Ming-Chi Kuo
By MacRumors Staff
Ming-Chi Kuo Articles

Apple Predicted to Launch Apple Watch Sport in Yellow & Rose Gold, New iMacs & iPad Mini Later This Year
In a new research note outlining his predictions for Apple's recently completed financial quarter and beyond, KGI Securities analyst Ming-Chi Kuo shares his thinking about some of Apple's upcoming product plans that will provide sales momentum in the latter portion of the year.
- Apple Watch: Kuo remains conservative about the Apple Watch, pegging Apple's second quarter shipments at roughly...
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Next-Generation iPhone Again Rumored to Adopt 7000 Series Aluminum
KGI Securities analyst Ming-Chi Kuo has issued a note to investors, a copy of which was obtained by Japanese blog Mac Otakara, in which he corroborates rumors that the next-generation iPhone will adopt 7000 Series aluminum as used in the Apple Watch Sport. Kuo also claimed that Apple will retain the same design as the iPhone 6, although the smartphone may have slightly different dimensions....

Apple Could Unveil Next iPhones in August, Launch to Follow in September
KGI Securities analyst Ming-Chi Kuo, who has a respectable track record at reporting on Apple's upcoming product plans, has issued a research note to clients that claims Apple will announce its next iPhones in August ahead of a September launch.
Apple has never unveiled an iPhone in August, having introduced early iPhone models at or around WWDC in June, the iPhone 4s in October 2011 and all...

Apple Watch Demand Flattening as 42mm Models Estimated to Represent Over 80% of Orders
KGI Securities analyst Ming-Chi Kuo issued a note to investors today that claims Apple Watch demand may be slowing down, resulting in shipment forecasts being revised down by 20% to 30% to 5-6 million units in the third quarter.
Kuo expects total Apple Watch shipments to fall within the 15 million range for the 2015 fiscal year, lower than the consensus of 20-30 million units, but remains...

Next A9-Based iPhone Predicted to Have 12MP Camera, 2GB RAM, Rose Gold and More, Mass Production in August
KGI Securities analyst Ming-Chi Kuo, who has a respectable track record at reporting on Apple's upcoming product plans, issued a note to investors today that offers eleven predictions for the next-generation iPhone in 2015. Kuo expects the new 4.7-inch and 5.5-inch iPhones to enter mass production in mid-to-late August, and does not believe that a new 4-inch iPhone model will be released in 2015.
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Apple Unlikely to Release New 4-Inch iPhone This Year, New Low-End Model Expected in 2016
KGI Securities analyst Ming-Chi Kuo issued a note to investors on Wednesday, a copy of which was obtained by MacRumors, reiterating that Apple is unlikely to launch a new 4-inch iPhone this year. Kuo, who has a respectable track record at reporting on Apple's upcoming product plans, added that Apple will instead likely release a new 4-inch iPhone with Apple Pay compatibility in 2016."iPhone 5S...

TSMC May Supply 30% of A9 Chip Orders for Next-Generation iPhone
Earlier this month, a report indicated that Samsung would produce the A9 chip for the next-generation iPhone. Now, KGI Securities analyst Ming-Chi Kuo, a reliable source on Apple's future plans, says that he expects Taiwan Semiconductor Manufacturing Company (TSMC) to supply 30% of the chip orders for the next-generation iPhone. This is the latest turn in what has become a back-and-forth affair...

Ming-Chi Kuo: Global Apple Watch Pre-Orders Exceed 2.3 Million Units
KGI Securities analyst Ming-Chi Kuo, who has a respectable track record at reporting on Apple, has issued a new note to investors estimating that global pre-orders for Apple Watch has exceeded 2.3 million units. Previously, a study from Slice Intelligence estimated that there were 1 million Apple Watch pre-orders in the United States.
We estimate production of Apple Watch around 2.3mn units...

iPhone's Force Touch Tech May Track Contact Area Instead of Pressure, New 4" Model Unlikely in 2015
KGI Securities analyst Ming-Chi Kuo, who has a respectable track record at reporting on Apple's upcoming plans, issued a note to investors on Thursday that claims the next-generation iPhone will have a FPC-made capacitive Force Touch sensor under the backlight, laminated with metal shielding. Kuo adds that the change may be significant enough for Apple to call its next iPhone the "iPhone 7"...

Apple Watch May Gain Additional Casing Material Options Later This Year
KGI Securities analyst Ming-Chi Kuo, who has a good track record in providing information on yet-to-be released Apple products, today released a report predicting that up to three new casing options for the Apple Watch will launch sometime this fall.
Kuo points out that the Apple Watch's sale momentum could stall entering the fourth quarter of the year, and thinks the release of new casing...

