Reliable Apple analyst Ming-Chi Kuo at KGI Securities has today published a new research note in which he has some not-so-good predictions for how Apple will fare in the smartphone market during 2016. Kuo predicts that Apple, under the “worst case scenario,” could see iPhone shipments in 2016 lower than what it saw in 2014. Furthermore, Kuo anticipates that Apple will be the only top-five smartphone brand to see a decline in shipments year over year.
KGI April 24
KGI April 11
A KGI investment note seen by 9to5Mac suggests that Apple Watch shipments will fall by more than 25% this year. The note estimates 2015 sales at 10.6M units, and predicts that full-year shipments this year will be below 7.5M units. The fall would be even more dramatic in real terms, as it would be comparing 12 months of sales in 2016 against 8 months of sales last year.
The company cites two reasons for the forecast. First, that the wearable device market is still a fledgling one, not yet mature in terms of behaviour. But KGI’s Ming-Chi Kuo also believes the Watch itself falls short …
KGI February 27
In a research note for investors, KGI Securities has posted some interesting claims about the new 4 inch ‘iPhone SE’ coming from Apple in March, as reported by 9to5Mac. The iPhone SE is expected to be very similar to the iPhone 5s in appearance with slightly curved edges, but feature the latest processor internals, an A9 chip just like the iPhone 6s as well as Apple Pay and Live Photos.
KGI claims the phone will also feature a 12 megapixel camera, matching the latest iPhones in megapixels. KGI also believes the new 4 inch iPhone to sell between $400-$500 range. This would be a significantly cheaper phone than the current lineup: the year-old iPhone 6 starts at $549 …
KGI January 24
KGI’s Ming-Chi Kuo issued an AAPL investor report this morning that is mostly pessimistic on Apple’s prospects of meaningfully increasing iPhone and iPad sales in the first half of the year. The Taiwan-based investment analyst doesn’t see an upside to the release of the iPhone 5se or iPad Air 3 later this quarter, sees meaningful slowing in YoY 6S/Plus sales and isn’t yet excited about the iPhone 7… expand full story
KGI December 15, 2015
KGI’s Ming-Chi Kuo is out with a set of research notes today highlighted by ‘iPad Air 3’ forecasts. Notably, the newest 9.7-inch Apple tablet is expected to be released in the 1st half of 2016, perhaps at the March event we’ve pinned to include the Apple Watch 2 with a possible appearance of the 4-inch iPhone 6c. The bad news is that like the iPad Pro, the new iPad Air 3 isn’t likely to have 3D Touch, which is a big part of the new iPhone 6s/Plus experience, according to the analyst… expand full story
KGI November 25, 2015
Apple is expected to begin shifting iPhones from LCD displays to improved OLED screens starting in 2018, according to Nikkei Asian Review. Currently the display technology is only used by Apple to produce Apple Watch displays while iPhones and iPads use older LCD technology. OLED benefits from greater contrast levels and much deeper blacks as the display only illuminates to present color. This offers energy efficiency that leads to improved battery life compared lighting up the entire display each time. expand full story