Ming-Chi Kuo

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

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

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 functionality in countries that do not offer 5G service or have a shallow 5G penetration rate to reduce production costs. Kuo has now doubled down on his prediction. In a follow-up research note today, viewed by MacRumors, he said Apple is still on track to release both sub-6GHz and sub-6GHz-plus-mmWave iPhone models simultaneously in the second half of 2020, with shipments beginning in the late third quarter or early fourth quarter. Last week, analyst Mehdi Hosseini had disagreed with Kuo's timeframe, claiming that sub-6GHz models would launch in September 2020 and mmWave models would follow in December 2020 or January 2021. Kuo says development of 5G iPhones with both sub-6GHz and mmWave support is progressing as scheduled, however, and he has the more reputable track record as it relates to forecasting Apple's roadmap. So, as of now, it looks like the entire 5G iPhone lineup will be announced in September as

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

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 shipping estimates on Apple.com. Luxshare itself will replace Quanta Computer as the exclusive manufacturer and supplier of S-series chips for the new Apple Watch in 2020, aka Series 6 models if Apple sticks with its naming trend, Kuo added. And last, Kuo expects Chinese manufacturer BYD Electronic to replace Quanta Computer as the sole assembler of the iPod touch in 2020, as well as obtain at least 10-20 percent of non-cellular iPad orders. Naturally, if this goes well, the company is expected to receive an even larger percentage of orders in 2021 and beyond. Kuo outlined these details in a research note with investment firm TF International Securities, seen by

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

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 expected to launch in the first half of 2020. Huawei competitor Oppo had promised a smartphone with 10x optical zoom earlier this year, but it has so far only released a model with 10x hybrid zoom, which relies on a combination of optical zoom and software. Kuo said enhanced optical zoom will extend to more high-end smartphones next year, although he did not specify if that will include the iPhone, which currently maxes out at 2x optical zoom and 10x digital zoom. Optical zoom preserves the quality of a shot when zooming in, while digital zoom results in some blurriness. In other camera news, a supply chain report from DigiTimes today claims that Apple's high-end 6.1-inch and 6.7-inch iPhones in 2020 will adopt sensor-shift image stabilization technology. While details are slim, sensor-shift technology could bring image stabilization to the ultra-wide lens on high-end 2020 iPhones.

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

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 United States, while the iPhone 11 starts at $699. In a research note with TF International Securities, viewed by MacRumors, Kuo said Apple instead aims to offset the cost of 5G by reducing its supply chain expenses, potentially including dropping its upfront non-recurring engineering payment to suppliers of the redesigned metal chassis and frame for 5G iPhones. Non-recurring engineering refers to the one-time cost to research, design, develop, and test a new product or component. Kuo believes Apple will shift more of this research and development in house. While the non-recurring engineering payment has typically helped Apple's suppliers stay afloat when iPhone sales start to slow during the spring and summer each year, Kuo believes it will be less essential in 2020 and beyond since Apple is expected to start releasing iPhones on a biannual basis going forward -- lower-end iPhones in the spring and higher-end iPhones in the fall. Kuo has previously claimed that 5G iPhones will sport a redesigned metal frame with an iPhone 4-like design, suggesting a return to flatter edges. In today's note, he said both the chassis and frame on 5G iPhones will cost Apple

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

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 6.7-inch models in the second half of the year. Kuo expects all four higher-end models to support 5G with a Qualcomm X55 modem, adding that availability of models with Sub-6G-only or Sub-6G-plus-mmWave types of 5G will vary by country. Kuo expects the iPhone models with mmWave to be available in five markets, including the United States, Canada, Japan, Korea, and the United Kingdom, while Apple may disable 5G functionality in countries that do not offer 5G service or have a shallow 5G penetration rate to reduce production costs. Four new high-end iPhones in 2020 lines up with a prediction shared by JPMorgan analyst Samik Chatterjee on Wednesday. The so-called iPhone SE 2 is expected to resemble the iPhone 8, including a 4.7-inch display with bezels and a Touch ID home button, but with a faster A13 chip and 3GB of RAM. The device will continue to have a single-lens rear camera, according to Kuo, like the original iPhone SE and the iPhone 8. The four higher-end iPhones are expected to resemble the iPhone 4, including a new metal frame that will likely sport flatter edges. All in all, we can expect the following iPhone lineup in 2020 if Kuo is accurate:4.7-inch iPhone SE 2

