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

Ming-Chi Kuo Says iPhone XR Demand Has Been Lower Than Expected, Slashes Shipment Estimates

iPhone XR demand has been lower than expected, according to Apple analyst Ming-Chi Kuo, who has slashed his overall iPhone shipment forecast by 20 percent for the first quarter of 2019. He now expects Apple to move 38-42 million iPhones in the quarter, down from his original estimate of 47-52 million. Kuo, in a research note with TF International Securities, obtained by MacRumors:We have reduced our 1Q19 iPhone shipment estimation by 20% to 38–42mn units (vs. our previous forecast of 47–52mn): We cut the 1Q19 iPhone shipment estimation again for the following reasons. (1) Lower-than-expected XR demand. We have reduced our 1Q19 XR shipment estimation to 15–20mn units vs. our previous forecast of 20–25mn units. (2) The increase in orders of legacy iPhone models cannot offset the decline of XR and XS series shipments because of the low season impact.Apple reported sales of 52.2 million iPhones in the first quarter of 2018, which corresponds with the second quarter of Apple's fiscal year, so as few as 38 million units in the first quarter of 2019 would be a significant year-over-year decline. For the iPhone XR in particular, Kuo has revised his shipment estimate to 15-20 million for the first quarter, down from 20-25 million. Kuo estimates annual iPhone shipments will fall between 205 million and 210 million in 2018, and based on that, forecasts that annual iPhone shipments in 2019 will decline up to 10 percent to a range of 188 million to 194 million. This would fall below Wall Street's consensus estimate of around 212 million units in 2019. While this news

Next-Gen AirPods to Spark Intense Competition in Smart Earbuds Market Next Year

Continuing improvements to Apple's popular AirPods wireless earphones will trigger an intense round of ear-device innovation and competition in 2019 as tech companies look to other avenues for growth amid declining smartphone sales, according to respected analyst Ming-Chi Kuo. In a research note published today and obtained by MacRumors, Kuo predicted that AirPods, which are the most successful current Apple product, will rapidly grow in popularity next year when upgraded models appear, with many brands to follow Apple's steps with their own competing products. Kuo also laid out how he expects the in-ear devices to evolve over the coming years in the context of Apple's ecosystem. We believe that the AirPods are more than just earbuds for Apple and will become increasingly important in Apple's ecosystem for the following reasons. (1) They increase the switching costs for users to Android from the iOS ecosystem. (2) This is an important device for voice assistant/AI services because it can easily enable the voice assistant. (3) The ear is a perfect sensing area for detecting various health data. It may integrate with the Apple Watch to offer better health management in the future.For an idea of the potential health integrations Apple has in mind for future AirPods, a new patent awarded to Apple on Tuesday (spotted by 9to5Mac) shows AirPod-like devices performing heart rate monitoring and taking body temperature measurements. With smartphone shipments slowing, more brand vendors are said to be paying attention to wireless earbud sales as a way to generate growth in

Kuo: AirPods With Wireless Charging Case Expected in Early 2019, All-New Model in Early 2020

In a brief research note highlighting Apple's suppliers for its popular AirPods wireless earphones, noted analyst Ming-Chi Kuo predicts that new AirPods with a wireless charging case will debut in the first quarter of 2019, with an "all-new design model" following in the first quarter of 2020. The updates are predicted to drive strong sales growth for the product. We attribute AirPods' dramatic growth (14–16mn, 26–28mn, 50–55mn, 70–80mn and 100–110mn units in 2017, 2018, 2019, 2020, and 2021, respectively) to 1) the upgraded model with wireless charging support to benefit shipments to launch in 1Q19, 2) the all-new design model to boost replacement demand to launch in 1Q20, 3) an innovative user experience, and 4) high integration with iOS and Mac products. In summary, AirPods is Apple's most popular accessory ever, and it currently has the best growth momentum among Apple products.Kuo notes that fewer than 5 percent of iPhone users currently own AirPods, and with over 1 billion iPhone users worldwide, there are "great potential growth opportunities" for the accessory. Nearly a year ago, Kuo predicted Apple would launch upgraded AirPods in the second half of 2018, but Apple's difficulties in bringing its AirPower charging mat to market have undoubtedly impacted its AirPods plans to some degree. Just ahead of Apple's October media event, Kuo noted he was uncertain about the timing for an AirPods update, indicating it could come late in the fourth quarter or early in the first quarter of

