KGI: 5.5-inch iPhone 6 likely to be delayed until after October, possibly until 2015

KGI Securities analyst Ming-Chi Kuo, who has provided accurate Apple product information in the past (timing aside), has released a new research note predicting that supply constraints on key components may result in a serious delay in the release of the larger iPhone 6 model with a 5.5-inch display. According to the note, issues with the in-cell touch panel and coloring of the device could push the launch of the device back to a post-October date, possibly as late as next year:

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Analyst Ming-Chi Kuo: Apple’s sapphire-covered ‘iWatch’ to enter mass production in November

One of many iWatch concepts.

Noted analyst Ming-Chi Kuo, who has provided relatively accurate information on future Apple product plans in the past (but frequent misses on timing), has issued a new report today indicating that the Apple smart watch will enter mass-production in November. Kuo’s previous estimate on production for the “iWatch” indicated that the device would enter mass-production rounds in September. “We have pushed back our estimated time of iWatch mass production from late-September to mid-/ late- November. We also lower our forecast of iWatch 2014 shipments by 40% to 3mn units,” Kuo wrote in today’s report. The analyst claims the push back is due to more complex hardware and software engineering in this first generation Apple product category.

Kuo also provides some tidbits as to what he is expecting the device to feature:

  • Flexible AMOLED display
  • Sapphire coated display cover
  • Higher waterproof standards
  • New system-on-a-chip components

Both a flexible AMOLED display and sapphire crystal display covers have been rumored in previous reports about the Apple smart watch, waterproofing technology makes sense in light of this being a fitness device that straps to a wrist, and we first reported in January that the iWatch will sport a new system on a chip to pack in numerous sensors that could track health data such as steps taken, calories burned, hydration, and sweat. The device, which will also include advanced mapping functionality per multiple sources, will integrate deeply with the iOS 8 operating system and its HealthKit software. We expect the device to be announced at a keynote address in October and launch by the 2014 holiday season.

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Analyst: Apple plans to release cheaper iMacs, 8 GB iPhone 5s at WWDC [Update: "Nope"]

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KGI analyst Ming-Chi Kuo has made a few more predictions about what we’ll see from Apple in the near future. According to a new KGI research note, Apple could potentially release cheaper versions of the iMac and iPhone 5s during its developer conference next week to accompany its software announcements.

Earlier today new references to an unreleased iteration of the the iMac appeared in an OS X developer preview, likely indicating the impending release of a new model. It’s quite possible that this could be the cheaper iMac referred to in the report. Despite the rumored upgrade, KGI has revised its iMac shipment estimates down, citing a slow PC market:

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Report claims iPad 5 & Retina iPad mini will sport 8MP rear cameras w/ larger aperture

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With Apple’s rumored next-generation iPads expected to be launching as early as this month, often reliable KGI analyst Ming-Chi Kuo is sharing some new details on the expected iPad 5 and second generation iPad mini. Kuo is still expecting both products to launch later this year sometime in 4Q13, but in his latest report claims that Apple is prepping a camera upgrade for the new iPads that would include a bump up from the current 5 megapixel iSight camera to 8 megapixels along with other improvements:

Apple could upgrade the camera as a selling point for the new iPad in a bid to increase competitiveness.

We expect the upgrade will include 8MP rear camera, up from 5MP, and larger aperture. Lens module ASP will rise 10-20% on this optics spec upgrade.

As a reminder, the new iPhone 5s includes a new five-element lens designed by Apple that also includes a larger a F2.2 aperture with an 8 megapixel sensor. The device also brings a sensor with a 15 percent larger active area, auto stabilization, and bigger 1.5 micron pixels.

That would indeed be a nice camera to put on iPads. Read more

2014 iPhone will sport 4.5-5 inch screen, says analyst Ming-Chi Kuo

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Image via GottaBeMobile

According to KGI Securities analyst Ming-Chi-Kuo, Apple’s 2014 iPhone update is set to include a model with a larger display. Kuo pinpoints the screen increase to be between 4.5 and 5 inches. He also says that the display will continue to be based off of the in-cell touch screen technology. This display configuration, introduced with the iPhone 5, allows Apple to install thinner displays, and this means overall svelter phones.

Today’s claim is not surprising given that we have heard several indications that Apple is looking to boost the size of the iPhone’s display. Earlier this year, Reuters reported that Apple is exploring larger display sizes for the iPhone, particularly in the 4.7-inch and 5.7-inch “phablet” range. The aforementioned 4.7-inch Apple displays in testing would fit the claims of Kuo. Earlier this week, the Wall Street Journal reported that Apple was testing displays up to 6-inches in size…

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