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

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 MacRumors:Apple will create more differentiation between the highest-end and high- end models. It will benefit the shipment of the highest-end model and iPhone ASP. Among new 2H21 iPhone models, we expect that the highest-end model would cancel the [Lightning] port and provide the completely wireless experience.Earlier in 2021, Kuo expects Apple will launch a so-called "iPhone SE 2 Plus" with a full-screen design but no Face ID, resulting in only a small notch. Instead, Touch ID will be built into the power button, according to Kuo:Apple will launch the iPhone SE2 Plus in 1H21. We predict that the display size will be 5.5 or 6.1-inch. This model will adopt a full-screen design. The notch area will be smaller because of no Face ID support. The Touch ID will be integrated with the power button, which is located on the side.A report from JPMorgan analysts earlier this week said that Apple will be moving toward a biannual iPhone release cycle to help smooth out sales. Coupled with Kuo's report, it does look like Apple may be moving towards a trend of lower-end iPhones each spring and higher-end iPhones each

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

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 the mini-LED displays will "significantly improve productivity and the entertainment experience" without elaborating. LG Display and GIS will be the most significant benefactors of these mini-LED products starting next year, according to Kuo. Kuo has previously said that Mini-LED displays will allow for thinner and lighter product designs, while offering many of the same benefits of OLED displays used on the latest iPhones, including good wide color gamut performance, high contrast and dynamic range, and local dimming for truer blacks. Kuo has also previously said that future iPad and MacBook displays will each use approximately 10,000 LEDs, compared to 576 in Apple's upcoming Pro Display XDR. Each LED would be below 200 microns in size. Apple is widely rumored to refresh the iPad Pro in spring 2020, and if so, a new 12.9-inch model in fall 2020 would certainly be soon after. Update: DigiTimes reports similar: "For the new MacBook said to adopt mini LED backlighting and to be released in 2020, its backlighting module reportedly will be supplied by Taiwan-based Zhen Ding Tech, the sources

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

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 off of objects in a room to generate a 3D map. The timeframe lines up with a recent report from Bloomberg's Mark Gurman, who also said Apple plans to release iPad Pro models with rear 3D sensing as early as the first half of 2020. Gurman expects the iPad Pro models to feature dual rear cameras, up from a single lens, along with a new augmented reality sensor. Kuo also reiterated that Apple plans to release a so-called "iPhone SE 2" in the first half of 2020 too. He has previously said the device will be released by the end of the first quarter with similar features as the iPhone 8, including a 4.7-inch display and Touch ID, but with a faster A13 chip and 3GB of RAM. The low-cost iPhone will likely start around $399 with 64GB of storage, and come in Space Gray, Silver, and Red, according to Kuo. Kuo has made both the iPad Pro and low-cost iPhone predictions in the past, so this really only serves as an update that the plans are still on track for early next year. Apple often holds a media event in March, and it is certainly possible the new iPad Pro and low-cost iPhone could be announced then. It is worth noting that Kuo is likely just referring to the device as the