Ming-Chi Kuo Cuts iPhone XR Lifecycle Shipment Estimates by 30 Million

Noted analyst Ming-Chi Kuo has issued a new research note today, cutting his shipment estimates for the iPhone XR due to several factors. He believes that some of the decline will be offset by higher demand for iPhone XS and older "legacy" models, but he is still reducing his overall iPhone shipment forecasts by 15–20 percent for the first quarter of 2019. We have reduced our iPhone XR shipment estimation from 100mn units to 70mn during the new product lifecycle (4Q18–3Q19) for the following reasons: 1) Negative impacts on consumer confidence from the trade war, especially in the Chinese market, 2) expectations from more users for more affordable XR or the dual-camera and narrower bezel design to be provided at the current price level, and 3) competition from Huawei's Mate 20 series. We have reduced our XR shipment estimations for 4Q18, 1Q19, and 2Q19 by 30–35%, 25–30%, and 25–30% to 30–35, 20–25, and 10–15mn units, respectively.Kuo believes that iPhone shipments for the current quarter will be in the same 75–80 million range he previously predicted, while he has lowered his first-quarter estimate to 47–52 million from a previous range of 55–60 million. Kuo's prediction is somewhat curious given that he raised his early iPhone XR estimate a little less than a month ago and cited stronger demand than seen for the iPhone 8 last year with the potential for more stable demand over time. Apple's stock price is down over 4 percent today, outpacing broader market declines and falling to its lowest point since the end of

Kuo: 2019 iPhones to Adopt New MPI Antenna Technology, Combined With Existing LCP Components

Apple analyst Ming-Chi Kuo published a new report over the weekend, related to the introduction of new antenna technology that could be coming in next year's iPhone lineup. According to the analyst, Modified PI (MPI) will replace Liquid Crystal Polymer (LCP) to become the mainstream antenna technology for the 2019 iPhones, but LCP will still be found in the smartphones. Kuo says that complicated production processes of LCP and Apple's lower bargaining power against LCP material suppliers will contribute to this change. LCP is also said to be more brittle and as such unfavorable for module production yield rate, so improving these rates has the chance to lower the antenna's performance based on current technology limitations. In total, Kuo believes that there will be a mix of LCP and MPI antennae in the upcoming 6.5-inch, 5.8-inch, and 6.1-inch iPhone models for 2019: four MPI antennae and two LCP antennae. Currently, the iPhone XS, XS Max, and XR are equipped with six LCP antennae. With the switch, LCP shipments for the new iPhones in 2019 will decrease by at least 70 percent year-on-year. As we enter the era of 5G, Kuo estimates that both MPI and LCP "will coexist" during the transition to the new wireless communications standard. While the market is reportedly confident that the coming 5G era will boost LCP materials growth, Kuo says this expectation may be corrected because many mid-range and low-end smartphones will likely switch to MPI antennae during the transition from 4G to 5G. Besides antennae, current rumors for the 2019 iPhones again predict three

2019 iPhones to Feature Upgraded Face ID Camera System

Apple's 2019 iPhones will come equipped with an upgraded Face ID camera system, according to a new note to investors from often reliable Apple analyst Ming-Chi Kuo. According to Kuo, next-generation iPhones will feature a new flood illuminator that will improve Face ID by lowering the impact of invisible light from the environment. Kuo believes the upgraded sensor will be included in all 2019 iPhone models, which he has previously said will again consist of two OLED iPhones and one LCD iPhone. We believe that Apple will raise the output power of the flood illuminator VCSEL to lower the impacts from invisible lights of environment in order to improve the Face ID user experience. The higher power VCSEL with higher ASP needs increased requirements of design and production, increased materials for array design, and longer testing times. Therefore, the VCSEL supply chain can add higher value.Kuo's note also suggests a Time of Flight (ToF) 3D camera will be introduced in iPad models in late 2019 or early 2020, and could expand to the iPhone in the second half of 2020. He continues to believe that Apple has no plans to adopt ToF in 2019. According to Kuo, a ToF 3D camera would allow for 3D models to be captured via the iPad and then edited with the Apple Pencil for an "all-new productivity experience." On the iPhone, eventual ToF support will allow for new AR experiences and improved photo quality.We give a greater than 50% probability that the new iPad in 4Q19/1Q20 may adopt ToF (our previous forecast that the 2H19 new iPhone will not adopt ToF remains unchanged). We

