KGI ▪ September 25

AAPL: 114.71

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Foursquare is tapping into its data of foot traffic for the first time to predict Apple’s iPhone sales as the new iPhone 6s and 6s Plus launch this weekend. The company notes that it has “the world’s largest database of information on the foot traffic of people around the globe,” courtesy of its app users that use the app to check-in at locations they visit.  expand full story

KGI ▪ September 14

AAPL: 115.31

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While the 4.7-inch iPhone 6s on some U.S. carriers is still available for delivery on the September 25th launch date, nearly all of the larger, 5.5-inch iPhone 6s Plus models are now scheduled to deliver in 3-4 weeks for new orders. According to KGI Securities, this is not entirely due to high demand for the largest iPhone model. According to a new note from the firm, the constraints are actually due to supply problems with the 6s Plus’s backlight hardware:

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KGI ▪ September 6

AAPL: 109.27

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Although we may be just three days away from the unveiling of the iPhone 6S, which will mirror the iPhone 6 in appearance, KGI analyst Ming-Chi Kuo is already looking forward to the iPhone after the iPhone 6S, which would be named ‘iPhone 7’ if Apple followed previous year trends. In the tock year, Apple has typically changed the way the iPhone looks externally and apparently 2016 will be no different. The report says the next iPhone will approach iPod touch levels of thinness, with a body between 6 and 6.5mm. For comparison, the current iPhone 6 and 6 Plus are 6.9 and 7.1mm respectively.

It also indicates that the next-generation iPhone will use the same Force Touch technology as the yet-to-be-announced iPhone 6S and 6S Plus as Apple suppliers have invested heavily in the feature for this year’s devices.

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KGI ▪ September 3

AAPL: 110.37

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A report from the usually-reliable KGI has repeated many of the details from our exclusives on the iPhone 6S, but additionally offered support for an earlier rumor that the front camera will be upgraded to 5MP. Surprisingly, it also suggests that the rear camera lens may not be sapphire, as it has apparently failed drop tests.

Aside from upgrading rear camera module to 12MP, Apple will upgrade front camera module to 5MP […] The new iPhone may not be equipped with sapphire cover lens, as it still has quality issues on the drop test.

Although sapphire is much more scratch-resistant than Gorilla Glass, it is more brittle, and thus at greater risk of shattering when dropped.

The company also repeated its concerns that limited appeal of the new features, together with external economic factors, is likely to result in flat or negative sales growth …  expand full story

KGI ▪ August 19

AAPL: 115.01

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According to respected and generally reliable analyst Ming Chi-Kuo from KGI Securities, Apple’s long-awaited 12.9-inch iPad Pro will feature Force Touch stylus support—perhaps for something like an enhanced Pencil from Paper’s FiftyThree. Earlier this month, we detailed what to expect from Force Touch on iOS including support for an enhanced stylus paired with the larger iPad models.

He expects the larger tablet to go in to production between September and October and that the stylus will be able to take advantage of the new iPad’s Force Touch-enabled screen. It’s being imagined as a feature which could help users more easily navigate the larger display of the iPad Pro. KGI has predicted an optional Lightning-charging stylus sold alongside the larger-screened iPad since earlier this year.

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KGI ▪ August 11

AAPL: 119.72

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KGI – which has an excellent track record – has predicted a strong possibility of either zero or negative growth of iPhone sales in Q4 2015. The investment note cited by Taiwanese site Apple Daily (via GforGames) forecasts that Apple will sell between 65M and 75M iPhones, compared to 74.5M in the same quarter last year.

We predict iPhone 6S and iPhone 6S could be the first S-series models to see flat or lower shipments versus their predecessors.

KGI bases its pessimistic prediction on two factors. First, the weak state of the Chinese economy. Second, the very same argument I made in my opinion piece yesterday: that the headline feature of the iPhone 6S, Force Touch, doesn’t seem likely to wow customers …  expand full story

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