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

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 potentially faster Wi-Fi and cellular speeds. Kuo believes all of these advancements will be made possible by Apple's switch to liquid crystal polymer or LCP material for the flexible circuit boards in next year's Apple Watch models, expected to launch in the second half of the year as usual. Series 5 models and earlier use a material known as polyimide or PI. Dongshan Precision, Avary Holding, and Flexium Interconnect will be the primary LCP suppliers, according to Kuo. It would not be surprising if so-called Apple Watch Series 6 models feature a faster Apple-designed S chip, as the only known differences with the S5 chip in Series 5 models compared to the S4 chip in Series 4 models is a built-in compass and a new always-on display driver, so a performance bump will be due next year. As for water resistance, Apple Watch Series 2 models are already suitable for swimming or showering and can be submerged to a depth of up to 50 meters. With further improvements, perhaps Series 6 models could be certified for some high-velocity water activities such as scuba diving or water skiing. Previous reports have suggested that 2020 Apple Watch models may also feature sleep tracking and Mi

Kuo: Apple Expected to Sell at Least 20 Million 'iPhone SE 2' Models in 2020

Apple is rumored to be working on an updated lower-cost "iPhone SE 2," which is set to be released in 2020. In a new research note to investors highlighting supplier expectations for the new device that was seen by MacRumors, Apple analyst Ming-Chi Kuo has shared some sales predictions. Kuo believes Apple will ship at least 20 million ‌iPhone SE 2‌ units in 2020, following the device's launch in the first half of the year. An optimistic situation, says Kuo, is 30 million units. iPhone SE and iPhone 8 According to Kuo, the ‌iPhone SE 2‌ will use a 10-layer Substrate-like PCB (SLP) for its motherboard, which will benefit some ‌iPhone‌ suppliers like Pending Holdings, Xinxing, and AT&S despite the fact that it's expected to be a less expensive component than the SLP used in the iPhone 11 series. In prior research notes, Kuo has shared quite a lot of detail on the "‌iPhone SE 2‌," which, despite the somewhat misleading name, is actually closer in design and specification to an ‌iPhone 8‌. The device will feature a 4.7-inch display, a single-lens rear camera, and a Touch ID fingerprint sensor. It will ship with the same A13 chip that's in the ‌iPhone 11‌ and 11 Pro, and it will have 3GB RAM. The only thing that's "‌iPhone SE 2‌" about the upcoming ‌iPhone‌ is its price, which is expected to be $399. At that price point, it will replace the ‌iPhone 8‌, which Apple currently sells for $449. Apple's upcoming low-cost ‌iPhone‌ is expected to be a very popular upgrade option for ‌iPhone‌ users who are still holding on to an older model like an ‌iPhone‌ 6 or 6s and

Kuo Says New MacBook With Scissor Keyboard to Launch in Mid 2020, Unclear if 16-Inch Model Delayed

Apple plans to introduce a new MacBook model with a scissor switch keyboard in the late second quarter or early third quarter of 2020, according to analyst Ming-Chi Kuo, suggesting the notebook could be announced at either WWDC in June or with a press release in July next year. 16-inch MacBook Pro concept by MacRumors In a research note today for TF International Securities, seen by MacRumors, Kuo said Taiwanese manufacturer Wistron will be the primary supplier of parts for the scissor switch keyboards in 2020. It is unclear if this represents a delay of the widely rumored 16-inch MacBook Pro, which Kuo said would launch in the fourth quarter of 2019 with a scissor switch keyboard. There was some hope that Apple would announce the 16-inch MacBook Pro with a press release this morning, but that did not happen. Kuo has previously predicted that Apple will transition its entire notebook lineup to scissor switch keyboards in 2020, including all MacBook Pro and MacBook Air models. The last MacBook Pro to feature scissor switches was released in 2015 before Apple moved to its problematic butterfly mechanism.

