analyst Stories September 5, 2013

Mingchi-Kuo-ipad-2013.

An analyst note from a usually reliable Ming-Chi Kuo (郭明錤) seemingly confirms our expectation that Apple will not announce new iPads on September 10th, but at a separate event later in the year.

The note makes supply chain forecasts suggesting that assembly production of the iPad 5 and iPad Mini 2 will start with low-volume production this month, and enter mass-production in the final quarter. If the tablets were to be announced on September 10th, we would expect them to be much further along the production cycle by now.

As expected, both iPad models are said to use the A7X processor, which should see be a particularly noticeable improvement on the existing A5-based Mini.

There were a couple of surprises in the note …  expand full story

analyst Stories July 22, 2013

Analyst Ming-Chi-Kuo, who has a fairly strong track record in predicting future Apple products (timing not withstanding), has issued a new report with claims for some of Apple’s new products for the rest of 2013. The following is a breakdown of Kuo’s claims by product:

expand full story

analyst Stories April 12, 2013

More reports claim next iPhone to include fingerprint tech, could lead to launch delays

Brian White, Topeka Capital’s Apple analyst that previously gave some quite out there predictions for an Apple TV with “iRing”, today is saying that his recent checks with suppliers in Asia indicate Apple will include fingerprint sensor tech in the next iPhone. For what it’s worth, White says it could be the flagship feature of the 5S like Siri was with iPhone 4S. That’s something we predicted earlier in our “S” iPhone piece (via BusinessInsider):

White says, “we believe fingerprint identification technology will be part of the iPhone 5S and this is likely to be the major new feature used to market the iPhone 5S, similar to what Siri was to the iPhone 4S.”

I know… It’s a rumor that we’ve heard many times before, but now another analyst that often has accurate information is saying that same fingerprint tech could be the source of delays for the next-gen iPhone.

KGI Securities analyst Ming-Chi Kuo has changed his previous predictions regarding product launches for iPhone, iPad, iPod citing a number of challenges with suppliers and the development of new features including the implementation of fingerprint technology in iPhone (via MacRumors):

Earlier we estimated that shipments of the new iPhone would begin in July (FDD version) and September (TDD version), while iPad mini 2 would hit the market in August. Currently, market consensus for shipments of iPhone 5S, low-cost iPhone and iPad mini 2 is July, July, and August, respectively. But in light of publicly available information and our knowledge of technological trends, we now think all three products will begin shipments later than our previous expectation and market consensus.

While Kuo, who previously laid out his roadmap for 2013, doesn’t provide new estimates for when the devices might ship, he does say that apple is facing challenges with finding the right color coatings that work with the fingerprint sensor rumored to be included in the next iPhone, and “technical challenges” related to the manufacturing of a Retina display for a second generation iPad mini. Needlessly to say we’ll be checking back in this summer to see how accurate these analysts reports have been.

analyst Stories April 9, 2013

New data from tech analysts Canalys (via TechCrunch) shows Google leading downloads, with Google Play accounting for 51 percent of the market against Apple’s 40 percent, but Apple well ahead in monetisation, taking 74 percent against “close to 20 percent” for Google. expand full story

analyst Stories April 3, 2013

We’ve seen predictions for an Apple HDTV and a revamped Apple TV experience come and go over the last couple of years. Analysts have predicted several times since as far back as 2011 that we’d see Apple introduce its own full-fledged TV set by the end of the year, and the most vocal analyst, Piper Jaffray’s Gene Munster, was still calling for a full HDTV by the end of the year with an innovative new remote control last we checked in. Today, in a note that sounds like it should have been scheduled for an April 1 release, another analyst has backed Munster’s claims that Apple will launch a full TV set (not a set-top box) in the second half of 2013.

Topeka Capital Markets analyst Brian White issued a note to clients today, following checks with supply chain sources in Asia (via BGR), claiming Apple’s “iTV” project will launch this year in 50- to 60-inch variants and come with a ring-shaped motion controller dubbed, get this, “iRing”:

The “iTV” ecosystem represents a major innovation for the $100 billion LCD TV industry that will revolutionize the TV experience forever, in our view. First of all, we believe “iTV” will be 60-inches in size (but could also include 50-55 inch options). Secondly, we believe Apple will release a miniature device called “iRing” that will be placed on a user’s finger and act as a navigation pointer for “iTV”, enhancing the motion detection experience and negating some of the functionality found in a remote.

White continued by saying Apple will include a “mini iTV” with iTV that will allow users to have a second-screen experience on a smaller, iPad-sized display: expand full story

analyst Stories March 26, 2013

Apple analyst Gene Munster still clinging to HDTV this year, warns no major product announcements until June iPhone 5S launch (Video)

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Piper Jaffray Apple analyst Gene Munster is out today with an updated outlook for the company, warning that Apple will not have any major product announcements until June and likely miss its June guidance with lower-than-expected iPhone and Mac sales.

In other words, the Retina iPad mini he predicted would launch in March—not happening. Instead, Munster said Apple could announce an incremental upgrade to iPad or iTunes in April and wouldn’t have a major product announcement until the iPhone 5S lands in late June. He also told Bloomberg this morning (video above) that a cheaper iPhone would be announced in September through a deal with China Mobile and ship in September or October.

Gene still prays for an Apple HDTV this year, telling Bloomberg this morning there is “no question whether it’s a set-top box versus a TV, it’s an actual TV.” He hopes Apple will announce its full-fledged television set by the end of the year.

Gene also thought Apple’s iWatch won’t make an appearance until 2014, while also noting that wearable technology has an opportunity to cannibalize the phone market within 5 to 10 years.

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