“How did he become so good at knowing what Apple is going to do next?” Heath asks. “Kuo definitely works sources throughout Apple’s vast supply chain, and he might even have contacts within the company. He is expecting a lot from Apple in 2015, including two new iPhones, an iPad Pro with 12.9-inch screen, and sales of the Apple Watch to be 2 – 3 million units per month.”
“There’s an element of mystery to Ming-Chi Kuo that makes him even more interesting to follow. He shuns the spotlight and doesn’t do interviews. There seem to be only three pictures of him on the entire internet, even when you search for his name in Chinese. What little we know about him is that he works for KGI Securities, the second-largest securities firm in Taiwan that has been around for more than 30 years,” Heath reports. “One thing is for certain: he lets his research do the talking. Take his 2014 roadmap — released at the beginning of the year — in which Kuo accurately predicted Apple’s entire product lineup for the year…”
Read more in the full article here.
MacDailyNews Take: Ming-Chi Kuo is solid on predicting Apple product moves, as Heath’s article highlights, but we’re not convinced on the accuracy his unit sales estimates, which require a completely different set of tools, methods, and talents than those used to, for example, discover Apple’s choice of case material or display sizes for the next-gen iPhone.
Analyst: Apple’s ‘iPhone 6s’ to feature stronger 7000 series aluminum, slightly thicker for Force Touch – June 17, 2015
Morgan Stanley soundly refutes KGI Securities analyst Ming-Chi Kuo’s Apple Watch demand claim – May 21, 2015
KGI: 4-inch iPhone ‘unlikely’ this fall – April 22, 2015