Ming-Chi Kuo Returns With 2018 iPhone Details: Lower Pricing, September Launch for All Models
Well-known Apple analyst Ming-Chi Kuo has returned today with his first Apple-related research note for his new firm TF International Securities. According to Kuo, Apple's pricing strategy will be "more aggressive" for the three iPhones rumored for September 2018, an effort to boost shipments of the models this year.
One of the main reasons Kuo says is behind the aggressive pricing strategy is Apple's "concern over the negative impact of a higher price" for its 2018 iPhones. Last year, the company received some blowback on the top-tier pricing of its iPhone X, which began at $999 in the United States for 64GB.
Now, Kuo states that the 6.5-inch OLED "iPhone X Plus" will be $900-$1,000, the second generation OLED iPhone X will be $800-$900, and the new 6.1-inch LCD iPhone will be $600-$700. Kuo reiterates that all 2018 iPhones will have a full-screen design and Face ID. The analyst also outlined more reasons behind Apple's new pricing strategy:
We forecast that Apple will adopt a more aggressive price policy for the following reasons: (1) concern over the negative impact of a higher price in a mature smartphone market on selling momentum, (2) improved cost structure, which is mainly attributed to assembly yield improvements of end product & 3D sensing and cost reduction of components, and (3) increasing users of Face ID benefiting the promotion of the Apple service and ecosystem.
Secondly, Kuo believes that Apple will announce all three new iPhone models at an event in September. Furthermore, all three iPhones will launch in September, including the LCD model which some reports have previously pegged for a November debut.
This is Kuo's first research note since departing KGI Securities in April. At the time, it was believed he would lessen his focus on Apple to look at other emerging industries, but it seems we can still expect reports on Apple and its supply chain from Kuo.
Popular Stories
While the iPhone 17 Pro and iPhone 17 Pro Max are not expected to launch until September, there are already plenty of rumors about the devices.
Below, we recap key changes rumored for the iPhone 17 Pro models as of April 2025:
Aluminum frame: iPhone 17 Pro models are rumored to have an aluminum frame, whereas the iPhone 15 Pro and iPhone 16 Pro models have a titanium frame, and the iPhone ...
Apple may have updated several iPads and Macs late last year and early this year, but there are still multiple new devices that we're looking forward to seeing in 2025. Most will come in September or October, but there could be a few surprises before then.
We've rounded up a list of everything that we're still waiting to see from Apple in 2025.
iPhone 17, 17 Air, and 17 Pro - We get...
A common complaint about the iPad Pro is that the iPadOS software platform fails to fully take advantage of the device's powerful hardware.
That could soon change.
Bloomberg's Mark Gurman today said that iPadOS 19 will be "more like macOS."
Gurman said that iPadOS 19 will be "more like a Mac" in three ways:Improved productivity
Improved multitasking
Improved app window management...
Apple's upcoming foldable iPhone (or "iPhone Fold") will feature two screens as part of its book-style design, and a Chinese leaker claims to know the resolutions for both of them.
According to the Weibo-based account Digital Chat Station, the inner display, which is approximately 7.76 inches, will use a 2,713 x 1,920 resolution and feature "under-screen camera technology." Meanwhile, the...
Apple in October 2024 overhauled its 14-inch and 16-inch MacBook Pro models, adding M4, M4 Pro, and M4 Max chips, Thunderbolt 5 ports on higher-end models, display changes, and more. That's quite a lot of updates in one go, but if you think this means a further major refresh for the MacBook Pro is now several years away, think again.
Bloomberg's Mark Gurman has said he expects only a small...
On this week's episode of The MacRumors Show, we catch up on the latest iOS 19 and watchOS 12 rumors, upcoming devices, and more.
Subscribe to The MacRumors Show YouTube channel for more videos
Detailed new renders from leaker Jon Prosser claim to provide the best look yet at the complete redesign rumored to arrive in iOS 19, showing more rounded elements, lighting effects, translucency, and...
Apple is working on a new version of the Vision Pro with two key advantages over the current model, according to Bloomberg's Mark Gurman.
Specifically, in his Power On newsletter today, Gurman said Apple is developing a new headset that is both lighter and less expensive than the current Vision Pro, which starts at $3,499 in the U.S. and weighs up to 1.5 pounds.
Gurman said Apple is also...
It was a big week for leaks and rumors in the Apple world, with fresh claims about iOS 19, the iPhone 17 Pro, and even the 20th anniversary iPhone coming a couple of years from now.
Sources also spilled the tea on the inner turmoil at Apple around the Apple Intelligence-driven Siri revamp that has seen significant delays, so read on below for all the details on these stories and more!
iOS ...
Apple and other electronics manufacturers have received a break from Trump's reciprocal tariffs, with the U.S. Customs and Border Protection agency sharing a long list of products excluded from the levies last night.
iPhones, Macs, iPads, Apple Watch, and other Apple devices will not be subject to the 125 percent tariffs that have been put in place on imported Chinese goods, nor will Apple...
