Ming-Chi Kuo ▪ August 22, 2014

newip6-1

Reuters is reporting that iPhone 6 production was disrupted for part of June and July after Apple was forced to abandon its plans to use a thinner display backlighting system in the new handset.

Suppliers to Apple are scrambling to get enough screens ready for the new iPhone 6 smartphone as the need to redesign a key component disrupted panel production ahead of next month’s expected launch, supply chain sources said …

expand full story

Ming-Chi Kuo ▪ August 20, 2014

iPad Air

A new report from Asian site TechNews.tw claims information from the Apply supply chain points to the next generation iPad Air doubling up on RAM from 1GB to 2GB. The additional memory would benefit system performance, especially during multitasking, when more memory-intesive tasks like browsing multiple websites in Safari and using other apps requires more RAM to function smoothly.

While most of the parts and component leaks out of the supply chain have centered around the next generation iPhone, which is expected to debut at an Apple event next month, the new report that the next generation iPad Air will double its memory follows a Bloomberg report earlier this month that new iPads with an anti-reflective coating over the display have entered production. expand full story

Ming-Chi Kuo ▪ August 19, 2014

Ming-Chi Kuo ▪ July 13, 2014

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:

expand full story

Ming-Chi Kuo ▪ July 10, 2014

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.

expand full story

Ming-Chi Kuo ▪ May 28, 2014

iphone-5s-deal-9to5toys

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:

expand full story

Submit a Tip

cancel

Submitting a tip constitutes permission to publish and syndicate. Please view our tips policy or see all contact options.

Powered by WordPress.com VIP