TF International Securities

By MacRumors Staff

TF International Securities Articles

Kuo: Apple to Launch Several Macs With Arm-Based Processors in 2021, USB4 Support Coming to Macs in 2022

Thursday March 26, 2020 8:19 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,...

Kuo: Sensor-Shift Image Stabilization Coming to 6.7-Inch iPhone in 2020, Periscope Lens to Follow in 2022

Monday March 23, 2020 4:14 am PDT by
Apple is rumored to be planning a high-end 6.7-inch iPhone model for release in 2020, and multiple reports have indicated that the device will feature multiple rear camera improvements, including larger sensors that capture more light for better image quality. The latest word comes from noted analyst Ming-Chi Kuo, who today said that the 6.7-inch iPhone will also feature sensor-shift image...

Kuo: MacBooks With Apple-Designed Processors Coming Late 2020 or Early 2021, All-New Design to Follow in Mid 2021

Wednesday March 11, 2020 10:39 pm PDT by
In addition to forecasting the launch of new MacBook Pro and MacBook Air models with scissor keyboards in the second quarter of 2020, analyst Ming-Chi Kuo believes that Apple has bigger ambitions for its notebook lineup. In a research note today, obtained by MacRumors, Kuo said Apple plans to launch MacBook models with its own custom processors in the fourth quarter of 2020 or the first...

Kuo: New MacBook Pro and MacBook Air Models With Scissor Keyboards to Launch in Second Quarter

Wednesday March 11, 2020 10:38 pm PDT by
Apple plans to release new MacBook Pro and MacBook Air models with scissor keyboards in the second quarter of 2020, according to a new research note today from analyst Ming-Chi Kuo, obtained by MacRumors. Kuo did not comment on the size of the new MacBook Pro, but he is possibly referring to the 14-inch model that he has previously mentioned given that the 16-inch MacBook Pro was only released ...

Kuo: Supply Chain to Ramp Up for Apple's Ultra Wideband Tags in Second to Third Quarter of 2020

Tuesday February 18, 2020 5:28 am PST by
Shanghai-based manufacturing company Universal Scientific Industrial will begin supplying the system-in-package for Apple's upcoming Ultra Wideband item tracking tags in the second to third quarter of 2020, with shipments to reach tens of millions of units by the end of the year, according to analyst Ming-Chi Kuo. In a research note with TF International Securities, obtained by MacRumors, Kuo...

Ming-Chi Kuo Says Coronavirus Outbreak Impacting iPhone Supply, Lowers Shipment Forecast

Sunday February 2, 2020 8:32 am PST by
Apple analyst Ming-Chi Kuo has lowered his iPhone shipment forecast by 10 percent to 36-40 million units in the first quarter of 2020, noting that the Wuhan coronavirus outbreak is affecting iPhone supply in China. For example, multiple reports have indicated that assembly of the rumored "iPhone 9" or "iPhone SE 2" could be disrupted. The lower-cost device, expected to be a revamped version of ...

Kuo: 2021 iPhone With Touch ID Power Button to Feature LCD Display

Wednesday January 29, 2020 9:11 am PST by
Apple plans to release an iPhone with a Touch ID power button on the side of the device in the first half of 2021, according to analyst Ming-Chi Kuo. In a research note with TF International Securities, obtained by MacRumors, Kuo has now revealed that the iPhone will feature an LCD display, further suggesting that it will be a lower-cost model. Last month, Kuo claimed the device will lack Face ...

Kuo: Apple to Launch AirTags, Small Charging Mat, New iPads and Macs, High-End Headphones, and More in First Half of 2020

Wednesday January 29, 2020 7:12 am PST by
Apple plans to release several new products in the first half of 2020, including Ultra Wideband tags, high-end wireless headphones, a 4.7-inch iPhone, refreshed iPad Pro models, and refreshed MacBook Pro and/or MacBook Air models, according to the latest forecast from well-known Apple analyst Ming-Chi Kuo. MacRumors uncovered evidence of a hidden "Items" tab in iOS 13 for "AirTags" "We...

Kuo: All 5G iPhones on Track to Launch in Fall 2020, Including Both Sub-6GHz and mmWave Models

Sunday January 12, 2020 7:11 pm PST by
Last month, reputable Apple analyst Ming-Chi Kuo said he expected four 5G-enabled iPhones to launch in the second half of 2020, including models with both sub-6GHz and mmWave support depending on the region. Kuo said iPhone models with mmWave would be available in five markets, including the United States, Canada, Japan, Korea, and the United Kingdom, adding that Apple may disable 5G...

Kuo: AirPods Pro, Apple Watch Series 6, and iPod Touch Getting New Suppliers in 2020

Thursday January 2, 2020 4:43 am PST by
Apple will be making several changes to the suppliers of its products in 2020, according to reputable analyst Ming-Chi Kuo. For starters, Kuo expects Chinese company Goertek to begin assembly of AirPods Pro in the first half of the year. The addition of a second supplier alongside Luxshare Precision should help improve supply of the popular earphones, which continue to face multi-week...