Kuo: 'iPhone SE 2' Entering Mass Production in January and Launching at the End of March

Apple's "iPhone SE 2" is scheduled to go into mass production in January 2020 and will launch at the end of March, according to the latest information from reliable Apple analyst Ming-Chi Kuo. The timing basically tallies with Kuo's previous reports on the so-called "‌iPhone SE 2‌," in which he predicted a Q1 2020 release for the device, which is expected to start at $399. Relying on historical patterns in Apple's product release schedule to predict future launches is not without risk, but March has traditionally been the launch month of Apple's more affordable iPhone. The original ‌iPhone‌ SE was announced on March 21, 2016, pre-orders began on March 24 and the device was officially released on March 31, 2016. It was re-released almost a year later on March 24, 2017 with larger storage capacities. Apple has also held special launch events in the last week of March for the last two years. Specs for the new low-end ‌iPhone‌ are said to include: 4.7-inch displayA13 CPU (same as iPhone 11)3GB LPDDR4X RAM64GB and 128GB optionsSpace Gray, Silver and Red colorsHome buttonNo 3D TouchKuo expects the device to look similar to the iPhone 8 and believes it will be a popular upgrade option for existing ‌iPhone‌ 6 and ‌iPhone‌ 6S owners, serving as a "key growth driver" for Apple in 2020. He believes these customers have low desire for new features like Face ID and multiple cameras, suggesting the "‌iPhone SE 2‌" will stick with Touch ID and a single-lens rear camera. In terms of shipments, Kuo estimates that monthly shipments of the ‌iPhone SE 2‌ will be between

Kuo: iPhone SE 2 Launching in Q1 2020 with A13 at $399 Price

Apple is planning on releasing an iPhone SE 2 in the first quarter of 2020 and starting at a $399 price point, according to the latest research report from reliable Apple analyst Ming-Chi Kuo. Kuo goes into more detail about the expected specs of the so called "‌iPhone SE 2‌" in the latest research note obtained by MacRumors. Specs for the new low-end iPhone are said to include: A13 CPU (same as iPhone 11)3GB LPDDR4X64GB and 128GB optionsSpace Gray, Silver and Red colorsNo 3D TouchKuo expects the new ‌iPhone SE 2‌ will be a popular upgrade option for existing ‌iPhone‌ 6 and ‌iPhone‌ 6S owners. Despite being referred to as a "‌iPhone SE 2‌" by Kuo, the analyst expects the form factor of Apple's new budget ‌iPhone‌ to be similar to the iPhone 8.

Kuo: iPad Pro With Rear 3D ToF Camera and Scissor Mechanism MacBooks to Launch in First Half of 2020

Apple will launch a new iPad Pro with a rear-facing 3D Time of Flight camera in the first quarter of 2020, according to a new report out today from Apple analyst Ming-Chi Kuo and seen by MacRumors. We've previously heard multiple rumors suggesting a time-of-flight camera system for Apple's 2020 iPhones and iPad Pros, including info from Kuo himself, but this is the first time that he's specified the 3D sensing camera system will be available in new ‌iPad Pro‌ models to be released early next year. A time-of-flight camera system measures the time that it takes for a laser or LED to bounce off of objects in a room, providing an accurate 3D map of the surroundings. A rear time-of-flight camera would also bolster photo quality and offer new and improved AR applications. Two of the iPhones set to be released in 2020 will also feature 3D sensing rear camera setups with time-of-flight (ToF) camera lenses, according to a previous note from Kuo in July. The Apple analyst has also revealed his predicted schedule for Apple's MacBook lineup refresh. We've already learned that Apple is planning to use a scissor mechanism rather than a butterfly mechanism for its upcoming 16-inch MacBook Pro, which is expected to be announced as soon as this month. However, Kuo has said that after the 16-inch MacBook Pro launches, future Macs coming in 2020 will also swap over to a scissor mechanism rather than a butterfly mechanism, resulting in more durable keyboards that are not as prone to failure from heat, dust and other small particulates. Kuo now predicts that Apple's