Kuo: New iPad Mini Coming as Soon as Next Week's Event, AirPower in Late 2018/Early 2019

Ahead of Apple's October 30th event, respected Apple analyst Ming-Chi Kuo shared some details about what we can expect to see Apple to unveil during the event as well as information on other products that we might see from Apple in late 2018 or early 2019. Kuo has several interesting predictions, including an updated iPad mini and details on the launch of the AirPower. iPad Pro Kuo says that we can expect to see two new iPad Pro models that are equipped with USB-C, improved displays, and an Apple Pencil with a new design. Further details were not shared on what improvements to expect with the displays or what a redesigned Apple Pencil might look like. All of these features have been previously rumored for Apple's upcoming iPad Pro models, which are also expected to feature Face ID, edge to edge screens, and no Home button. iPad mini Kuo says that Apple will launch a new version of the iPad mini, which has not seen an update in several years. Kuo says the device will feature an upgraded processor and a lower-cost panel. Kuo does not know, however, if Apple will announce it during the media event or launch it sometime later in the year/early next year, but if an updated model is in the works, it makes sense for it to launch alongside the iPad Pro. Mac models At Apple's event, we can expect to see several Mac updates with upgraded processors and other internal improvements. Kuo says we can count on a new low-cost notebook and updates to the MacBook, iMac, and Mac mini. AirPower and AirPods According to Kuo, Apple could launch new AirPods and the

Kuo: iPhone XR Pre-Order Demand Over First Weekend Exceeded That of iPhone 8 and iPhone 8 Plus

iPhone XR pre-order demand in the first three days of the device's availability was "better than that" of the iPhone 8 and iPhone 8 Plus during the same period last year, according to Apple analyst Ming-Chi Kuo. In a research note obtained by MacRumors, Kuo said that although pre-order demand immediately after launch has been lower for the iPhone XR versus the flagship iPhone XS models, overall iPhone XR shipment momentum is "more stable" because it will drive more customers to upgrade than the iPhone 8 series over time. Kuo added that iPhone XR shipping estimates on Apple.com (many models remain available for launch day delivery on Friday) do not indicate exact demand, as the type of customers interested in the device are more general users, with many ordering through carriers to take advantage of promotions. An excerpt from Kuo's research note with TF International Securities:We are not surprised that XR's initial delivery times are shorter than those of the iPhone XS series after pre-order open given that XS and XR have different target customers. The former's target customers are Apple fans, who snap up new models rapidly after the pre-order open. The latter's are general users who are used to operating iOS with characteristics including favoring the Apple brand, limited budget, or no urgent replacement demand.Some other analysts had expressed concerns that the iPhone XR's strong availability implied weak sales of the $749 handset. Kuo already predicted that iPhone XR demand would be higher than that for the iPhone 8 series last year in a research note

Kuo: Apple to Maintain Same iPhone Mix in 2019 With 5.8 and 6.5-Inch OLED iPhones, 6.1-Inch LCD

Apple analyst Ming-Chi Kuo, who often accurately predicts Apple's future device plans, believes the company will continue to offer three iPhones in 2019 with the same general lineup seen in 2018. In a note to investors about Apple supplier Luxshare's predicted market share released this morning, Kuo included a chart that suggests Apple will continue to offer 5.8 and 6.5-inch OLED iPhones in 2019, along with one 6.1-inch LCD model. That's the same lineup used this year, which consists of the 5.8 and 6.5-inch OLED iPhone XS and XS Max and the 6.1-inch iPhone XR. Rumors about the 2019 iPhones have been circulating for a few months now, but this is the first time that we've heard specific details on the number of devices we can expect to see in 2019 and their screen sizes. Given that 2018 is sort of an "S" upgrade year with no major changes to the iPhone X design introduced in 2017, there was a possibility that Apple could condense its iPhone lineup or introduce new screen sizes, but it looks like we may be sticking with the current lineup for at least another year. Other 2019 iPhone rumors have suggested the upcoming iPhones will adopt faster, more efficient A13 chips from TSMC, triple lens rear camera systems, revamped front-facing TrueDepth camera systems, and perhaps support for the Apple Pencil. Details about all of the rumors we've heard about the new devices so far can be found in our 2019 iPhones roundup.

