Ming-Chi Kuo
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Ming-Chi Kuo Articles

Ming-Chi Kuo Says iPhone X Unlikely to Reach Supply-Demand Balance Until Next Year
While the iPhone X launches November 3, with pre-orders beginning October 27, reliable analyst Ming-Chi Kuo believes Apple's high-end smartphone won't achieve complete supply-demand equilibrium until next year.
In his latest research note with KGI Securities, obtained by MacRumors, Kuo said customer demand for the iPhone X won't be fully met until at least the first half of 2018 due to...
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Ming-Chi Kuo: iPhone X Production Currently Just <10K Units Per Day, Blush Gold Color May Launch Later
KGI Securities analyst Ming-Chi Kuo issued a research note to investors today in which he said Apple's current iPhone X production totals less than just 10,000 units per day. For this reason, Kuo anticipates the iPhone X will remain in "severe short supply for a while" following its expected launch later this month.
Kuo also anticipates that the so-called "Blush Gold" colored iPhone X will...

KGI: All iPhone X Colors Will Have Black Bezels to Ensure 'Better Aesthetic Design'
KGI Securities analyst Ming-Chi Kuo has a new prediction about how Apple will design the front of the "iPhone X." Kuo believes that no matter the color of the device's casing, the front bezels will be black. This will ensure "better aesthetic design," hiding the front-facing camera sensors on the iPhone X's notch, which would otherwise stand out as little black dots on a white bezel.
This...

Apple Watch Series 3 Unlikely to Support Direct Phone Calls, but VoIP Calling a Possibility
The third-generation Apple Watch, set to launch this fall with LTE support for the first time, is unlikely to support phone calls, KGI Securities analyst Ming-Chi Kuo told investors in a note shared this morning.
According to Kuo, while a voice service that replaces the iPhone's calling functionality is "feasible," he believes Apple must first work on improving the "user experience of data...

Apple Watch 3 Won't Have 'Obvious Change' to Form Factor, LTE to Be Main Selling Point
The third-generation Apple Watch, expected to be introduced alongside new iPhones this fall, does not feature an obvious change to form factor, according to KGI Securities analyst Ming-Chi Kuo.
In a new note shared with investors this afternoon, Kuo says LTE connectivity will be the main selling point of the new device.
The Apple Watch will keep the same two case sizes, 38mm and 42mm, and ...

All 2017 iPhones to Come in Only Three Colors, Launch Simultaneously in September
Apple's upcoming 2017 iPhones, including the "iPhone 8," the iPhone 7s, and the iPhone 7s Plus, will be available in just three colors -- black, silver, and gold -- according to a new investor note shared today by respectable KGI Securities analyst Ming-Chi Kuo.
Kuo previously said the iPhone 8 would be available in a limited number of colors, but made no mention of its two companion devices....

Apple Pressing LG to Add OLED Display Production for 2018 iPhone, Limiting Samsung's Leverage
Amid reports Apple is investing billions of dollars to help LG begin production of OLED displays for future iPhones, KGI Securities analyst Ming-Chi Kuo has issued a new report sharing his take on the situation.
According to Kuo, the OLED display panel for this year's "iPhone 8" has been the "single most troublesome component for Apple in terms of bargaining power," as Samsung is currently...

All 2017 iPhone Models Said to Include Standard 5W USB-A Adapter, With Wireless Charger Sold Separately
Well-regarded KGI Securities analyst Ming-Chi Kuo this morning released a note for investors in which he made 10 predictions related to the three iPhones slated for release in 2017, including the elimination of Touch ID in the "iPhone 8."
We've now gotten our hands on Kuo's full note, and it includes several additional details that were not covered in our original post.
iPhone 8 renders ...

Ming-Chi Kuo Predicts iPhone 8 Will Omit Touch ID Entirely, Come in Limited Color Options
KGI Securities analyst Ming-Chi Kuo today made ten predictions related to the 2017 debut of the "iPhone 8," "iPhone 7s," and "iPhone 7s Plus," which are expected to be announced in September and launch sometime afterwards (via StreetInsider).
Kuo's predictions today largely fall in line with all the rumors we've been hearing about the 2017 iPhones over the past few months, with a few new...

Ming-Chi Kuo Says Apple Likely to Unveil 10.5" iPad Pro and Touchscreen Siri Smart Speaker at WWDC
Prominent KGI Securities analyst Ming-Chi Kuo has released a "2017 WWDC highlights" report, outlining his expectations for next month's keynote event. While he expects the typical previews of the next versions of iOS, macOS, watchOS, and tvOS, he also predicts we will see several hardware-related announcements.
One major debut Kuo expects to see is the long-rumored 10.5-inch iPad Pro, which...

