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Tag: Ming-Chi Kuo

Morgan Stanley: Foldable iPhone could add $14 billion to Apple’s December quarter

Wednesday, September 2, 2026 4:49 pm1 Comment

Apple’s first foldable iPhone could contribute about $14 billion in revenue in the December quarter, according to Morgan Stanley…

Apple’s foldable iPhone ‘could sell out immediately’ leading to long wait times – Ming Chi-Kuo

Monday, July 6, 2026 11:11 am2 Comments

Apple’s long-awaited foldable iPhone is expected to generate strong consumer demand upon launch, but initial supply constraints could…

iPhone 18 and 18e rumored to feature 9GB memory and A20 chip in spring 2027 launch

Friday, June 26, 2026 2:30 pmFriday, June 26, 2026No Comments

Apple’s entry-level iPhone lineup is getting a modest but meaningful memory boost for better AI performance, according to a new report…

Incoming Apple CEO John Ternus has focused Apple’s Vision products roadmap – Ming-Chi Kuo

Wednesday, June 3, 2026 4:00 pmWednesday, June 3, 20264 Comments

Last year, Apple analyst Ming-Chi Kuo said that Apple had at least seven visionOS projects in development, comprising three Vision series…

Apple’s foldable iPhone ‘Ultra’ said to feature advanced Liquidmetal hinge

Tuesday, June 2, 2026 1:30 pmTuesday, June 2, 2026No Comments

Chinese supply chain leaker Fixed Focus Digital has provided the latest update on Apple’s first foldable iPhone. Liquidmetal is said…

Apple analyst ups MacBook Neo 2026 shipments to 10 million units

Friday, May 29, 2026 4:19 pm1 Comment

Ming-Chi Kuo today projected stronger-than-expected momentum for one of the company’s strongest-selling notebooks, the MacBook Neo…

Apple tests Intel for low-end/legacy iPhone, iPad, and Mac chips

Friday, May 15, 2026 9:02 am2 Comments

In a detailed new analysis shared on X, longtime Apple supply-chain analyst Ming-Chi Kuo has provided the clearest picture yet of Apple’s…

OpenAI secretly developing an Agentic AI smartphone to take on iPhone, Android

Monday, April 27, 2026 12:23 pm11 Comments

Renowned analyst Ming-Chi Kuo reports that OpenAI is partnering with MediaTek and Qualcomm on custom smartphone processors, with…

Apple likely to keep starting price for iPhone 18 flat – Ming-Chi Kuo

Tuesday, January 27, 2026 5:19 pmNo Comments

Apple’s current strategy for the second-half 2026 iPhone 18 lineup prioritizes avoiding significant price increases wherever possible…

Apple’s future OLED MacBook Pro to sport multi-touch display

Wednesday, September 17, 2025 12:30 pmWednesday, September 17, 20254 Comments

For the first time, MacBook models will incorporate multi-touch displays, according to Apple analyst Ming-Chi Kuo. Increasingly, Apple is…

GIS lands exclusive deal to process ultra-thin glass for Apple’s game-changing foldable iPhone and iPad – Ming-Chi Kuo

Saturday, September 6, 2025 11:41 amSaturday, September 6, 20253 Comments

General Interface Solution has secured an exclusive role in backend processing for the Ultra-Thin Glass in Apple’s foldable iPhone and iPad…

Next year’s iPhones set for major upgrades with A20 chip

Tuesday, August 12, 2025 1:00 pmTuesday, August 12, 2025No Comments

Eternal Materials has secured a packaging order from TSMC for next year’s iPhones and high-end M5 MacBooks…

Apple set to disrupt budget laptop market with $599 MacBook

Monday, August 11, 2025 7:39 am2 Comments

Apple is reportedly gearing up to launch a game-changing, low-cost MacBook priced at $599, targeting the budget-conscious consumer…

Apple’s foldable iPhone rumored to feature Liquidmetal hinge for unmatched durability

Tuesday, July 29, 2025 1:01 pmTuesday, July 29, 20251 Comment

Apple is set to incorporate Liquidmetal, a high-strength amorphous alloy, into the hinge assembly of its first foldable iPhone, aiming to…