Kuo Predicts 'Better Than Expected' Replacement Demand for iPhone XR, Raises Shipment Forecasts

Demand for the iPhone XR will be higher than demand for the iPhone 8 last year, Apple analyst Ming-Chi Kuo reiterated in a note to investors this morning. Kuo is predicting better than expected replacement demand for iPhone XR along with improved supply starting in October, leading him to revise his predicted shipment estimates. Apple is now expected to ship 36 to 38 million iPhone XR units in the fourth quarter of 2018, up 10 percent from an original estimate of 33 to 35 million units. As he said last week in a note about the XR driving upgrades in China, Kuo is expecting the iPhone XR to outsell the iPhone 8 because of its larger display, longer battery life, dual-SIM support, and new form factor design. With the revised XR shipment expectations, Kuo believes Apple will ship a total of 75 to 80 million iPhone units during 4Q2018. iPhone XR shipments are also expected to be up in the first quarter of 2019, a historically slow quarter for Apple. Quarter over quarter decline is expected to be at 25 to 30 percent instead of 45 to 50 percent for iPhone 8.We expect XR shipments to beat low seasonality in 1Q19. We forecast that XR shipments in 1Q19 will decline 25-30% QoQ to 27-30mn units, and we attribute the lower XR shipment QoQ decline, compared with general consumer electronics and smartphones' 30-40% QoQ decline, to better replacement demand and production delay. Also, XR's shipment QoQ decline in 1Q19 will be better than the iPhone 8 series' 45-50% in 1Q18.Total iPhone shipments in the first quarter of 2019 are expected to grow by 10 percent

Kuo: 2019 iPhones to Have Same Water Resistance as iPhone XS and iPhone XS Max

While the iPhone XS and iPhone XS Max became available to order less than a month ago, the rumor mill is already looking ahead to next year. In a research note to investors, shared by the Taiwanese publication Economic Daily News, Apple analyst Ming-Chi Kuo said 2019 iPhones will have the same IP68-rated water resistance as the iPhone XS and iPhone XS Max. Both devices are water resistant up to a depth of two meters for up to 30 minutes. Kuo said that "the new iPhone waterproof specifications will remain unchanged next year," according to a translated version of the report. IP codes refer to the degree of protection an iPhone has against dust and liquid. The "6" means the iPhone XS and iPhone XS Max are dustproof, while the "8" represents the highest level of liquid resistance. IP68 is effectively the highest rating iPhones can achieve under the IP code standard, but there is no limit on conditions like water depth and pressure. 2019 iPhones could have had IP68-rated water resistance up to three meters, for example, but that will not be the case according to Kuo. This isn't really bad news, as YouTubers have subjected the iPhone XS and iPhone XS Max to a variety of extreme underwater tests, and the devices have generally remained functional. That doesn't mean you should go swimming with your bare iPhone, however, as liquid damage is only covered with AppleCare+. All in all, this is a relatively minor data point about 2019 iPhones, but one to add to the list as we continue to learn about next year's

Kuo: Apple Has Opportunity With iPhone XR in China as Chinese Rivals Face 'Lower Than Expected' Demand

In a research note obtained by MacRumors, Apple analyst Ming-Chi Kuo said cumulative smartphone shipments from four major brands on the Chinese market, including Huawei, Oppo, Vivo, and Xiaomi, declined 10 percent on a year-over-year basis during China's Golden Week, a national holiday and major sales period. iPhone XR in (PRODUCT)RED Kuo, writing on behalf of research firm TF International Securities, said the estimated 6.5-7 million shipments during Golden Week were "lower than expected." He called Huawei the "major winner" as the only brand with a year-over-year increase in shipments during the October 1-7 holiday. The well-known analyst attributed the year-over-year decline to a lack of innovative selling points among Chinese-brand smartphones. Kuo is positive on the trends of triple-lens cameras and fingerprint sensors under the display in smartphones, but said only limited models currently support both functions. Kuo also cautioned that the US-China trade war "may be affecting consumer confidence, which makes the replacement cycle longer." A third reason is that some consumers—particularly existing iPhone owners—will opt for more affordable legacy iPhone models or wait for the iPhone XR, according to Kuo, who expects replacement demands for the iPhone XR in China will be better than last year's demand for the iPhone 8 and iPhone 8 Plus. Extrapolating from Golden Week, Kuo said smartphone shipments in China in 2018 as a whole may be "lower than expected." He estimates shipments may decline 10-15 percent to 410 million units on a year-over-year

