KGI

KGI Securities analyst Ming-Chi Kuo, who has provided accurate Apple product information in the past (timing aside), has released a new research note predicting that supply constraints on key components may result in a serious delay in the release of the larger iPhone 6 model with a 5.5-inch display. According to the note, issues with the in-cell touch panel and coloring of the device could push the launch of the device back to a post-October date, possibly as late as next year:

Expand
Expanding
Close

A new research note from KGI indicates that the 4.7-inch model of the iPhone 6 won’t support optical image stabilization due to constraints in the production of VCM suppliers. The larger 5.5-inch version is expected to support the feature, while the smaller device will employ a cheaper motor that’s similar to the one found in the iPhone 5s.

Rather, we predict it will use a middle-mount type of open-loop VCM updated from the one used in the existing iPhone 5S. The 5.5” iPhone 6 is more likely to be equipped with OIS VCM due to lower estimated shipments and the need for more product features to differentiate itself from the 4.7” iPhone 6.

Expand
Expanding
Close

Image: abcnews.com

KGI’s Mingchi Kuo, an analyst with a solid track-record, and the man who came closest (almost) to calling opening weekend sales of the iPhone, now believes Apple shipped ‘just’ 11.4M iPhone 5c handsets in September, rather than the 17M he had earlier forecast, reports Business Insider.

Kuo is now estimating Apple shipped 11.4 million 5Cs in the September quarter, a 33% drop from his original estimate. He also says he expects 5C sales to be just 10.4 million units for the December quarter, a 10% sequential drop.

This makes some sense of the rampant discounting seen on the 5C (which actually started at Walmart before launch), but doesn’t necessarily mean that iPhone sales as a whole are down … 
Expand
Expanding
Close

With Apple’s rumored next-generation iPads expected to be launching as early as this month, often reliable KGI analyst Ming-Chi Kuo is sharing some new details on the expected iPad 5 and second generation iPad mini. Kuo is still expecting both products to launch later this year sometime in 4Q13, but in his latest report claims that Apple is prepping a camera upgrade for the new iPads that would include a bump up from the current 5 megapixel iSight camera to 8 megapixels along with other improvements:

Apple could upgrade the camera as a selling point for the new iPad in a bid to increase competitiveness.

We expect the upgrade will include 8MP rear camera, up from 5MP, and larger aperture. Lens module ASP will rise 10-20% on this optics spec upgrade.

As a reminder, the new iPhone 5s includes a new five-element lens designed by Apple that also includes a larger a F2.2 aperture with an 8 megapixel sensor. The device also brings a sensor with a 15 percent larger active area, auto stabilization, and bigger 1.5 micron pixels.

That would indeed be a nice camera to put on iPads.
Expand
Expanding
Close