KGI Securities Stories April 30

One of the biggest sources of supply chain-based pre-release Apple hardware information has departed his position of nearly six and a half years. Ming-Chi Kuo, top Apple analyst at KGI Securities, left the company last Friday, April 27th, according to a report by the China Times via Bloomberg’s Mark Gurman.

KGI is Taiwan’s second-largest securities firm, and is set to mark its 30th year in business later this September. Kuo, who is easily the firm’s most recognizable analyst by name, previously worked at Taiwanese news company Digitimes. Now he appears to be largely moving on from reporting about Apple. expand full story

KGI Securities Stories April 26

Apple is expected to unleash three new iPhone models in the fall, two high-end models with OLED displays, and one 6.1-inch iPhone with an LCD display. In a new report, KGI’s Ming-Chi Kuo is sharing a few more details for what to expect with the LCD model.

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Sylvania HomeKit Light Strip

KGI Securities Stories September 9, 2016

KGI Analyst Ming-Chi Kuo, citing investor reaction to Apple’s new dual camera feature, is predicting that the module will remain exclusive to high-end iPhone models for next year’s anniversary release. Further, he expects high end iPhone Plus models to represent 30-40% of the total iPhone sales.

The investor note, which makes reference to a general belief that all the new iPhone models will come with a dual-camera module in 2017 as a trickle-down effect, places doubt on the possibility of the dual camera being adopted in non-Plus iPhones.

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KGI Securities Stories September 14, 2015

While the 4.7-inch iPhone 6s on some U.S. carriers is still available for delivery on the September 25th launch date, nearly all of the larger, 5.5-inch iPhone 6s Plus models are now scheduled to deliver in 3-4 weeks for new orders. According to KGI Securities, this is not entirely due to high demand for the largest iPhone model. According to a new note from the firm, the constraints are actually due to supply problems with the 6s Plus’s backlight hardware:

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KGI Securities Stories August 19, 2015

According to respected and generally reliable analyst Ming Chi-Kuo from KGI Securities, Apple’s long-awaited 12.9-inch iPad Pro will feature Force Touch stylus support—perhaps for something like an enhanced Pencil from Paper’s FiftyThree. Earlier this month, we detailed what to expect from Force Touch on iOS including support for an enhanced stylus paired with the larger iPad models.

He expects the larger tablet to go in to production between September and October and that the stylus will be able to take advantage of the new iPad’s Force Touch-enabled screen. It’s being imagined as a feature which could help users more easily navigate the larger display of the iPad Pro. KGI has predicted an optional Lightning-charging stylus sold alongside the larger-screened iPad since earlier this year.

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KGI Securities Stories February 10, 2015

KGI is out with a new report today predicting both a large rise in the number of Touch ID sensors shipped this year as well as an improved version of the biometric security reader for the next version of the iPhone. “We raise our 2015F shipments of Touch ID (fingerprint recognition) module by 12.4% to 262mn sets, up 77% YoY.” As for the updated Touch ID sensor, the improved version is believed to offer more reliable reads and better security as Apple continues to push Apple Pay, it’s recently launched mobile payment service: expand full story

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