TF International Securities

Apple's rumored AR/VR headset will use the same 96W USB-C power adapter included with the higher-end 14-inch MacBook Pro, according to analyst Ming-Chi Kuo. Apple Headset render by Ian Zelbo In a research note today with TF International Securities, obtained by MacRumors, Kuo said that Apple's headset using a 96W power adapter proves that it will have Mac-level computing power, as he has...

Apple's widely-rumored AR/VR headset is coming at the end of 2022, with shipments to ramp up in the first quarter of 2023, according to analyst Ming-Chi Kuo. In a research note with TF International Securities, obtained by MacRumors, Kuo said Apple's headset will feature two "3P pancake lenses," which have a folded design that allows light to reflect back and forth between the display and...

Apple plans to add a 48-megapixel camera lens to the iPhone next year, followed by a periscope lens in 2023, according to analyst Ming-Chi Kuo. In a research note today with TF International Securities, obtained by MacRumors, Kuo said these iPhone camera upgrades over the next two years will help to boost Taiwanese manufacturer Largan Precision's market share, revenue, and profit. Kuo did ...

In addition to claiming that iPhone 14 Pro models will feature a hole-punch display design and a 48-megapixel Wide lens for the rear camera system, Apple analyst Ming-Chi Kuo outlined his expectations for future iPhones beyond that. In a research note seen by MacRumors, Kuo said that while he previously predicted that Apple would launch its first iPhones with under-screen Touch ID in the...

Just a few days after iPhone 13 pre-orders began, well-known Apple analyst Ming-Chi Kuo is looking ahead. In a research note seen by MacRumors, Kuo shared some of his key hardware expectations for next year's tentatively named iPhone 14 Pro models, including a hole-punch display and a 48-megapixel Wide lens for the rear camera system. A hole-punch design refers to a display with only a small ...

Just two days ahead of Apple's annual iPhone event, reputable analyst Ming-Chi Kuo has outlined expected storage capacities for the iPhone 13 lineup. In a research note with investment firm TF International Securities, obtained by MacRumors, Kuo said the iPhone 13 lineup will start with 128GB of storage, with no 64GB option for any models. Kuo added that the iPhone 13 Pro and iPhone 13 Pro...

In a research note focused on how the Apple Watch Series 7 will still be released in September despite a minor two-week delay in mass production, reputable Apple analyst Ming-Chi Kuo also briefly commented on the Apple Watch Series 8 and AirPods. Kuo said he is optimistic about demand for the Apple Watch in 2022 given that next year's Apple Watch Series 8 will offer new health management...

Apple plans to launch a new MacBook Air with a mini-LED display and several color options around mid 2022, analyst Ming-Chi Kuo said today in a research note obtained by MacRumors. These details line up with previous rumors about the new MacBook Air from sources like Bloomberg's Mark Gurman and YouTube tech personality Jon Prosser. A colorful MacBook Air concept shared by Jon Prosser Kuo said ...

Apple is aiming to debut its first augmented reality (AR) headset in the second quarter of 2022, according to a new research note from analyst Ming-Chi Kuo seen by MacRumors. Headset mockup based on a source with direct knowledge of the device (The Information) The research report focuses on prospects for key Apple supplier Genius Electronic Optical, and notes that the company will benefit...

Fans of smaller smartphones long hoped that Apple would introduce a smaller-sized iPhone with a modern design and features like Face ID. That wish came true with the iPhone 12 mini last year, and rumors suggest there will be an iPhone 13 mini this year as well, but the end of the line may be on the horizon for the 5.4-inch model. In a research note shared with MacRumors today, reputable...

Apple plans to include an under-display Face ID system starting with its 2023 iPhones, removing the need to house the facial recognition system in a notch, according to well-respected analyst Ming-Chi Kuo. In an investors note obtained by MacRumors, Kuo says that the under-display ‌Face ID‌ system will debut alongside a new periscope telephoto lens in 2023. Kuo had previously stated that...

Apple is planning to adopt a hybrid Fresnel lens design for its mixed reality headset, a move that will improve optical performance while allowing for a broad field of view and keeping the headset's weight under 150 grams (a third of a pound), according to a new report from analyst Ming-Chi Kuo seen by MacRumors. Kuo notes that most virtual reality headsets use Fresnel lenses, first invented ...

In a research note shared with MacRumors, analyst Ming-Chi Kuo today predicted that Apple will release augmented reality "contact lenses" in the 2030s. Kuo said the lenses will bring electronics from the era of "visible computing" to "invisible computing." Mojo Vision smart contact lens Kuo said the lenses are "unlikely to have independent computing power and storage," suggesting that they...

Apple plans to release its long-rumored mixed reality headset "in mid-2022," followed by augmented reality glasses by 2025, well-regarded analyst Ming-Chi Kuo said today in a research note with TF International Securities, obtained by MacRumors. "We predict that Apple's MR/AR product roadmap includes three phases: helmet type by 2022, glasses type by 2025, and contact lens type by...

In a wide-ranging research note today outlining a roadmap for the iPhone lineup, analyst Ming-Chi Kuo shared a tidbit on Apple's foldable ‌iPhone‌ plans, indicating that the company could launch a device with a 7.5–8 inch display in 2023. A 2023 launch would be dependent on Apple being able to solve "key technology and mass production issues" this year. He says the product has "not yet...

At least some 2022 iPhone models will abandon the notch and switch to a "punch-hole display design" instead, similar to Samsung's recent high-end Galaxy smartphones, analyst Ming-Chi Kuo said today in a research note obtained by MacRumors. Kuo said the hole-punch display design will be adopted by high-end 2022 iPhones at a minimum, and if production yields are good enough, all 2022 iPhone...

The next-generation version of the iPhone SE won't appear until the first half of 2022, according to a new research note from analyst Ming-Chi Kuo. Early rumors had indicated that a third-generation ‌iPhone SE‌ could appear in the first half of 2021, but later rumors suggested it wouldn't appear until at least the second half of the year if not early in 2022. There have been rumors of a...

iPhone 13 models will all feature a smaller notch, while the two Pro models will be equipped with low-power LTPO display technology for a 120Hz refresh rate, analyst Ming-Chi Kuo said today in a research note obtained by MacRumors. Subscribe to the MacRumors YouTube channel for more videos. Several other sources have previously claimed that some iPhone 13 models will support a 120Hz refresh...

Apple plans to release two new MacBook Pro models equipped with an HDMI port and SD card reader in the second half of 2021, according to analyst Ming-Chi Kuo, who outlined his expectations in a research note obtained by MacRumors. The return of an SD card reader was first reported by Bloomberg's Mark Gurman last month. "We predict that Apple's two new MacBook Pro models in 2H21 will have...

iPhone camera lenses may not see significant hardware updates through at least 2022, according to a new research note by analyst Ming-Chi Kuo seen by MacRumors. Today's note focuses on a new price war between lens suppliers Largan and Genius Electronic Optical that will affect profitability for the suppliers, with Genius Electronic Optical at particular risk due to its high reliance on Apple ...