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: iPhone SE 2 Launch Still Planned for First Half of 2020 Despite Coronavirus Outbreak

We've been hearing for some time that Apple is planning to launch a new low-cost iPhone based on the iPhone 8, but with upgraded internals. This device has been referred to in rumors as the "iPhone SE 2" or "iPhone 9," although concerns over the impact of the Wuhan coronavirus on production have raised some questions about timing for the launch. In a new research note seen by MacRumors, noted analyst Ming-Chi Kuo briefly mentions that the ‌iPhone SE 2‌ is still expected to launch in the first half of this year. The mention comes in a larger report about smartphone camera lens suppliers, with Kuo noting that the ‌iPhone SE 2‌ will not include a 7-element plastic (7P) lens, and so will not contribute toward shipments of those advanced lenses.Because Apple expects that the new ‌iPhone‌ SE2 released in 1H20 will not use a 7P lens, it will not help the 7P lens shipment momentum.It's unsurprising that the ‌iPhone SE 2‌ won't include a 7P lens, as the ‌iPhone 8‌ includes a 6P rear camera lens. With Apple looking to keep pricing on the new phone as low as possible, it will almost certainly be reusing components wherever possible, with the exception of key performance-related components like the A-series chip, which is rumored to move from the A11 chip in the ‌iPhone 8‌ to Apple's latest A13 chip. A separate report today claims that an update to Apple's iPad Pro lineup is expected "around March," so it's possible we could see a media event next month for Apple to introduce several new

Kuo Warns of Delays and Low Labor Return Rates at Apple Supplier Factories in China Due to Coronavirus [Updated]

Apple analyst Ming-Chi Kuo today sent out a note to investors warning them to pay close attention to the epidemic changes of the coronavirus outbreak in China as it is impacting Foxconn, Pegatron, and other Apple suppliers. In the note, Kuo outlines the status of several major Apple suppliers as workers prepare to return to factories to resume production on Apple products. Foxconn's Zhengzhou site, which Kuo says is the most critical production site for the iPhone 11 and the upcoming low-cost iPhone, is seeing significant delays. Foxconn originally planned to resume work on February 2, but that has been postponed by at least one week. Kuo estimates that the labor return rate will be 40 to 60 percent of what it was prior to the Lunar New Year holiday when the facility reopens. Work at Foxconn's Shenzhen location focuses on the new 2020 iPhones, and the development team there, which accounts for 30 percent of total manpower, did not take a break during the holiday. Kuo says the plan initially filled other manpower gaps, but it has been postponed for at least a week. Labor return rates are estimated at 30 to 50 percent. Foxconn has moved production equipment to its sites in Taiyuan and India because of the delays in China, but production capacities are limited in those locations. A report yesterday suggested that Chinese health officials had denied Foxconn's plans to reopen its factories after conducting on-site inspections and finding fault with poor airflow and the use of central air conditioning, but Chinese authorities in a statement today said that they

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

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 the iPhone 8, was rumored to enter mass production in February ahead of a March release. Apple could still announce the device in March, but initial supply could be limited until production can ramp up. In his research note with TF International Securities, seen by MacRumors, Kuo added that smartphone shipments in the Chinese market declined by 50-60 percent year-over-year during the Chinese New Year holiday period, possibly due to declining consumer confidence in the country stemming from the coronavirus outbreak. Out of an abundance of caution, Apple said it has closed all of its corporate offices, stores, and contact centers in mainland China through at least February 9 due to the coronavirus outbreak. Earlier this week, the World Health Organization declared the Wuhan coronavirus outbreak a global public health emergency. More information about the virus and how to protect yourself is available on its website.

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

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 ID, allowing it to have a nearly edge-to-edge design with a smaller notch. Kuo said the fingerprint solution will be capacitive and sport a "new design" for an improved user experience, but he did not elaborate. Last month, Kuo claimed that the so-called "iPhone SE 2 Plus" will feature a 5.5-inch or 6.1-inch display, suggesting that its size will fall somewhere between the iPhone 8 Plus and the iPhone 11. The device could complement higher-end iPhones with both Face ID and under-display Touch ID in Apple's 2021 lineup.

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

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 forecast that Apple's major new hardware products in 1H20 include the 4.7-inch LCD iPhone, iPad Pro, MacBook Pro/Air, smaller wireless charging mat, UWB tag, and a high-end Bluetooth headphone," wrote Kuo in a research note with TF International Securities, a copy of which was seen by MacRumors. Our insight on these products:4.7-inch iPhone: Apple is widely rumored to be planning to release a new low-cost iPhone with a similar design as the iPhone 8, including a 4.7-inch LCD display and a Touch ID home button, but with a faster A13 chip and 3GB of RAM. The device is expected to launch by the end of March, with pricing predicted to start at around $399 in the United States. iPad Pro refresh: New models with a triple-lens rear camera system that supports 3D sensing for augmented reality are expected to be unveiled as early as March. MacBook Pro/Air refresh: It is unclear if Kuo is referring to the possibility of either a new MacBook Pro or MacBook Air or both, but previous rumors suggest that a 13-inch MacBook Pro with a scissor switch-based Magic Keyboard will launch in the first half of 2020, following in the footsteps of the 16-inch MacBook Pro last October. Apple last refreshed

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