Kuo: High-End Smartphones in 2020 to Feature Longer Optical Zoom, Including 10x on Huawei's P40 Pro

Friday December 20, 2019 5:25 am PST by
Optical zoom will be a key upgrade to high-end smartphones in 2020, according to the latest prediction from noted analyst Ming-Chi Kuo. In a research note with TF International Securities, obtained by MacRumors, Kuo said the rear camera on Huawei's upcoming P40 Pro will feature a redesigned periscope telephoto lens and become the world's first smartphone with 10x optical zoom. The device is...

Kuo: Next Year's 5G iPhones With Redesigned Metal Frame Won't Have Major Price Increase

Wednesday December 11, 2019 8:46 am PST by
Apple is rumored to launch four 5G-enabled iPhones in fall 2020, and while 5G-related components could raise the production costs of the devices by $30 to $100 depending on the model, analyst Ming-Chi Kuo believes Apple will not significantly increase the price of 5G iPhones compared to this year's lineup. iPhone 11 Pro and iPhone 11 Pro Max models start at $999 and $1,099 respectively in the...

Kuo: Apple to Launch Five iPhones in 2020, Including 5.4-Inch, Two 6.1-Inch, and 6.7-Inch Models With 5G

Thursday December 5, 2019 7:19 am PST by
Apple plans to release five new iPhone models in 2020, according to the latest prediction from analyst Ming-Chi Kuo. In a research note with TF International Securities, obtained by MacRumors, Kuo outlined his expectations for a so-called iPhone SE 2 with a 4.7-inch LCD display in the first half of 2020, followed by a higher-end all-OLED lineup consisting of 5.4-inch, two 6.1-inch, and...

Kuo: Apple to Launch 'Completely Wireless' iPhone Without Lightning Connector and 'iPhone SE 2 Plus' With Touch ID Power Button in 2021

Thursday December 5, 2019 7:11 am PST by
Apple plans to launch a high-end iPhone without a Lightning connector in the second half of 2021, according to a new prediction from analyst Ming-Chi Kuo. The device will supposedly offer a "completely wireless experience," suggesting that Apple is not switching to USB-C, but rather dropping the port entirely. An excerpt from Kuo's research note with TF International Securities, obtained by...

Kuo: 12.9-Inch iPad Pro and 16-Inch MacBook Pro With Mini-LED Displays to Launch in Second Half of 2020

Monday December 2, 2019 7:03 am PST by
Apple is planning four to six products with mini-LED displays over the next two to three years, including a high-end 12.9-inch iPad Pro with an A14X chip in the third quarter of 2020 and a refreshed 16-inch MacBook Pro in the fourth quarter of 2020, according to well-known Apple analyst Ming-Chi Kuo. In a research note with TF International Securities today, obtained by MacRumors, Kuo said...

Kuo: iPad Pro With Rear 3D Sensing and 'iPhone SE 2' on Track to Launch in First Half of 2020

Wednesday November 13, 2019 12:28 pm PST by
Apple plans to release new iPad Pro models with rear 3D sensing in the first half of 2020, according to analyst Ming-Chi Kuo. In a research note with TF International Securities, seen by MacRumors, Kuo said the iPad Pro models will gain 3D sensing through the rear-facing camera system. Apple is expected to use a time-of-flight system, which measures the time that it takes for light to bounce ...

Kuo: Apple Watch Series 6 Models to Feature Faster Performance and Improved Water Resistance

Monday November 11, 2019 7:03 am PST by
While the Apple Watch Series 5 lineup was released less than two months ago, rumors are already looking ahead to next year. In a research note with investor firm TF International Securities, seen by MacRumors, noted Apple analyst Ming-Chi Kuo has predicted that 2020 Apple Watch models will feature faster performance, improved water resistance, and improved wireless transmission for...

Kuo: Apple to Launch 'iPhone SE 2' in Early 2020 With Similar Design as iPhone 8, A13 Chip, and 3GB RAM

Thursday October 3, 2019 6:27 am PDT by
Apple plans to release a lower-priced "iPhone SE 2" in the first quarter of 2020, according to noted analyst Ming-Chi Kuo. In a research note with TF International Securities, obtained by MacRumors, Kuo said the device will feature a similar form factor design and specifications as the iPhone 8, with a faster A13 chip and 3GB of RAM:We forecast that Apple will launch the more affordable ‌iPho...

Kuo: High-End iPad and MacBook With Mini-LED Displays to Launch Between Late 2020 and Mid 2021

Sunday September 29, 2019 8:29 pm PDT by
Reiterating a prediction he shared in April, noted Apple analyst Ming-Chi Kuo today said Apple plans to release high-end iPad and MacBook models with Mini-LED displays between late 2020 and mid 2021. In a research note for TF International Securities, seen by MacRumors, Kuo added that the iPad and MacBook displays will each use approximately 10,000 LEDs, compared to 576 in Apple's upcoming Pr...

Kuo: iPhone 11 Pro and iPhone 11 Pro Max Have Accounted for Combined 55% of Pre-Orders

Tuesday September 17, 2019 9:19 am PDT by
Yesterday, noted Apple analyst Ming-Chi Kuo said that iPhone 11, iPhone 11 Pro, and iPhone 11 Pro Max pre-orders have been better than expected so far, noting that demand for the higher-end iPhone 11 Pro models is particularly strong in the United States due to trade-in and financing options. In a follow-up research note with TF International Securities today, seen by MacRumors, Kuo now...