analyst September 5, 2013

Mingchi-Kuo-ipad-2013.

An analyst note from a usually reliable Ming-Chi Kuo (郭明錤) seemingly confirms our expectation that Apple will not announce new iPads on September 10th, but at a separate event later in the year.

The note makes supply chain forecasts suggesting that assembly production of the iPad 5 and iPad Mini 2 will start with low-volume production this month, and enter mass-production in the final quarter. If the tablets were to be announced on September 10th, we would expect them to be much further along the production cycle by now.

As expected, both iPad models are said to use the A7X processor, which should see be a particularly noticeable improvement on the existing A5-based Mini.

There were a couple of surprises in the note …  expand full story

analyst July 22, 2013

Analyst Ming-Chi-Kuo, who has a fairly strong track record in predicting future Apple products (timing not withstanding), has issued a new report with claims for some of Apple’s new products for the rest of 2013. The following is a breakdown of Kuo’s claims by product:

expand full story

analyst April 12, 2013

9to5toys 

analyst April 9, 2013

analyst April 3, 2013

iRing concept by Victor Soto (via YankoDesign)
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We’ve seen predictions for an Apple HDTV and a revamped Apple TV experience come and go over the last couple of years. Analysts have predicted several times since as far back as 2011 that we’d see Apple introduce its own full-fledged TV set by the end of the year, and the most vocal analyst, Piper Jaffray’s Gene Munster, was still calling for a full HDTV by the end of the year with an innovative new remote control last we checked in. Today, in a note that sounds like it should have been scheduled for an April 1 release, another analyst has backed Munster’s claims that Apple will launch a full TV set (not a set-top box) in the second half of 2013.

Topeka Capital Markets analyst Brian White issued a note to clients today, following checks with supply chain sources in Asia (via BGR), claiming Apple’s “iTV” project will launch this year in 50- to 60-inch variants and come with a ring-shaped motion controller dubbed, get this, “iRing”:

The “iTV” ecosystem represents a major innovation for the $100 billion LCD TV industry that will revolutionize the TV experience forever, in our view. First of all, we believe “iTV” will be 60-inches in size (but could also include 50-55 inch options). Secondly, we believe Apple will release a miniature device called “iRing” that will be placed on a user’s finger and act as a navigation pointer for “iTV”, enhancing the motion detection experience and negating some of the functionality found in a remote.

White continued by saying Apple will include a “mini iTV” with iTV that will allow users to have a second-screen experience on a smaller, iPad-sized display: expand full story

analyst March 26, 2013

9to5google 

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