Next-Generation iPhone Said to Feature Upgraded Touch ID With Reduced Errors
KGI Securities analyst Ming-Chi Kuo, who has provided reliable information about Apple's upcoming product plans in the past, claims that Apple's next-generation iPhone will feature an upgraded Touch ID module with reduced reading errors for an improved and safer Apple Pay experience."We think the new iPhone,expected to launch in 3Q15, will be equipped with an upgraded Touch ID module, with which...

Apple Reported to Begin Shipping Apple Watch in March, 12-Inch MacBook Air in Early 2015
Apple will begin shipping the Apple Watch in March and will also look to launch its new 12-inch MacBook Air during this quarter, according to a new report by KGI Securities analyst Ming Chi Kuo. The analyst also predicted that iPhone shipments would beat expectations for Q1 2015 with over 61 million units shipped, while iPad shipments are expected to total to 10 million units.
Kuo notes...

Apple Predicted to Launch Optional Stylus Accessory Alongside 12.9-Inch 'iPad Pro'
KGI Securities analyst Ming-Chi Kuo is back with another report outlining his belief that Apple will launch a stylus as an optional accessory for the company's rumored 12.9-inch "iPad Pro". With the new iPad's larger screen, it will likely prove popular with enterprise and creative users who tend to have more need for a stylus and Kuo believes Apple will fill that need with an in-house solution.Gi...

Apple Diversifies Chip Orders for iOS Device and Apple Watch Amid Predictions of ARM Macs
KGI Securities analyst Ming-Chi Kuo, who has frequently offered accurate information on Apple's product plans based on supply chain information, has released a new report outlining his expectations for the company's chips over the next several years. Kuo highlights a diversified supplier lineup for Apple's A-series chips used in its iOS devices, with TSMC, Samsung, and GlobalFoundries all...

iPhone Shipments Expected to Rise to 71.5 Million Units in Q4 2014, Drop to 49.4 Million Units in Q1 2015
Shipments of Apple's iPhone are expected to surge to 71.5 million units in Q4 2014 before the company decreases shipments to an estimated 49.4 million units in Q1 2015, according to a new report from KGI Securities analyst Ming-Chi Kuo. The analyst estimates that the iPhone 6 and 6 Plus will account for nearly 57 million of the fourth-quarter number and that the iPhone 5c and iPhone 4S will...

12.9-Inch 'iPad Pro' Production Rumored for Q2 2015 Amid Manufacturing Difficulties
Apple's 12.9-inch "iPad Pro" may not enter mass production until the second quarter of 2015, according to new predictions from often-reliable KGI Securities analyst Ming-Chi Kuo. He believes that the iPad Pro will use an oxide panel to achieve a "high resolution, quick response, and high color saturation," and that the time needed for component yield and assembly to improve will push back...

Initial iPad Air 2 Supplies May Be Limited, 27-Inch Retina Display iMac Launching by End of 2014
Just about a day before Apple's October 16 media event, KGI Securities analyst Ming-Chi Kuo has issued a new report, saying that he expects supplies of iPad Air 2s to be constrained. His report also suggests that the 27-inch Retina Display iMac will have shipments begin before the end of the year and reiterates that the new iPad minis won't be a significant upgrade.
Of the new products, we...

Apple Said to Upgrade iPad Air With Gold Option and Anti-Reflective Laminated Display
In a bit of a surprise prediction, Apple may use its upcoming September 9 event to introduce the iPad Air 2 along with the iPhone 6 and iWatch, claims KGI Securities analyst Ming-Chi Kuo in a research report released today. That plan would differ from Apple's announcement schedules in recent years that have seen the company unveil the iPhone in September and the iPad in October at a second press...

iPhone 6 May Lose Sapphire Display Cover, Gain 128 GB Storage Option
In a research note released today, KGI Securities analyst Ming-Chi Kuo claims both the 4.7-inch and 5.5-inch iPhone 6 will be announced next week at Apple's iPhone press event. Kuo believes Apple will stagger the launch with the 4.7-inch model arriving in mid-September and the 5.5-inch model following 5 to 10 weeks later.
Kuo believes both the 4.7-inch and 5.5-inch models will face supply...

Apple's iWatch Pegged for 2015 Debut in Two Sizes With 8 GB Storage, Multiple Material Options
KGI Securities analyst Ming-Chi Kuo released a research note today with updated information on Apple's rumored iWatch wearable device. Echoing earlier reports, Kuo believes Apple will unveil the iWatch at its upcoming September event, with sales starting in 2015. This early announcement would create a buzz about the product and provide developers with adequate time to prepare apps for this new...