KGI Stories Yesterday

A new report from KGI defies market consensus claiming that iPhone X shipments are not as strong as many believe. The analyst says that it believes Apple will ship around 18 million iPhone X units in the current quarter, significantly below estimates in the 20-30 million range from other analysts. It primarily blames longer replacement cycles in China for the weaker demand for iPhone X.

However, KGI reaffirms its predictions of a three-tier 2018 iPhone lineup with a 6.1-inch LCD model, a successor to iPhone X and a 6.5-inch OLED ‘iPhone X Plus’ launching in the fall. In fact, KGI suggests that Apple may stop making iPhone X altogether when production of the new 2018 models ramp up.

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KGI Stories December 21, 2017

KGI Securities analyst Ming-Chi Kuo predicted earlier this month that new iPhones next year will pack noticeably higher capacity batteries, but that move may not be entirely to extend battery life. Kuo’s latest investment advisory predicts “upgraded 3D-sensing and AR-related functions” that are more power-hungry.

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KGI Stories December 7, 2017

Ming-Chi Kuo of KGI Securities is out with his latest investor note this evening covering more changes we can expect with next year’s iPhone refresh. Kuo writes that Apple will bring L-shaped battery designs to the 6.5-inch and 5.8-inch OLED iPhones introduced next year, allowing for increased capacity and improved battery life…

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KGI Stories November 6, 2017

iPhone X is still brand new, but there are already a few rumors about what to expect from Apple next year for its successor(s). Included in a heavily supplier-focused investment report from KGI Securities’ analyst Ming-Chi Kuo is a fresh mention of Apple offering not one but two iPhones with OLED displays and stainless steel cases. The new report also predicts Apple will make changes to the stainless steel metal frame to improve data transmission quality.

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KGI Stories October 31, 2017

It’s iPhone X review day and KGI is out with a new report on what to expect from next year’s iPhone update. Specifically, Ming-Chi Kuo of KGI Securities has issued a new report on the possibility of new iPhones next year gaining TrueDepth Cameras with 3D sensing on the backside like the front cameras on the new iPhone X.

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KGI Stories October 20, 2017

With iPhone 8 now on sale, all eyes are on the upcoming iPhone X. A morning report from KGI reiterates production issues we’ve been hearing about the iPhone X, indicating that only 2-3 million units will be shipped for sale before the launch on November 3rd (preorders open a week from today).

KGI points to supply shortages for several components including circuit boards for the iPhone X antenna and wide angle camera, and the depth-sensing Infrared dot projector.

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