storage," suggesting that they...
apple mixed reality headset mockup feature

Kuo: Apple to Launch Mixed Reality Headset in Mid 2022 and Augmented Reality Glasses by 2025

Sunday March 7, 2021 8:27 am PST by
Apple plans to release its long-rumored mixed reality headset "in mid-2022," followed by augmented reality glasses by 2025, well-regarded analyst Ming-Chi Kuo said today in a research note with TF International Securities, obtained by MacRumors. "We predict that Apple's MR/AR product roadmap includes three phases: helmet type by 2022, glasses type by 2025, and contact lens type by...
foldable iPhone concept feature

Kuo: Apple Could Launch Foldable iPhone With 7.5–8 Inch Display in 2023

Monday March 1, 2021 8:11 am PST by
In a wide-ranging research note today outlining a roadmap for the iPhone lineup, analyst Ming-Chi Kuo shared a tidbit on Apple's foldable ‌iPhone‌ plans, indicating that the company could launch a device with a 7.5–8 inch display in 2023. A 2023 launch would be dependent on Apple being able to solve "key technology and mass production issues" this year. He says the product has "not yet...
galaxy s21 iphone 12 pro max front feature2

Kuo: Some 2022 iPhones to Abandon Notch in Favor of 'Punch-Hole' Display

Monday March 1, 2021 8:05 am PST by
At least some 2022 iPhone models will abandon the notch and switch to a "punch-hole display design" instead, similar to Samsung's recent high-end Galaxy smartphones, analyst Ming-Chi Kuo said today in a research note obtained by MacRumors. Kuo said the hole-punch display design will be adopted by high-end 2022 iPhones at a minimum, and if production yields are good enough, all 2022 iPhone...
iphonesefront

Kuo: Next iPhone SE Coming in Early 2022 With 5G and Processor Upgrades

Monday March 1, 2021 7:59 am PST by
The next-generation version of the iPhone SE won't appear until the first half of 2022, according to a new research note from analyst Ming-Chi Kuo. Early rumors had indicated that a third-generation ‌iPhone SE‌ could appear in the first half of 2021, but later rumors suggested it wouldn't appear until at least the second half of the year if not early in 2022. There have been rumors of a...
iphone 12 120hz thumbnail feature

Kuo: iPhone 13 Lineup to Feature Smaller Notch and Larger Batteries, 120Hz Display for Pro Models, and More

Monday March 1, 2021 7:50 am PST by
iPhone 13 models will all feature a smaller notch, while the two Pro models will be equipped with low-power LTPO display technology for a 120Hz refresh rate, analyst Ming-Chi Kuo said today in a research note obtained by MacRumors. Subscribe to the MacRumors YouTube channel for more videos. Several other sources have previously claimed that some iPhone 13 models will support a 120Hz refresh...
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Kuo: New MacBook Pro Models With HDMI Port and SD Card Reader to Launch Later This Year

Monday February 22, 2021 8:52 pm PST by
Apple plans to release two new MacBook Pro models equipped with an HDMI port and SD card reader in the second half of 2021, according to analyst Ming-Chi Kuo, who outlined his expectations in a research note obtained by MacRumors. The return of an SD card reader was first reported by Bloomberg's Mark Gurman last month. "We predict that Apple's two new MacBook Pro models in 2H21 will have...
iphone12protriplelenscamera

Kuo: No Significant Upgrades to Main iPhone Camera Lens Through at Least 2022 [Updated]

Thursday January 7, 2021 9:06 pm PST by
iPhone camera lenses may not see significant hardware updates through at least 2022, according to a new research note by analyst Ming-Chi Kuo seen by MacRumors. Today's note focuses on a new price war between lens suppliers Largan and Genius Electronic Optical that will affect profitability for the suppliers, with Genius Electronic Optical at particular risk due to its high reliance on Apple ...
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Kuo: Apple to Unveil AirTags, Augmented Reality Device, and More in 2021

Monday January 4, 2021 8:13 am PST by
Apple plans to release its long-awaited AirTags item trackers, an unspecified augmented reality device, and other new products in 2021, according to a new research note from reputable analyst Ming-Chi Kuo, obtained by MacRumors. AirTags are expected to help users keep track of their personal belongings, such as their keys, wallets, and backpacks, and would notify users on their Apple devices ...
Apple car wheel icon feature purple

Kuo: Apple Car Still in Early Stages, Unlikely to Launch Until 2025-2027 at Earliest

Sunday December 27, 2020 8:23 am PST by
Earlier this week, Reuters reported that Apple is targeting 2024 for production of its long-rumored electric vehicle with "next level" battery technology, but Apple analyst Ming-Chi Kuo believes that a launch is unlikely until 2025-2027 at the earliest. In a research note today, obtained by MacRumors, Kuo said that Apple Car specifications have yet to be finalized, adding that he would not...
iphone 12 pro video colors

Kuo: iPhone 13 Models Won't Face Mass Production Delays Like iPhone 12 Lineup

Saturday December 12, 2020 8:18 am PST by
While the iPhone 12 lineup launched later than usual due to the COVID-19 pandemic, analyst Ming-Chi Kuo today forecasted that mass production of so-called iPhone 13 models with a new A15 chip will revert back to Apple's usual timeframe. In a typical year, Apple begins mass production of iPhones in the early summer, but reports indicated that mass production of iPhone 12 models did not begin...
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Kuo: Two Redesigned MacBook Pros in 2021 and New MacBook Air in 2022, All With Apple Silicon and Mini-LED Displays

Wednesday December 2, 2020 5:46 am PST by
Apple plans to release two redesigned MacBook Pros in 2021 and a new MacBook Air in 2022, all with mini-LED displays and Apple Silicon chips, according to TFI Securities analyst Ming-Chi Kuo. In a research note to investors, seen by MacRumors, Kuo explained that two new MacBook Pro models equipped with an all-new form factor design are expected to launch in 2021, and a new "affordable" ‌Mac...
m1 chip macbook air pro

Kuo: Redesigned MacBooks With Apple Silicon to Launch in Second Half of 2021

Tuesday November 24, 2020 7:53 pm PST by
Apple plans to release additional MacBook models with Apple Silicon in the second half of 2021, according to analyst Ming-Chi Kuo, as part of the company's two-year transition away from Intel processors across its Mac lineup. In a research note today, obtained by MacRumors, Kuo said that these MacBook models will feature a new design. Kuo did not specify which models these will be, but he...
iphone 12 NO 120hz feature2

Kuo: iPhone 12 Lineup Won't Support 120Hz, 5.4-Inch Model Will Have Slightly Narrower Notch

Monday September 14, 2020 9:31 am PDT by
iPhone 12 models will not support a 120Hz refresh rate due to battery life considerations, reputable analyst Ming-Chi Kuo said today. Kuo expects the feature to debut on 2021 iPhones with lower-power LTPO display technology. In a research note obtained by MacRumors, Kuo added that the 5.4-inch iPhone 12 will feature a slightly narrower notch to adequately display information in the top-left...
AirPods3

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...
ipad rear video shot

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...
Barclays iP12 remove charger earpods

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...
AirPods3

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...
macbook pro 13 inch

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,...