Ming-Chi Kuo

Mass shipments of the Vision Pro to Apple will begin in the first week of January, according to supply chain analyst Ming-Chi Kuo. In a December 24 research note, Kuo said the Vision Pro will most likely hit shelves in late January or early February based on this shipment schedule. Kuo estimates that Vision Pro shipments in 2024 will reach approximately 500,000 units. Apple first...

Apple plans a significant upgrade to the iPhone 16 microphone to improve the new AI-enhanced Siri experience, according to Apple analyst Ming-Chi Kuo. Writing in his ing-beneficiaries-1ec29ee45e42">latest Medium post, Kuo says that "strengthening Siri's hardware and software features and specifications is the key to promoting AI-generated content," adding that Apple's generative AI ambitions ...

Both the iPhone 16 Pro and ‌iPhone 16 Pro‌ Max will include Apple's tetraprism Telephoto lens with improved zoom capabilities, Apple analyst Ming-Chi Kuo largans-periscope-lens-yield-profitability-improves-6b94601b5710">reiterated today. Apple introduced a new tetraprism lens system for the iPhone 15 Pro Max, enabling 5x optical zoom for the first time. The camera technology was not added to ...

Apple will add a new larger 12.9-inch iPad Air to an entirely refreshed iPad lineup coming next year, with two ‌iPad Air‌ models taking priority in Apple's launch roadmap, according to Apple analyst Ming-Chi Kuo. In his e-in-2024-650a5fc9bbee">latest outlook, Kuo predicts that Apple will compensate for this year's lack of movement in its ‌iPad‌ lineup by updating all existing models,...

Introductory production on the standard iPhone 17 will start in India in the second half of 2025, according to one-17-npi-likely-4088fb656708">Apple analyst Ming-Chi Kuo. Kuo says that new product introduction (NPI) for the ‌iPhone 17‌ will happen in India, marking the first time that Apple begins development of a new iPhone outside of China. Apple will opt to assemble the standard ‌iPhone 17‌...

There are currently no signs of an "Apple Watch Ultra 3" being in development within Apple's supply chain, analyst Ming-Chi Kuo said today. As a result, he believes the likelihood of a new Apple Watch Ultra being released in 2024 is "decreasing." "If Apple doesn't officially kick off the Apple Watch Ultra 3 project by December, it's almost confirmed that we won't see a new Apple Watch Ultra...

Last month, a seemingly unlikely rumor out of Asia claimed that Apple could be planning to launch a low-cost MacBook series next year in order to compete with Google's popular and more affordable Chromebook models. On Tuesday, that rumor was revived by respected Apple analyst Ming-Chi Kuo. A DigiTimes report in September said Apple could launch a more affordable MacBook line in late 2024 to...

Apple's upcoming "Scary Fast" event will focus on the M3 series MacBook Pro models, according to Apple analyst Ming-Chi Kuo. Kuo's wording suggests that he is expecting multiple M3 chips rather than just a single M3 chip, hinting at the possibility of M3, M3 Pro, and M3 Max chips. If Apple does release M3, M3 Pro, and M3 Max chips at once, we can expect to see the new chips introduced in...

Apple is unlikely to release any new Macs or iPads for the remainder of 2023, according to a series of predictions shared in recent weeks by analyst Ming-Chi Kuo. Macs Last month, Kuo said Apple was unlikely to release any new MacBooks with the M3 chip this year. All existing MacBook Air and MacBook Pro models are equipped with M2 series chips, so any new models would presumably be...

Apple will not release a second-generation version of the AirTag until 2025, according to Apple analyst Ming-Chi Kuo. Mass production on the accessory has reportedly been delayed until 2025, which has pushed back Apple's target launch timeline. Back in August, Kuo had said that mass production would kick off in the fourth quarter of 2024, suggesting a late 2024 or early 2025 launch....

MacBook sales have dropped significantly amid Apple's decision to launch no new Macs for the remainder of 2023, Apple supply chain analyst Ming-Chi Kuo reports. In a new -macbook-supply-chain-shipments-9cdc1c26b65a">post on Medium, Kuo claimed that MacBook sales as a whole are expected to be around 30% lower this year compared to 2022, reducing to about 17 million units. He highlighted that...

iPhones will not adopt resin coated copper (RCC) foil for their printed circuit boards until 2025, ainboard-to-61abc0d30883">according to Apple analyst Ming-Chi Kuo. Kuo says that Apple will not adopt this technology in 2024 because of its "fragile characteristics" and "inability to pass drop tests." If Apple and its supplier Ajinomoto can improve the RCC material before the third quarter of ...

The 2024 Apple Watch is "unlikely" to offer "significant innovative experiences," according to supply chain analyst Ming-Chi Kuo. For instance, in a post on Medium today, Kuo said the Apple Watch will not be equipped with a micro-LED display or blood glucose monitoring in 2024. He believes these features are at least two years away from being added to the Apple Watch. It's unclear if...

Apple plans to release new MacBooks and iPads with 3nm chips in 2024, but demand for the devices might be "below expectations" due to a "lack of growth drivers," according to research shared today by supply chain analyst Ming-Chi Kuo. Kuo explained in a blog post on Medium:Apple's 3nm demand for 2024 would be below expectations. In 2023, Apple's MacBook and iPad shipments declined...

Apple 場預期-7a5eeb613ab0">may have canceled plans to produce a lower-cost version of the Apple Vision Pro headset, according to Apple analyst Ming-Chi Kuo. There were multiple rumors of a lower-cost model coming out sometime around 2025, but that may not happen. Kuo does not give a reason for why the lower-cost headset may have been nixed, but he says that unless Apple significantly cuts down...

Complaints about heat issues with the iPhone 15 Pro models are not related to TSMC's 3-nanometer node that was used for the A17 Pro chip, according to well-respected Apple analyst Ming-Chi Kuo. Kuo says that overheating could be caused by "compromises made in the thermal system design" that allowed Apple to cut down on the weight of the ‌iPhone 15‌ Pro models. Kuo says that the reduced heat...

Apple could upgrade to considerably more advanced 2-nanometer chip fabrication technology as soon as 2026, according to analyst Ming-Chi Kuo. In a recent ims-8b3b9daea440">post on Medium, Kuo explained that Apple will likely begin to use TSMC's 2-nanometer chip fabrication technology to produce iPhone chips as early as 2026. The iPhone 15 Pro's A17 Pro chip is the industry's first...

While a tetraprism lens with up to 5x optical zoom is currently exclusive to the iPhone 15 Pro Max, the feature will expand to both the iPhone 16 Pro and iPhone 16 Pro Max next year, according to supply chain analyst Ming-Chi Kuo. Kuo briefly revealed this information in a Medium post today focused on iPhone 15 Pro Max production challenges related to the camera. In the iPhone 15 Pro Max, ...

Apple has urgently addressed production challenges related to the iPhone 15 Pro Max's upgraded Telephoto camera system in order to boost supply of the device, according to research shared today by supply chain analyst Ming-Chi Kuo. Kuo said the iPhone 15 Pro Max's tetraprism camera module with up to 5x optical zoom has been the most significant supply bottleneck for the device. In response,...

There has been "robust" demand for the iPhone 15 Pro Max since the device became available to pre-order on Friday, according to supply chain analyst Ming-Chi Kuo. In a post on Medium today, Kuo said iPhone 15 Pro Max demand has outpaced iPhone 14 Pro Max demand during the equivalent period last year. However, he said demand for the iPhone 15 Pro is weaker than it was for the iPhone 14 Pro so ...