Kuo: Apple's AR Headset to Launch in Second Quarter of 2020

Apple's augmented reality headset will enter mass production as soon as the fourth quarter of this year in time for an early 2020 launch, according to a new report out today from Apple analyst Ming-Chi Kuo and seen by MacRumors. An Apple Glasses mockup In his latest research note with TF International Securities, the analyst says Apple will cooperate with third-party brands to launch its first head-mounted AR product in 2020, with Changying Precision tipped to be the main chassis supplier. A Kuo report in March claimed Apple would launch an AR product in 2020 that could be ready by the middle of next year. However, Kuo has brought forward his predicted time of release and the analyst now believes the launch window for the product will fall in the second quarter of 2020. Back in July, a DigiTimes report claimed Apple had suspended its AR headset project, but just last month, code found in Xcode 11 and iOS 13 confirmed that Apple is still working on an augmented reality headset of some kind. Within the internal Find My app bundle that MacRumors exclusively shared, there is also an icon depicting what appears to be an AR or VR headset that looks similar to the Google Cardboard. Kuo understands that Apple's AR glasses will be marketed as an iPhone accessory and primarily take a display role while wirelessly offloading computing, networking, and positioning to the ‌iPhone‌. Designing the AR glasses to work as an ‌iPhone‌ accessory is also expected to allow Apple to keep the glasses slim and lightweight, rather than trying to pack in all the processing

Kuo: iPhone 11 Demand and Upcoming Launch of 'iPhone SE 2' to Boost Overall iPhone Sales Growth in Q1 2020

Apple will sell around 10 percent more iPhones in the first quarter of 2020, thanks to strong replacement demand for its iPhone 11 series devices and next year's launch of the "iPhone SE 2," claims Apple analyst Ming-Chi Kuo in his latest research note, seen by MacRumors. We expect that combined iPhone shipments in 1Q20 will grow around 10% YoY thanks to the ‌iPhone 11‌'s replacement demand boosted by more affordable prices and ‌iPhone‌ SE2's shipments starting in 1Q20. We estimate that ‌iPhone‌ shipment in 1Q20 will be 45–50mn units (iPhone 11 Pro series and ‌iPhone 11‌ to be 13–15 and 22–24mn units, respectively), which is better than around 42mn units of ‌iPhone‌ shipments in 1Q19 (iPhone XS series and iPhone XR to be around 12 and 14mn units, respectively). The TFI Securities analyst estimates that ‌iPhone 11‌ series shipments will reach between 70 and 75 million units in 2019, and he believes that figure may have been higher but for supply constraints. A Nikkei report previously claimed Apple has upped orders from suppliers after stronger-than-expected demand for its latest flagship phones. Specifically, Kuo estimates that shipments of the ‌iPhone 11 Pro‌ in 2019 will be around 37-40 million units, and shipments of the ‌iPhone 11‌ will be around 36 to 40 million units. If those figures are accurate, Kuo says Pro series shipments will be lower than last year's equivalent ‌iPhone XS‌ shipments, but only because of a tighter supply caused by "increased production difficulties" of specific ‌iPhone 11 Pro‌ components. Meanwhile, shipments of ‌iPhone 11‌ will be

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

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 iPhone SE2 in 1Q20. For the most part, the form factor design and hardware spec are similar to ‌iPhone 8‌'s. The most significant hardware spec upgrade will be the adoption of the A13 processor and 3GB LPDDR4X. ‌iPhone‌ SE2 will likely increase ‌iPhone‌'s market share and benefit Apple's promotions for service and content. We expect that the ‌iPhone‌ SE2 shipment will reach 30–40mn units in 2020.Kuo believes the "‌iPhone SE 2‌" will be the "best upgrade choice" for an estimated 100 million remaining ‌iPhone‌ 6 and ‌iPhone‌ 6 Plus users, serving as a "key growth driver" for Apple in 2020. He believes these customers have low desire for new features like Face ID and multiple cameras, suggesting the "‌iPhone SE 2‌" will stick with Touch ID and a single-lens rear camera. Kuo's prediction lines up with multiple other sources that have claimed Apple plans to release a new lower-cost ‌iPhone‌ 8-esque device next year, including the Taiwanese publication Economic Daily News, Japanese publication Nikkei Asian Review, and Bloomberg's Mark Gurman and Debby Wu. Those earlier reports indicated the device will sport a 4.7-inch display and a ‌Touch ID‌ home button like the ‌iPhone 8‌. Apple