Kuo: iPhone XS Max Significantly Outselling iPhone XS, 256GB Most Popular, 512GB Subject to Serious Shortage

In a research note obtained by MacRumors today, Apple analyst Ming-Chi Kuo has provided launch-weekend takeaways for the iPhone XS, iPhone XS Max, and Apple Watch Series 4, all of which went on sale Friday. Kuo says that iPhone XS Max demand is "better than expected," with the 6.5-inch model outselling the iPhone XS by three to four times. He says the 256GB storage option is most popular, with the 512GB configuration subject to a "serious shortage" due to Samsung being the only reliable supplier.We have determined that the demand for XS Max is better than expected (3–4 times that of XS). The gold and space-grey colors are significantly more popular than the silver. 256GB is the most popular, and 512GB is subject to a serious shortage because only Samsung can currently ship NAND Flash well. We are positive that XS Max shipments will grow steadily in 4Q18 thanks to demand from Asia market and the gift season.The well-known analyst believes Apple Watch Series 4 demand is "much better than expected," with supplies likely to remain tight until Compal begins mass production starting from November, as a secondary supplier alongside Quanta.Apple Watch Series 4 demand is much better than expected. The capacity of the assembler Quanta is full already; therefore, the supply cannot improve significantly until second supplier Compal's mass production for Apple Watch Series 4 starting from November. We have increased the Apple Watch shipment forecast in 2018 from 18mn to 18.5–19.5mn units.Kuo believes the iPhone XR will be a hot seller, with more customers upgrading to that model

Kuo: Apple Watch Series 4 Pre-Orders Above Expectations, iPhone XS Seeing Lackluster Demand

Apple analyst Ming-Chi Kuo has issued a research note today, obtained by MacRumors, outlining his opinions about first-weekend pre-orders for the iPhone XS, iPhone XS Max, and Apple Watch Series 4. Kuo says Apple Watch Series 4 pre-orders have been "better than expected," as a result of new innovative functions, such as electrocardiogram support. He predicts Apple Watch shipments will reach 18 million units in 2018, with the Series 4 lineup accounting for 50 to 55 percent of those orders. If the ECG support expands to more countries, Kuo believes the Series 4 lineup could see even stronger shipment momentum. In contrast, Kuo says iPhone XS pre-orders are "lower-than-expected," as customers opt for the iPhone XS Max or wait for the iPhone XR. Kuo has lowered his forecast for iPhone XS orders, believing the model will account for only 10 to 15 percent of shipments of the new 2018 iPhones, down from 15 to 20 percent. Kuo says iPhone XS Max pre-orders have been in line with expectations, signifying the success of Apple's high-pricing strategy:There is strong Chinese demand thanks to the gold casing, dual-SIM, and large display. The XS Max average shipping time is shorter than the 2H17 iPhone X (1–2 weeks vs. 2–3 weeks), which we think is due to supply improvements. We maintain our forecasts that the XS Max will account for 25–30% of 2H18 new iPhone model shipments.Kuo sees a positive outlook for the iPhone XR, available to pre-order October 19, given its lower pricing and dual-SIM support in China. The well-known analyst increased his forecast for iPhone XR

