Ming-Chi Kuo

By MacRumors Staff
Ming-Chi Kuo is an analyst at TF International Securities, a financial services group in the Asia-Pacific region. He gathers intelligence from his contacts in Apple's Asian supply chain, translating the information he gleans into research notes for clients.

His research notes often provide a solid look at Apple's future plans and while he is not always correct, his predictions on future Apple products are accurate enough to make him one of the most reliable sources for Apple rumors. Kuo previously worked for KGI Securities, Concord Securities, and DigiTimes.

Ming-Chi Kuo Articles

a20 chip feature

Kuo: iPhone 18 Models Will Feature 2nm Chips

Saturday March 22, 2025 9:01 am PDT by
Apple supply chain analyst Ming-Chi Kuo today reiterated that the A20 chip in iPhone 18 models will be manufactured with TSMC's 2nm process. Kuo said TSMC's trial production of 2nm chips has now reached yields well above the 60-70% range. The yield refers to the percentage of functional chips that can be obtained per silicon wafer, which is essentially a large, circular disc of chips....
Foldable iPhone 2023 Feature Iridescent 1

Kuo: Foldable iPhone to Feature Liquid Metal Hinges for Better Durability

Friday March 21, 2025 3:21 am PDT by
Apple plans to use liquid metal in the hinges of its upcoming foldable iPhone to improve durability and reduce screen creasing, according to analyst Ming-Chi Kuo. Apple has reportedly chosen liquid metal, which is manufactured using a die-casting process, as a key component in addressing common issues with foldable devices. The design choice aims to enhance screen flatness and minimize the...
Sad Siri Feature

Kuo: Cook Should Personally Address Siri Apple Intelligence Failure

Thursday March 13, 2025 4:02 pm PDT by
Apple made a major misstep with the way that it handled the delay of Apple Intelligence features for Siri, Apple analyst Ming-Chi Kuo said today. Announcing the delay through a press statement was a bad decision, and Apple should instead have gone through official channels. Kuo referenced the well-known "Antennagate" PR crisis when the iPhone 4 launched in 2010, and the way that then Apple...
Sad Siri Feature

Kuo: Apple Knows Apple Intelligence is 'Underwhelming' and Won't Drive iPhone Upgrades

Thursday March 13, 2025 9:32 am PDT by
The Apple Intelligence features that Apple introduced with iOS 18 are not pushing people to upgrade their iPhones, Apple analyst Ming-Chi Kuo reiterated today. Apple's recent Siri failures are also going to have an impact on 2025 iPhone shipments, which the market is beginning to realize. As early as last July, Kuo said expectations that ‌Apple Intelligence‌ could drive ‌iPhone‌ upgrades...
HomePod With Screen Feature

Kuo: New 'HomePod' With Screen to Enter Mass Production After WWDC

Wednesday March 12, 2025 9:50 am PDT by
Apple supply chain analyst Ming-Chi Kuo today reiterated his belief that a new HomePod with a screen will enter mass production in the third quarter of 2025. Kuo is likely referring to Apple's rumored smart home hub, which is expected to have a square iPad-like screen that can be attached to a HomePod-like speaker base, or mounted on a wall. If his timeframe is accurate, it means that the...
iPhone 17 Air Size Feature

'iPhone 17 Air' Rumored to Feature 'High-Density' Battery

Thursday March 6, 2025 5:06 am PST by
In a blog post today about Apple's foldable iPhone plans, Apple supply chain analyst Ming-Chi Kuo said the rumored iPhone 17 Air will have a "high-density" battery. Specifically, he said that Apple's first foldable iPhone model "will use the same high-density battery cells as the ultra-thin iPhone 17." Kuo did not share any precise Wh/mAh battery capacity figures. While there have been ...
apple c1

Kuo: Apple Developing Faster 'Refreshed' C1 Modem With mmWave Support for Mass Production Next Year

Thursday March 6, 2025 1:12 am PST by
Apple is developing a "refreshed" version of its C1 modem for mass production next year that will improve power consumption and transmission speed, as well as bring support for mmWave, according to industry analyst Ming-Chi Kuo. In a post on X (Twitter), Kuo said that while supporting the mmWave baseband isn't particularly challenging, achieving stable performance with low power consumption...
Apple Wi Fi Chip Feature Triad

Kuo: All iPhone 17 Models Will Feature Apple-Designed Wi-Fi Chip to 'Enhance Connectivity'

Thursday February 20, 2025 7:11 am PST by
Apple will use its own custom-designed Wi-Fi chip in all upcoming iPhone 17 models, according to industry analyst Ming-Chi Kuo. Writing in a post on X (Twitter), Kuo said the switch to in-house Wi-Fi chips will "enhance connectivity across Apple devices" while also giving Apple a cost reduction. All current iPhone models are equipped with a combined Wi-Fi and Bluetooth chip supplied by...
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Here's When Apple's First Robots Are Expected to Enter Mass Production

Wednesday February 12, 2025 6:25 am PST by
Apple is exploring both humanoid and non-humanoid robots as future smart home products, according to Apple supply chain analyst Ming-Chi Kuo. However, he does not expect the robots to launch for several more years, if ever. Kuo today said Apple's robot projects remain in the proof-of-concept stage within the company. In the event that Apple decides to move forward with launching the robots,...
se 4 for 2025