Apple’s foldable iPhone will feature a crease-free display – Ming-Chi Kuo

Tuesday, July 15, 2025 4:02 pmTuesday, July 15, 20255 Comments

Apple is likely to adopt Samsung Display’s (SDC) crease-free display technology for its foldable iPhone, expected to enter mass production…

Apple to launch premium-priced foldable iPhone in 2026 – Ming-Chi Kuo

Wednesday, June 18, 2025 4:06 pm1 Comment

Apple is set to launch a foldable iPhone starting in 2026, according to TF International Securities analyst Ming-Chi Kuo. The device is…

OpenAI’s device prototype designed by Jony Ive is neck-worn, ‘elegant as an iPod Shuffle’ – Ming-Chi Kuo

Thursday, May 22, 2025 12:32 pmThursday, May 22, 202511 Comments

Jony Ive, the iconic designer behind Apple’s iPhone, has partnered with OpenAI in a $6.5 billion deal announced on May 21, 2025, to create…

Apple analyst Ming-Chi Kuo predicts bi-annual iPhone release schedule

Friday, May 9, 2025 12:00 pmFriday, May 9, 20251 Comment

Apple analyst Ming-Chi Kuo predicts a significant shift in Apple’s iPhone release strategy, moving to a bi-annual schedule from 2025 to 2027…

Apple’s foldable iPhone to feature Liquidmetal hinges – Ming-Chi Kuo

Friday, March 21, 2025 12:07 pmFriday, March 21, 20254 Comments

In January 2022, Liquidmetal Technologies, Inc., the foremost supplier of applications for zirconium-based bulk metallic glasses…

Apple has already factored in Apple Intelligence vaporware’s underwhelming ability to drive iPhone sales – Ming-Chi Kuo

Thursday, March 13, 2025 2:44 pmThursday, March 13, 2025No Comments

Lately, market sentiment has taken a noticeably cautious turn when it comes to iPhone shipments and Apple’s much-hyped…

Apple’s first foldable iPhone expected to cost over $2,000

Thursday, March 6, 2025 1:02 pmThursday, March 6, 20258 Comments

The first-generation foldable iPhone is anticipated to be priced between $2,000 and $2,500. Capitalizing on the iPhone’s reputation…

Expect iPhone SE 4 to sell better than previous SE models – Ming-Chi Kuo

Friday, February 14, 2025 1:33 pm2 Comments

Apple’s forthcoming iPhone SE4 is expected to perform slightly better than previous SE models, according to Ming-Chi Kuo…

Apple robots likely won’t arrive until 2028 or later – Ming-Chi Kuo

Wednesday, February 12, 2025 11:44 am2 Comments

Apple is focusing on how users perceive robots rather than their physical design, emphasizing sensing hardware and software as key tech…

Apple said to debut camera with variable aperture lens in iPhone 18 Pro

Monday, November 11, 2024 10:02 am1 Comment

Analyst Ming-Chi Kuo says Apple plans to upgrade the wide-angle lens in the iPhone 18 Pro with a variable aperture camera…

Apple delays cheaper Vision Pro beyond 2027 – Ming-Chi Kuo

Monday, November 4, 2024 10:03 amNo Comments

Apple’s plans for a more affordable Vision Pro headset have been pushed back beyond 2027. As a result, the only new head-mounted…

Demand for iPhone 16 Pro models meets expectations so far – Ming-Chi Kuo

Wednesday, October 9, 2024 5:19 pmNo Comments

Ming-Chi Kuo is out with some iPhone 16 shipment update in which he says that demand for iPhone 16 Pro models have met expectations…

New M5-powered Apple Vision Pro in the works – Ming-Chi Kuo

Friday, September 27, 2024 11:00 amNo Comments

Apple analyst Ming-Chi Kuo has announced that Apple is developing a new generation of its Vision Pro headset, scheduled to…

iPhone 16 Pro demand lower than expected – Ming-Chi Kuo

Monday, September 16, 2024 8:45 amMonday, September 16, 20242 Comments

TF International Securities’ analyst Ming-Chi Kuo compiled key data on iPhone 16 lineup’s first-weekend pre-orders for each model…

