Ming-Chi Kuo

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 ...

New iPad models are unlikely to be introduced before the end of the year, Apple analyst Ming-Chi Kuo today said. Kuo did not provide any further information about Apple's upcoming tablets. While the next-generation iPad Pro models have consistently been rumored to launch in 2024 rather than this year, reports around refreshes of the iPad mini and iPad Air have been mixed. Most recently, a ...

Apple is unlikely to release any new MacBook models with the M3 chip this year, according to information shared today by supply chain analyst Ming-Chi Kuo. "It seems that Apple will not launch new MacBook models (equipped with M3 series processors) before the end of this year," Kuo wrote on X, formerly known as Twitter. Earlier this year, Bloomberg's Mark Gurman said an Apple event in...

Apple plans to use its own modem chip for iPhones starting in 2025, according to information shared today by supply chain analyst Ming-Chi Kuo. He previously said the fourth-generation iPhone SE would be Apple's first device with the custom-designed 5G modem, but it's not entirely clear if this is still the plan anymore. In July, it was reported that mass-production of the fourth-generation...

A day after Apple announced it will be holding an event on September 12, analyst Ming-Chi Kuo has shared more predictions for the iPhone 15 lineup. The higher-end iPhone 15 Pro models are widely expected to be equipped with a titanium frame instead of a stainless steel frame, and Kuo said this change should contribute to the devices weighing less than iPhone 14 Pro models. Kuo said...

Apple is aiming for the highest-end iPhone 15 Pro Max to 鏡機種出貨成長快速-largan-is-the-leading-major-winner-of-e9b8c63cc904">account for roughly 35–40% of initial shipmen for the ‌iPhone 15‌ series when it launches next month, according to analyst Ming-Chi Kuo. That would give Apple's most expensive model the highest share among the four models in the lineup, with Apple planning for Pro Max shipments...

Apple will begin receiving mass shipments of the iPhone 15 Pro Max this week, according to information shared today by analyst Ming-Chi Kuo. This suggests that the iPhone 15 Pro Max will be available in September, despite concerns over a production delay, but customers might need to order one quickly if they want launch-day delivery. Apple is expected to unveil the iPhone 15, iPhone 15 Plus, ...

Apple's iPhone 16 series next year will adopt a stacked rear camera sensor design across the lineup, following similar adoption in this year's standard iPhone 15 models, according to 底並恢復成長與產品組合快速改善-sonys-capacity-will-remain-dd387a74afe">Apple industry analyst Ming-Chi Kuo. This year's lower-end ‌iPhone 15‌ and ‌‌iPhone 15‌‌ Plus models are expected to feature a 48-megapixel rear camera...

Apple analyst Ming-Chi Kuo today predicted that demand for the iPhone 15 series will be lower than that of the iPhone 14 series this year. Kuo said the lower demand could make it challenging for Apple suppliers to grow revenue in the second half of 2023. The upcoming iPhone lineup should consist of the iPhone 15, iPhone 15 Plus, iPhone 15 Pro, and iPhone 15 Pro Max. All four models are...

Apple suppliers will likely begin mass production of a second-generation AirTag in the fourth quarter of 2024, according to new information shared by Apple analyst Ming-Chi Kuo. The current AirTag launched in April 2021 and is priced at $29. Kuo believes the new AirTag will have better integration with Apple's upcoming Vision Pro headset, as part of a spatial computing ecosystem, but he did...

The progress of Apple's generative AI technology is significantly behind its competitors and there is no sign that the company plans to launch AI services next year, according to analyst Ming-Chi Kuo. In a new ust-3-will-affect-b4620d4f57d1">post on Medium outlining how Apple's imminent earnings report will affect Apple stocks and the supply chain, Kuo explained that the company will likely...

The lower-end iPhone 15 and ‌iPhone 15‌ Plus models launching later this year will feature a 48-megapixel rear camera lens with a new stacked sensor design that can capture more light, according to Apple industry analyst Ming-Chi Kuo. Writing on his 代的最大受益者-will-semis-and-smatsens-high-end-cis-market-7b5f71431765">Medium blog, Kuo said Apple has been able to overcome yield issues of the new...

The second-generation Apple Watch Ultra will launch later this year and feature 3D-printed mechanical parts, according to Apple analyst Ming-Chi Kuo. In a post published on Medium earlier today, Kuo said that his latest survey of Apple's supply chain indicates that "Apple is actively adopting 3D printing technology." Specifically, "some of the titanium mechanical parts of the 2H23 new Apple...