Ming-Chi Kuo September 4, 2014

KGI analyst Ming-Chi Kuo, in a report this morning, states that both 4.7- and 5.5-inch models of the iPhone 6 will be launched next week and will both offer 128GB storage option. If Apple retains its usual three-tier structure this would suggest 32GB, 64GB and 128GB models – though it could be that 128GB would be a fourth tier, as with its iPad Air models. Or, as a previous report suggested, Apple could keep the 16GB option as a very low price tier and skip 32GB.

The same report predicts that the iPad Air 2 will be announced on the same day as the iPhone 6 rather than in a separate event in October. In this scenario, Apple would forgo any physical updates to the iPad mini line (perhaps price drops?). If true, this suggests that it could be a relatively minor refresh, perhaps simply with Touch ID added and a marginally thinner casing along with the RAM bumped up to 2GB for things like split window multitasking …  expand full story

Ming-Chi Kuo August 29, 2014

via @EA_Roa

via @EA_Roa

Following Re/code’s report earlier this week that Apple will announce its wearable product (iWatch, iBand) alongside new iPhones on September 9th, Re/code now adds that the device won’t actually be available this year.

Sources in position to know tell me it won’t arrive at market for a few months. “It’s not shipping any time soon,” said one. So when does Apple plan to ship its eagerly anticipated wearable? That’s not clear, but my understanding is that we’re unlikely to see it at retail until after the holiday season — think early 2015.  expand full story

Ming-Chi Kuo August 22, 2014

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 …

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Ming-Chi Kuo August 20, 2014

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:

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