Apple to launch Apple Watch Ultra 3 and Apple Watch SE 3 next year – Ming-Chi Kuo

Tuesday, September 10, 2024 10:38 amNo Comments

Apple supply chain analyst Ming-Chi Kuo on Tuesday predicted that an Apple Watch Ultra 3 and an Apple Watch SE 3 will be released in 2025…

Foldable 18.8-inch MacBook mass production delayed significantly – Ming-Chi Kuo

Thursday, August 22, 2024 9:30 am5 Comments

Apple’s rumored foldable 18.8-inch MacBook has had its entry into mass production delayed significantly, according to Ming-Chi Kuo…

Apple’s iPhone 16 Plus may be the last plus-sized regular iPhone

Wednesday, July 31, 2024 1:56 pmNo Comments

If analysts’ predictions turn out to be correct, the iPhone 16 Plus could be the last plus-sized regular iPhone offered by Apple…

Apple preps ‘ultra-thin iPhone 17’ for 2025 release

Thursday, July 25, 2024 3:56 pm6 Comments

Apple analyst Ming-Chi Kuo has outlined potential specifications for a new, ultra-thin iPhone 17 model. The device is expected to feature…

Samsung to break Sony’s iPhone monopoly in 48MP camera sensors with iPhone 18 – analyst

Wednesday, July 24, 2024 10:09 am1 Comment

The upcoming iPhone 16 Pro Max is rumored to feature Sony’s advanced 48MP Exmor IMX903 sensor. This new sensor boasts double-layer…

Apple Watch Series 10 to feature larger display, thinner design – Ming-Chi Kuo

Monday, June 17, 2024 12:21 pmNo Comments

TF International Securities analyst Ming-Chi Kuo says that the next-gen Apple Watch Series 10 will be thinner and have a larger screen…

Apple said to debut foldable MacBooks in 2026

Thursday, May 23, 2024 11:39 amThursday, May 23, 20244 Comments

A new report from TF International Securities analyst Ming-Chi Kuo estimates that Apple could ship more than 1 million devices with…

Apple reportedly working on a 20.3-inch foldable MacBook

Thursday, March 7, 2024 5:16 pm4 Comments

Apple is currently working on a 20.3-inch foldable MacBook, Wuhan-based TF International Securities analyst Ming-Chi Kuo says via X…

Apple Vision Pro reportedly selling like crazy

Thursday, February 15, 2024 9:11 am4 Comments

Apple sold some 180,000 Apple Vision Pro spatial computers in pre-order sales and, according to analyst Ming-Chi Kuo in a new note…

Analyst estimates initial Apple Vision Pro pre-orders at 180,000 units

Monday, January 22, 2024 12:03 pm4 Comments

Last Friday, during the initial minutes of Apple Vision Pro pre-orders, some 180,000 units might have been sold, according to…

Just 60,000-80,000 Apple Vision Pro units available at launch – Ming-Chi Kuo

Friday, January 12, 2024 3:01 pm3 Comments

The Apple Vision Pro will launch beginning February 2nd, at all U.S. Apple Store locations and the U.S. Apple Store online, but expect…

Apple Vision Pro likely to sell out soon after it is available – Ming-Chi Kuo

Tuesday, January 9, 2024 9:43 am1 Comment

Apple’s Vision Pro spatial computer should sell out soon after it is available, thanks to demand from Apple’s core fans and heavy users…

iPhone 17 to get 24MP front-facing camera – Ming-Chi Kuo

Thursday, January 4, 2024 1:37 pm3 Comments

A significant upgrade to the iPhone 17’s front camera lens, the iPhone 16 Pro series tetraprism lens, the ultra-wide lens for the iPhone 16…

Apple Vision Pro mass shipments begin next week; launch by early February – Ming-Chi Kuo

Tuesday, December 26, 2023 9:01 amNo Comments

Apple Vision Pro is currently in mass production, according to TF International Securities’ analyst Ming-Chi Kuo, and will begin mass…

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