Kuo: 2019 iPhones Unlikely to Feature Time-of-Flight 3D Sensor in Rear Camera

Looking ahead to next year, Ming-Chi Kuo believes that contrary to some analysts' expectations, Apple is unlikely to integrate a time-of-flight (ToF) depth sensing system in the rear camera of its 2019 iPhones. Reports of Apple including rear-facing 3D sensing capabilities in its 2019 iPhone lineup first began appearing last year. At the time, Apple was said to be evaluating a ToF approach, which is different from the one it currently uses in the TrueDepth sensor system on the front of the iPhone X. TrueDepth relies on a structured-light technique that projects a pattern of 30,000 laser dots onto a user's face and measures the distortion to generate an accurate 3D image for authentication. By contrast, ToF calculates the time it takes for a laser to bounce off surrounding objects to create a 3D image of the environment. However, in a note to investors this morning, obtained by MacRumors, Kuo said that the company would not use a rear-side application of ToF technology in next year's smartphone lineup for two reasons. First, the distance and depth information provided by rear-side ToF is currently insufficient for creating the "revolutionary AR experience" that Apple ultimately wants to develop. Kuo believes that in addition to camera distance/depth data, the complete AR ecosystem Apple is aiming for requires 5G connectivity, augmented-reality glasses, and a "more powerful Apple Map database," which is presumably a reference to Apple's efforts to enhance Maps with augmented reality features. Second, the addition of rear-side ToF would do little to

Kuo: USB-C on 2018 iPad Pro, Touch ID on 2018 MacBook, EKG and Ceramic Backs on All Apple Watch Series 4 Models, More

Apple analyst Ming-Chi Kuo has issued a new research note today, obtained by MacRumors, that outlines several predictions about Apple's upcoming products, including new iPhone, iPad Pro, Apple Watch, and MacBook models. Kuo expects Apple to replace Lightning with a USB-C interface on 2018 iPad Pro models, with an 18W power adapter in the box. That sure sounds like the next iPad Pro will have a USB-C port, instead of a Lightning connector, but to play devil's advocate, there's a chance he is just referring to a USB-C charger.In addition to Face ID support, we expect the new iPad Pro models' main upgrade to include replacing Lightning with a USB-C interface and bundling with a new unibody design 18W power adapter, which cancels the removable plug design…Kuo adds that 2018 iPhone models will retain the Lightning connector and remain bundled with a 5W power adapter, not the widely rumored 18W power adapter with a USB-C port, which could be for 2018 iPad Pro models after all. His research note with TF International Securities adds that Apple's widely anticipated lower-priced MacBook may replace the current 12-inch MacBook. Again, the wording is somewhat ambiguous, so it's unclear if Kuo means the 12-inch MacBook will be refreshed, or if it will be entirely replaced. Kuo expects the new lower-priced MacBook to support Touch ID fingerprint authentication, but without a full-out Touch Bar, which remains exclusive to select 13- and 15-inch models of the 2016 and later MacBoo

Apple's 2019 iPhones Won't Adopt Fingerprint on Display Technology

Apple doesn't plan to return to fingerprint recognition for biometric authentication features with its 2019 iPhone lineup, according to a new note to investors shared this morning by Apple analyst Ming-Chi Kuo. Kuo does not expect Apple's 2019 iPhones to support fingerprint on display technology, which would allow the iPhone to read a fingerprint through its display, doing away with the need for a physical Home button. Instead, Apple is likely to continue to use the TrueDepth Camera System for Face ID as a biometric authentication method in the iPhone and other devices. According to Kuo, Android manufacturers are keen to adopt fingerprint on display technology as a way to differentiate their devices from the iPhone.All main Android brands currently treat FOD as the important function to differentiate themselves from iPhone (we expect 2H19 iPhone models will not support FOD). The reasons are as follows: (1) The user feedback on the iPhone is lower than expected. (2) The user feedback on the first FOD smartphone, Vivo's X21 FOD version, is higher than expected, and (3) FOD is the best fingerprint recognition solution for the full-screen design which is necessary for a high-end smartphone.Kuo last year said that Android manufacturers were several years away from matching the iPhone's advanced Face ID technology. Companies like Samsung have adopted facial recognition, but not a secure 3D version like Apple has implemented, which is likely another reason Android manufacturers are focusing on fingerprint on display technology. Over the course of the next year,