Severe Supply Shortages Again Rumored for iPhone 8 Due to Production Difficulties
There have been several rumors suggesting the upcoming OLED "iPhone 8" could potentially be delayed due to production delays, and in a new note to investors sent out today, KGI Securities analyst Ming-Chi Kuo reiterates his prediction that production ramp-up will be delayed.
According to Kuo, who titled his note "Rising probability of worst-case scenario for iPhone shipments," production...

Apple's Siri-Based Smart Speaker Has 'Over 50% Chance' of Debuting at WWDC in June
Apple's widely rumored Siri-based smart speaker and home hub has an "over 50 percent chance" of being announced at WWDC, scheduled for June 5-9, according to often-reliable Apple analyst Ming-Chi Kuo of KGI Securities.
The device is rumored to have a "Mac Pro-like" concave design (Image: iFunnyVlogger)
Kuo said Apple's smart home product will likely launch in the second half of 2017 and cost...

Ming-Chi Kuo Agrees iPhone 8 Will Launch in September With 'Severe' Shortages Due to Delayed Production
As more alleged design schematics and dummy models of the "iPhone 8" leak online, one of the biggest questions remains the smartphone's actual launch date. Although some industry sources believe the tenth-anniversary iPhone will still launch in September -- perhaps in very short supply -- Japanese site Mac Otakara earlier this year suggested the OLED iPhone 8 would launch "very much" behind the...

Ming-Chi Kuo Says All 2017 iPhones Will Have Lightning Connectors With USB-C Fast Charging
All three iPhones rumored to be launched in 2017 will retain Lightning connectors with the addition of USB-C Power Delivery for faster charging, including an all-new OLED model with a larger L-shaped battery and updated 4.7-inch and 5.5-inch models, according to KGI Securities analyst Ming-Chi Kuo.
An excerpt from his latest research note obtained by MacRumors:New 2H17 models may all support ...

iPhone 8 Will Include 'Revolutionary' Front Camera With 3D Sensing Abilities
The rumored "iPhone 8" with an edge-to-edge OLED display will gain a "revolutionary" front-facing camera system that consists of three modules that enable fully-featured 3D sensing capabilities, according to new predictions shared by KGI Securities analyst Ming-Chi Kuo. The upgraded camera system will be fueled by PrimeSense algorithms, which Apple acquired in 2013.
The three modules include ...

iPhone 8 to Feature 5.8-Inch OLED Display With 5.15-Inch Main Screen and Virtual Buttons Below
The upcoming 2017 iPhone will feature a 5.8-inch display with 5.15 inches of usable screen space according to new predictions shared by KGI Securities analyst Ming-Chi Kuo. Kuo believes the iPhone 8 will use a 5.8-inch OLED display panel, but that some space will be reserved for virtual buttons.
As has been rumored, the display is said to take up the entire front panel of the iPhone,...

iPhone 8 Said to Pack Battery Capacity of Current 5.5-Inch Model Into 4.7-Inch Form Factor
The so-called "iPhone 8" will adopt a higher-cost stacked logic board design to support longer battery life, according to KGI Securities analyst Ming-Chi Kuo.
Kuo said the stacked logic board, also known as a "substrate-like PCB mainboard," will result in the "iPhone 8" with an OLED display having similar dimensions to a 4.7-inch iPhone, yet comparable battery life to a 5.5-inch iPhone. He...

All Three New 2017 iPhones to Feature Wireless Charging
Apple is widely rumored to launch three new iPhones this year, and KGI Securities analyst Ming-Chi Kuo now claims that all of them will feature wireless charging.
iPhone 8 concept by UI/UX designer Moe Slah
Kuo said wireless charging increases the internal temperature of smartphones, so he expects the rumored iPhone 8 with an OLED display and glass casing to have a new 3D Touch module with...

Apple Exploring Two-Step Touch ID and Facial Recognition System for iPhone 8
Noted KGI Securities analyst Ming-Chi Kuo released a research report today in which he outlined further expectations for Apple's 2017 iPhone, including new biometric identification technology as well as the necessity of a new design to provide better structural support for a flexible OLED display with 3D Touch capability.
Apple may switch to a film sensor from the current FPCB sensor in order to ...

New 15-Inch MacBook Pro With Kaby Lake and 32GB of Desktop-Class RAM Coming Later This Year
Apple will release updated Mac notebooks with Intel's next-generation Kaby Lake processors later this year, according to the latest research note from KGI Securities analyst Ming-Chi Kuo.
Kuo said new 12-inch MacBook models with Kaby Lake processors will enter mass production in the early second quarter, which starts in March, and noted a 16GB of RAM option could be added—presumably as a...