KGI Stories April 13

A fresh report from Ming-Chi Kuo gives KGI’s take on the recent stories of poor market reception for HomePod. The report suggests that Apple could sell 2-2.5 million HomePods across all of 2018, with a million of those from first month pent-up demand.

Most analysts have predicted sales for HomePod around ten million a year, so Kuo’s prediction is quite pessimistic. He says the high price has cut off a lot of the potential market (in the face of tough, cheaper, competition) and that Apple is ‘mulling’ a lower-cost model.

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KGI Stories March 3

Reliable Apple analyst Ming-Chi Kuo of KGI Securities is today out with a pair of new investor notes on Apple. The analyst offers new supply chain details on the new iPhones coming this year, AirPods demand, and more. Kuo also says Apple is planning a more affordable 13-inch MacBook Air for this year…

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KGI Stories February 14

KGI continues to double-down on its claims on what the 2018 iPhone lineup will comprise. The 6.1-inch LCD iPhone will apparently resemble the iPhone X with a similar full-screen design, but at a more accessible price for customers; the analyst expects this new iPhone to be priced to replace iPhone 8 and iPhone 8 Plus, as cheap as $699.

The LCD 6.1-inch iPhone will use slightly less premium components, such as an aluminium frame instead of stainless steel. Nevertheless, given that it looks like a top-end iPhone in style, KGI believes the lower entry point will make it Apple’s most popular 2018 device and see total sales around 100 million units.

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KGI Stories January 29

Reliable analyst Ming-Chi Kuo of KGI Securities has cast new doubt on the potential launch of an iPhone SE 2 with wireless charging or any other notable new features. In an interesting rebuttal to recent rumors, KGI questions the authenticity of recent claims for a few reasons.

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KGI Stories January 28

Reliable Apple analyst Ming-Chi Kuo of KGI Securities is today out with a trio of new investor notes that offer some additional color on the supplier breakdown for this year’s new iPhones. The analyst has previously stated that Apple will introduce three new iPhones this year, including two OLED models at 5.8-inches and 6.5-inches, and an LCD model at 6.1-inches…

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KGI Stories January 23

Reliable Apple analyst Ming-Chi Kuo of KGI Securities is today out with a new investor note offering more color on the new iPhone models coming later this year. Kuo predicts that Apple’s decision to bring the iPhone X design to additional models will cause an increase in sales, while also offering more information on specifications…

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