Samsung Expected to Match 2018 iPhone Sizes With Galaxy S10 Lineup

Apple is widely rumored to introduce a trio of new iPhones in September, including a second-generation 5.8-inch iPhone X, a larger 6.46-inch version dubbed iPhone X Plus, and a 6.1-inch model with only some iPhone X features. Galaxy S9 Perhaps inspired by those plans, respected analyst Ming-Chi Kuo claims that Samsung will follow suit with its Galaxy S10 lineup next year, including 5.8-inch, 6.1-inch, and 6.4-inch models. Kuo outlined his predictions in his latest research note with TF International Securities, seen by Business Insider. Kuo notes that the 6.1-inch and 6.4-inch models will be equipped with an ultrasonic fingerprint scanner built into the display, a feature that Apple decided against on the iPhone X. The technology will also be built into the Galaxy Note 10 later in 2019, according to his research note. Kuo's prediction will surely reignite a long-standing debate about Samsung copying Apple, just weeks after the two companies settled a seven-year-long lawsuit in which Samsung was found guilty of copying the iPhone's design. Korean website The Bell previously reported that one of the Galaxy S10 models will be a lower-cost option, in line with the rumored 6.1-inch iPhone, which is expected to have some iPhone X features like Face ID, and an edge-to-edge display with a notch, but lack others, like an OLED display. The lower-cost Galaxy S10 will also have tradeoffs, such as a fingerprint scanner built into the edge of the device, according to Kuo. The Bell also said the Galaxy S10+ will feature five camera lenses: three on the back, and two on

Ming-Chi Kuo Says 2018 iPhone Lineup Will Have New Colors, Including Gold, Red, Blue, and Orange

Apple is widely rumored to release a trio of new iPhones in 2018, including a second-generation iPhone X, a larger 6.5-inch version dubbed the iPhone X Plus, and an all-new 6.1-inch model with some iPhone X features, but not all, at a lower price point of around $600 to $700 in the United States. While the current iPhone X is limited to Space Gray and Silver, well-connected Apple analyst Ming-Chi Kuo believes at least two of the new iPhone models in the 2018 lineup will be available in additional colors. In a research note with TF Securities, obtained by MacRumors, Kuo said the second-generation iPhone X will be available in Black, White, and Gold, while the 6.1-inch model is said to come in a wide array of colors, including red, blue, orange, gray, and white. An excerpt from the note follows.We expect the demands for the new 6.5" OLED iPhone will be better than iPhone X because of similar or lower price but with larger display, dual-sim dual-standby (DSDS), and three possible casing colors (black, white, and gold). The new 6.1" LCD iPhone is expected to boost better-replacement demands than iPhone 8/8s did due to being equipped with full-screen, Face ID, selling price lower than $700 USD, DSDS and five possible casing colors (grey, white, blue, red, and orange).The current iPhone X was already expected to come in gold, but Kuo previously said Apple faced manufacturing challenges with the color, likely related to difficulties anodizing the stainless steel frame to be gold. We know that Apple did at least prototype a gold iPhone X, as seen in regulatory photos

Kuo Details 2018, 2019 iPhones, Expects Cheaper MacBook Air, Face ID iPads, and Larger-Screen Apple Watches Later This Year

Apple analyst Ming-Chi Kuo, who now works at research firm TF International Securities, has issued a new research note today with a wealth of information about Apple's upcoming products and the company's overall outlook. Highlights from the research note, obtained by MacRumors:Kuo believes 2019 iPhones will have "marked innovations," but notes it could take until September or October of this year at the earliest until the exact designs and features become clearer. Nevertheless, among new iPhones introduced in 2019, Kuo expects shipments of LCD-based models to outpace models with OLED displays. He also notes that, if any 2019 iPhones have triple-lens rear cameras, it would unsurprisingly benefit camera-related companies in Apple's supply chain. In the second half of 2018, Kuo still expects the releases of new iPad models equipped with Face ID, a new lower-price MacBook Air, and new Apple Watch models equipped with larger displays. Kuo also still expects three new iPhones in 2018: a second-generation iPhone X, a larger 6.5-inch version dubbed the iPhone X Plus, and a 6.1-inch version that will essentially be a budget iPhone X. Kuo expects the 6.1-inch iPhone to be available in stores in September of this year, despite entering mass production later than the second-generation iPhone X and so-called iPhone X Plus. This means all three new iPhones in 2018 will be both announced and released in September. Kuo believes the 6.1-inch iPhone will incentivize customers with older iPhones to upgrade due to it being equipped with similar features as the iPhone X and at a more