KGI Securities
By MacRumors Staff
KGI Securities Articles
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"...
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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...
Apple Not Expected to Ship Reversible USB-Lightning Cable or New Adapter Alongside iPhone 6
Apple will likely not be shipping a new Lighting cable or redesigned USB power adapter alongside the iPhone 6, according to a new report from KGI Securities analyst Ming-Chi Kuo (via AppleInsider). Kuo notes that he doesn't expect either accessory to receive design changes when shipped alongside the iPhone 6, noting that "cost concerns" and "limited improvements to overall user experience" are...
Apple Facing Production Issues with iPhone 6 as 5.5-Inch Version May Be Delayed Until 2015
The launch of Apple's 5.5-inch iPhone 6 may be delayed into 2015 as Apple's production issues with the smaller 4.7-inch version will likely carry over into the larger model, according to a new report from KGI Securities analyst Ming-Chi Kuo.
Production bottlenecks on 4.7-inch iPhone 6 center on the yield rate of in-cell touch panel and metal casing. As in-cell touch panel becomes larger in...
Touch ID Once Again Said to Come to iPhone 6, iPad Air 2 and iPad Mini 3 This Year
A new research note from KGI Securities analyst Ming-Chi Kuo indicates that Apple will include Touch ID across all new iOS devices in 2014, boosting shipments and bringing the fingerprint sensor to the iPhone 6, iPad Air 2 and iPad mini 3. The report reiterates previous claims made by Kuo last month, which noted that Apple's next-generation iPads will feature Touch ID upon their releases this...
iWatch to Come in Two Sizes With 'Fashionable Appearance', Top End to Cost 'Several Thousand' Dollars
In a 2014 product roadmap that outlines all of Apple's plans for the year, KGI Securities analyst Ming Chi Kuo revealed his predictions for Apple’s much-rumored iWatch, which may ship as soon as the third quarter of 2014.
According to Kuo, the iWatch will come in two separate sizes to accommodate different sized wrists: 1.3 inches and 1.5 inches. Multiple sizes for the device were first...
iPad Air and Retina iPad Mini to Get Touch ID This Year
Apple may be preparing to feature its Touch ID fingerprint sensor on updated models of the iPad Air and Retina iPad mini that will be released later this year, KGI Securities analyst Ming-Chi Kuo states in a new research note.
We think the upgraded iPad Air will be launched earlier in 2014 than the iPad Air was in 2013. The biggest changes will be A8 processor, Touch ID (fingerprint...
iPhone 6 Could See Sleep/Wake Button Move, 401 ppi in 5.5" Model, Sapphire Display in High-End Phones
In an extensive research note, the well-sourced KGI Securities analyst Ming Chi-Kuo has shared additional details about his expectations for the next iPhone model, expected to be called the iPhone 6. Perhaps the biggest change that Kuo mentions is a move of the sleep/wake button from the top of the iPhone to the side, to better facilitate one-handed operation on larger iPhones.In line with...
12" Retina MacBook Air and Low-Price iMac Likely in 2014
In an extensive research note covering Apple's product roadmap for 2014, KGI Securities Ming Chi Kuo reiterated expectations that Apple is working on a ultra slim 12" MacBook Air but also revealed a new low-cost iMac in the works.
Kuo's predictions for the 12" MacBook Air match what was leaked in March from a reliable Chinese forum source. The new 12" MacBook Air will "redefine notebook...
Apple's 2014 Product Roadmap: New iWatch, iPhones, iPads, Apple TV, and MacBooks Coming
Apple is set to release a slew of new products during the third quarter of 2014 according to KGI securities analyst Ming Chi Kuo, who often provides reliable information on Apple’s product lineup.
In a 2014 product roadmap, Kuo suggests Apple will introduce its first new product of the year, a lower-cost iMac, during the second quarter. Soon after, during the third quarter, Kuo predicts...