KGI Securities

While the iPhone 7 Plus has a dual-lens camera, only the wide-angle lens supports optical image stabilization. However, that could change next year. In a research note obtained by MacRumors, KGI Securities analyst Ming-Chi Kuo maintains his belief new dual-camera iPhone models in 2017 will support dual optical image stabilization. Kuo believes Apple will redesign the telephoto lens to...

Apple is widely rumored to release its first iPhone with an OLED display next year, but reports have been conflicting about its potential screen size. KGI Securities analyst Ming-Chi Kuo previously said Apple will launch a 5.8-inch iPhone with a curved OLED display and glass casing next year, while Barclays analysts recently called for a 5-inch iPhone with a curved, bezel-free OLED display....

Apple will release a trio of new iPhones next year, according to a new research note from KGI Securities analyst Ming-Chi Kuo. Kuo believes Apple will launch a 4.7-inch model with a single-lens camera and LCD display, 5.5-inch model with a dual-lens camera and LCD display, and an all-new OLED model with a dual-lens camera in 2017.We look for new 2017F iPhones to come in three models: one OLED...

Just two months after the iPhone 7 and iPhone 7 Plus launched, KGI Securities analyst Ming-Chi Kuo believes demand for the smartphones has "peaked" in line with a significant monthly shipment decline starting in November. Kuo predicted Apple's overseas suppliers will revise down their iPhone shipments by 5-15% in November-December due to lower-than-expected demand stemming from a lack of...

Apple and Huawei will be the biggest beneficiaries following the discontinuation of Samsung's Galaxy Note 7 line, according to research conducted by KGI Securities analyst Ming-Chi Kuo. The two companies will mainly see orders increased by users looking for a smartphone with dual camera support, including Apple's iPhone 7 Plus and Huawei's upcoming Mate 9. While Kuo believes Apple will benefit ...

KGI Securities analyst Ming-Chi Kuo has outlined further predictions for next year's iPhone lineup, claiming the popularity of Jet Black models will encourage Apple to return to glass casing for 2017 models, as the material tends to have a higher gloss finish than metal.While a glossy finish is possible for metal casing, we identify two prerequisites for the 2017 new iPhone to be competitive in...

Apple's new Jet Black color is a popular choice among early iPhone 7 and iPhone 7 Plus adopters, but the new models face a global shortage as the new high-gloss finish has proven challenging for the company's manufacturers. Jet Black models suffer from a low casing production yield rate of 60-70%, meaning that 30-40% of units do not pass Apple's quality standards and must be retooled,...

On the same day the iPhone 7 and 7 Plus became available for pre-order, KGI Securities analyst Ming-Chi Kuo has released a new research report outlining his expectations for a dual rear camera in next year's iPhone model. According to Kuo, cost considerations and a niche appeal for the dual camera, which is found only on the larger iPhone 7 Plus model this year, mean that the feature is likely ...

KGI Securities analyst Ming-Chi Kuo, who has a very solid track record when it comes to Apple product rumors, has released his most detailed research report yet ahead of Wednesday's iPhone 7 launch. The report recaps a number of claims previously shared by Kuo and others while also introducing several new tidbits about the device. Kuo notes that there are many upgrades and other changes with...

Noted analyst Ming-Chi Kuo has released a new research report outlining his expectations for the future of Apple's iPad lineup, predicting three new iPads ranging from 9.7 inches to 12.9 inches to be released in 2017. According to Kuo, Apple is aiming to introduce a new 10.5-inch iPad Pro model next year to go along with a 12.9-inch iPad Pro 2 and a "low-cost" 9.7-inch iPad model. Kuo makes...

In addition to predicting an all-new Apple Watch 2 with a GPS, barometer, larger battery, and more, KGI Securities analyst Ming-Chi Kuo today claimed that upgraded first-generation Apple Watch models with faster TSMC-built processors and superior waterproofing will likely launch in the second half of 2016. Kuo said the upgraded Apple Watch 1 models will not have a GPS, barometer, or other...

KGI Securities analyst Ming-Chi Kuo issued a research note to investors today in which he predicts an all-new Apple Watch 2 will likely launch in the second half of 2016 with a faster TSMC-built processor, GPS, barometer, superior waterproofing, and a higher capacity battery. Kuo, well connected within the supply chain, believes the second-generation Apple Watch will retain the same screen...

Apple plans to introduce a revamped high-end MacBook Pro this year that'll include a thinner and lighter form factor, Touch ID and a new OLED display touch bar above the keyboard, according to a new report from KGI Securities analyst Ming-Chi Kuo. The new MacBook Pro would come in 13- and 15-inch variations and arrive in the fourth quarter of 2016. While long overlooked, the MacBook line is...

Apple plans to produce a single iPhone 7 Plus that will ship with a dual-lens camera and 3GB of RAM to compensate for increased image processing demands, according to a new report from KGI Securities analyst Ming-Chi Kuo that walks back from past reports suggesting Apple would produce two iPhone 7 Plus models. Earlier rumors from Kuo indicated Apple was working on multiple versions of the...

Apple's global iPhone shipments will fall short of analysts' consensus estimates of 210 to 230 million units in the 2016 fiscal year, according to a new research note issued by respected KGI Securities analyst Ming-Chi Kuo. In a worst case scenario, iPhone shipments in 2016 are expected to reach just 190 million units, which is an 18% reduction in shipment growth and 3 million fewer iPhones than...

KGI Securities analyst Ming-Chi Kuo has issued a new report that again predicts Apple will switch to non-aluminum casing, with glass being the most likely candidate, for the majority of new iPhone models starting in 2017. If accurate, the design change would not apply to the iPhone 7 expected to launch this September. Specifically, Kuo believes that in order to differentiate iPhone from an...

Apple Watch shipments will decline more than 25 percent year-over-year in comparison to 2015, according to a new research note issued by KGI Securities analyst Ming-Chi Kuo. The wearable device sold an estimated 10.6 million units in eight months last year, but Kuo predicts that even with the launch of the Apple Watch 2, and a full twelve months of sales, the device's shipments will still come in ...

While it appears that Apple has elected not to share first weekend sales numbers for the iPhone SE, as it has done in the past for some flagship models, multiple analysts have forecasted that sales of the new 4-inch smartphone were "lackluster" during its first three to four days of availability. In a research note issued today, KGI Securities analyst Ming-Chi Kuo questioned last week's CNBC ...

Dual cameras will be exclusive to Apple's next-generation 5.5-inch iPhone, according to a new research note issued by respected KGI Securities analyst Ming-Chi Kuo.New iPhone shipments to be capped by similar form factor as iPhone 6s & 6s Plus; top hardware upgrade is dual-camera (5.5-inch model only), though many competing models with dual-camera will launch soon, joining others already on the...

KGI Securities analyst Ming-Chi Kuo has issued a research note to investors, a copy of which was obtained by MacRumors, in which he claims Apple's next-generation 4-inch iPhone will feature a 12-megapixel rear-facing camera, as opposed to an 8-megapixel sensor as previously rumored. Kuo also reiterated that the new 4-inch iPhone will have other similar hardware specs as the iPhone 6s,...