When to Expect the iPhone SE 4 or So-Called 'iPhone 16E' to Launch

Friday January 10, 2025 8:20 am PST by
Apple is widely rumored to be planning a new iPhone SE, and multiple sources lately have commented on the device's launch timing. The latest word comes from Apple supply chain analyst Ming-Chi Kuo. In a blog post today, he said the device will be released around the middle of the first half of 2025. In other words, around the quarter mark of 2025. That means the next iPhone SE will likely be ...
Flip iPhone Thumb 1

Kuo: Foldable iPhone Remains in Planning Stage [Updated]

Friday January 10, 2025 8:11 am PST by
Update: While a computer translation of Kuo's Chinese blog post said a foldable iPhone would be entering mass production in the second half of 2025, this translation was incorrect. Kuo later shared an English version of the text that said a foldable ‌iPhone‌ remains in the planning stages. Apple's first foldable ‌iPhone‌ is set to enter mass production in the second half of 2025, according to...
iPhone 17 Slim Feature Single Camera 1 Redux

New 'iPhone 17 Air' Rumors: Ultra-Thin 5.5mm Design, No SIM Card Slot

Friday January 10, 2025 7:33 am PST by
The so-called "iPhone 17 Air" model expected to launch later this year will have an ultra-thin design that is 5.5mm at its thinnest point, according to the latest information shared by reputable Apple supply chain analyst Ming-Chi Kuo. In a blog post today, Kuo added that the device will lack a physical SIM card slot, and instead rely entirely on digital eSIM technology. This is something...
apple silicon mac lineup 2024 feature purple m5

Macs With M5 Chips Expected to Launch in This Order

Monday December 23, 2024 7:27 am PST by
Apple supply chain analyst Ming-Chi Kuo today outlined mass production timing for the M5 series of chips, which he expects to be used in both future Macs and Apple Intelligence servers. The rollout will likely begin next year. Kuo expects the standard M5 chip to enter mass production in the first half of 2025, followed by the M5 Pro and M5 Max chips in the second half of the year. Then, he...
iphone 16 pro design cameras

iPhone 18 Pro Rumored to Be More Like DSLR Camera With This Upgrade

Monday December 23, 2024 5:24 am PST by
While the iPhone 18 Pro and iPhone 18 Pro Max are still nearly two years away from launching, a new feature has already been rumored for the devices. In a blog post today, Apple supply chain analyst Ming-Chi Kuo reiterated that the main rear camera on both iPhone 18 Pro models will offer variable aperture, which would be a first for the iPhone. The main camera refers to the 48-megapixel...
Logitech Circle View Large

Apple Again Rumored to Launch Smart Home Camera Alongside HomePod With Display

Wednesday December 4, 2024 6:41 am PST by
Apple supply chain analyst Ming-Chi Kuo today again said that Apple plans to release its own HomeKit-enabled wireless smart home camera in 2026. Logitech Circle View camera In a blog post about Apple's smart home plans, Kuo said the camera will have tight integration with the rumored HomePod with a display. It is likely that the camera would be sold as an optional accessory alongside the new...
m4 ipad pro blue

M5 iPad Pro to Enter Mass Production in Late 2025

Wednesday December 4, 2024 2:50 am PST by
An iPad Pro equipped with Apple's next-generation M5 processor is expected to enter mass production in the second half of next year, according to Apple industry analyst Ming-Chi Kuo. Writing in a Medium post, Kuo said the primary assembler of the M5 iPad Pro will be China's BYD Electronics, which will also be the exclusive assembler of Apple's upcoming display-equipped HomePod, set to be...
Second Generation HomePod With Top LCD Feature

Kuo: New HomePod With Smart Home Display Arriving in Late 2025

Wednesday December 4, 2024 12:57 am PST by
Apple's long-rumored HomePod with a display has been delayed again and is now expected to launch after WWDC 2025, likely in the third quarter of the year, according to analyst Ming-Chi Kuo. This timeline is a shift from Kuo's earlier prediction of a 2024 release. MacRumors concept render The new smart speaker is expected to feature Apple's A18 processor and a 6-7 inch display, with support...
homekit showdown redux

Kuo: Apple Planning Smart Home Camera and New AirPods With More Health Features

Monday November 11, 2024 6:10 pm PST by
In a blog post today, Apple supply chain analyst Ming-Chi Kuo revealed two new products that Apple apparently plans to release in a few years from now, including a smart home camera and updated AirPods with more health management features. Kuo said mass production of Apple's smart home camera is scheduled to begin in 2026, and the company apparently aims to sell tens of millions of them over ...
iPhone 17 Pro Max Smaller Notch Feature

Variable Aperture Rumored to Bring Major Camera Upgrade to iPhone 18 Pro

Friday November 8, 2024 3:03 am PST by
Apple's iPhone 18 Pro models will feature an upgraded main rear camera with a variable aperture for the first time, according to Apple analyst Ming-Chi Kuo. Apple has gradually expanded new camera technologies, such as sensor-shift stabilization, 48-megapixel sensors, and the tetraprism 5x telephoto camera, across its ‌iPhone‌ models in recent years. It now appears that after completing the...
Apple Vision Pro with battery Feature Blue Magenta

Vision Pro With M5 Chip Rumored for 2025, Apple Also 'Considering' iPhone-Connected Glasses

Sunday November 3, 2024 5:20 am PST by
Apple plans to release an updated Vision Pro headset with its as-yet-unannounced M5 chip in 2025, according to Apple supply chain analyst Ming-Chi Kuo. The current Vision Pro is equipped with the M2 chip, which debuted in 2022. Kuo did not say if the updated Vision Pro will have any other new features or changes compared to the current model that launched earlier this year. Meanwhile,...