Ming-Chi Kuo November 23, 2014

KGI-iphone-2014

KGI Research’s Ming-Chi Kuo, one of the few analyst/firms with a respectable record on Apple forecasts, updated its iPhone sales expectation numbers this weekend for the holiday quarter and Q1 of 2015.

Strong iPhone shipments in 4Q14. We forecast overall iPhone shipments will surge 82% QoQ to 71.5mn units in 4Q14, given robust demand for iPhone 6 and iPhone 6 Plus. The iPhone 6 Plus supply shortage implies not only robust demand, but also confirms our concerns regarding constraints within the supply chain. We believe 4Q14 iPhone shipments will be stronger if supply chain constraints are eased.

Kuo notes that the iPhone 5c and 4s which are still sold in emerging markets [like Virgin Mobile in the US?!] will be discontinued in 2015 after promotions that ironically will improve low end sales numbers in Q1 2015. Subsequently, average price per device sold will also drop significantly for Apple in Quarter 1… expand full story

Ming-Chi Kuo September 10, 2014

apple-watch-edition

We don’t yet know the price of the 18-karat gold Apple Watch Edition, but it doesn’t require psychic powers to know that it isn’t going to be cheap. KGH analyst Ming-Chi Kuo’s prediction of the most expensive model costing “several thousand dollars” is probably exaggerated, but may not be quite as far-fetched as it seemed.

David Pogue shared one of the things Apple didn’t mention on stage but did reveal during press demonstrations afterwards …  expand full story

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

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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 …

expand full story

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

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