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

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 Pro Display XDR. Each LED is said to be below 200 microns in size, significantly smaller than those in the Pro Display XDR. Kuo previously said the iPad and MacBook models will have 10-12 inch and 15-17 inch display sizes respectively, and he also expects them to be high-end devices due to costly Mini-LED display components. Altogether, that means these will likely be iPad Pro and MacBook Pro models, but Kuo has not specified. Although mass production of medium-sized OLED displays has gradually improved, and the wide color gamut performance of OLED is comparable to that of Mini-LED, Kuo believes Mini-LED is Apple's first choice to avoid burn-in issues and to reduce its dependance on Samsung for supply of OLED displays. LG Display will supply the Mini-LED display panels, while other Mini-LED component suppliers will include Epistar, Zhen Ding, Radiant Opto-Electronics, Nichia, Avary Holding, and TSMT, according to Kuo. Kuo believes the Mini-LED displays will allow for thinner and lighter product designs, while also offering good wide color gamut performance, high contrast and HDR, and local dimming, which dims the backlight behind areas of the screen that are displaying

Kuo: 2020 iPhones to Have Redesigned Metal Frame Similar to iPhone 4

Apple will unveil redesigned iPhones next year that boast a new metal frame structure reminiscent of the iPhone 4, according to a research note by Apple analyst Ming-Chi Kuo and seen by MacRumors. In his research note with TF International Securities, Kuo says Apple will change its flagship ‌iPhone‌ design "significantly" next year. Specifically, the new devices will feature a new metal frame with "a more complex segmentation design, new trenching and injection molding procedures, and sapphire or glass cover assembly to protect the trench injection molding structure."We predict that the new 2H20 ‌iPhone‌ design will change significantly [...] The metal frame and the front and rear 2/2.5D glass are still used, but the metal frame surface will be changed to a similar design to the ‌iPhone‌ 4, replacing the current surface design. Jony Ive's design for the ‌iPhone‌ 4 was the first smartphone to introduce the concept of an exposed squared-edged aluminum frame sandwiched between two panes of strengthened glass – a design that has been variously copied in the smartphone industry. Apple's ‌iPhone‌ has undergone several changes since, with the latest iPhone 11 using an aluminum frame that wraps around the rounded corners of a display housed in an all-glass enclosure, and the iPhone 11 Pro devices sharing a matte glass material encased in a durable stainless steel frame. Notably, Apple has adopted a different design for the iPad Pro, which features a more industrial band around the sides that's also reminiscent of the ‌iPhone‌ 4. Kuo believes the grooving and injecting

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

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 specifies that the iPhone 11 Pro and iPhone 11 Pro Max models have accounted for 55 percent of pre-orders to date. By extension, that would mean the lower-priced iPhone 11 has comprised 45 percent of pre-orders. Kuo notes that shipment volumes of the higher-end OLED display models are "better than last year." A year ago, he estimated the iPhone XS and iPhone XS Max would account for a combined 40-45 percent of 2018 iPhone lineup shipments. While the iPhone 11 should be the best-selling iPhone of the 2019 lineup, Apple's push towards monthly installments like the iPhone Upgrade Program may be convincing more customers to opt for the higher-priced models, as the $999-plus price tags are less steep when they are spread out over two years. Apple no longer shares iPhone pre-order figures, nor has it ever disclosed iPhone sales on a model-by-model basis, so it is unclear how Kuo's "survey" results are determined, but Apple's online shipping estimates are one factor. In today's note, Kuo also reiterated that 2020 iPhones will feature 3D sensing time-of-flight rear cameras with 7P