Ming-Chi Kuo Overview Updated January 19, 2017

Ming-Chi Kuo

"The Most Accurate Apple Analyst in the World"

See All Ming-Chi Kuo Stories

35 Ming-Chi Kuo stories

April 2012 - January 2017


Ming-Chi Kuo is an analyst with KGI Securities, which is a Taiwanese business group involved in a range of industries. Kuo covers technology with a focus on Apple.

His strong track record predicting Apple’s products and plans over the last several years has earned him titles like “The Most Accurate Apple Analyst in the World” and “The Analyst Who Reveals all of Apple’s Secrets.”

In 2011 Kuo started a string of correct predictions with the delayed white iPhone 4 release in April. Other claims about the 2012 MacBook Pro with Retina display and Touch ID and more iPhone 5s details in 2013 were also accurate.

More recently he correctly forecasted details about the iPhone SE as well as the Apple Watch Series 2 last year.

Image via DigiTimes

Ming-Chi Kuo Stories January 16

AAPL: 119.04

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Stock Chart

Reliable Apple analyst Ming-Chi Kuo of KGI Securities is out today with a new investor note, offering up some more information about what’s in store for the Mac lineup in 2017. Kuo claims that all MacBook models will be upgraded in 2017 with Intel’s latest Kaby Lake chipset, while there will also be a new 32GB RAM option for the 15-inch model.

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Ming-Chi Kuo Stories January 8

AAPL: 117.91

1.30
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In a new report out this morning from noted analyst Ming-Chi Quo at KGI Securities, we find the size of the new iPad form factor, expected in Q2 still in flux indicating that Apple may still be deciding between different sizes.

The new models will come in 12.9”, 10-10.5” and 9.7” versions. We note the 12.9” model will be the second generation of the existing 12.9” iPad Pro, the 10-10.5” model will be the high-end model equipped with a narrow bezel design, and the 9.7” model will be the low-priced option. The former two models will have an A10X chip manufactured by TSMC (2330 TT, NT$183.5, N), while the latter comes with an A9 chip made by Samsung LSI. Although we estimate iPad shipments in 2017 will drop again YoY to 35-37mn units, we except the decline to narrow to 10% from 2016’s roughly 20%, given that the 10-10.5” model may see more demand from commercial/ enterprises and tender markets, while the low-priced 9.7” model may have a greater shipment contribution and likely account for 50-60% of total shipments of new iPads.

Perhaps most interesting for AAPL stockholders is the psychological impact of iPad sales leveling off and greater ASP…

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Ming-Chi Kuo Stories November 23, 2016

AAPL: 111.23

-0.57
Stock Chart

According to Apple analyst Ming-Chi Kuo from KGI Securities, the 2017 iPhone will add wireless charging for the first time. Instead of plugging in a cable, iPhone 8 owners will be able to charge their batteries using an inductive pad similar to how the Apple Watch charges. Although many Android phones support wireless charging with plastic and metal chassis, the report says Apple’s switch to a glass casing for iPhone 8 will enable wireless charging at fast speeds with minimum disruption from frequency interference.

The report says that Apple may not bundle a wireless charger with every model — it may be limited to the more expensive, higher-capacity SKUs — but expects Apple to adopt wireless charging aggressively through 2018. Plans are up in the air at this point, of course, but buyers of the low-end models may find they have to buy an additional accessory if they want to charge their phone wirelessly.

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9to5toys 

Ming-Chi Kuo Stories November 4, 2016

AAPL: 108.84

-0.99
Stock Chart

KGI‘s Ming-Chi Kuo is out with his latest iPhone sales numbers forecast which shows the iPhone 7 line falling in sales for the second consecutive year. The primary drivers are weak demand in China, slow shipment volume of 4.7” iPhones in 1Q17, and the lack of a new iPhone SE in 2Q17.

  1. We are conservative about the sell-through of the 4.7” iPhone and Apple’s market share in China. As such, we estimate 1Q17 iPhone shipment volume of 40-50mn units, lower than the 51.2mn units in 1Q16.
  2.   Shipment volume in 2Q16 came in higher than expected thanks to upbeat demand for the iPhone SE. However, in order to keep gross margin at a high level and to avoid cannibalization of high-end models, we do not expect Apple to launch an upgraded iPhone SE in 2Q17. Without contribution from a new model, we forecast total iPhone shipment volume will reach 35-40mn units and fall YoY in 2Q17, lower than the 40.4mn units in 2Q16.

Falling sales may force Apple to exert pressure on its suppliers to reduce costs starting this month or next…

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Ming-Chi Kuo Stories November 2, 2016

AAPL: 111.59

0.10
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A rather speculative KGI note suggests that Apple’s focus on augmented reality (AR) instead of virtual reality (VR) will give the company a 3-5 year lead on the rest of the industry when it launches its first products. The report also suggests that Apple could use augmented reality as part of an autonomous driving system.

All of Apple’s past successes were related to human-machine interfaces, such as mouse for Mac, click wheel for iPod, and multi-touch for iPhone and iPad. Assuming Apple successfully develops AR, we predict the firm will enjoy the following competitive advantages: (1) redefining existing key products and leading competitors by three to five years. For instance, this could happen for iPhone, iPad and Mac; (2) eliminating obstacles of Apple Watch and Apple TV by offering an innovative user experience; and (3) entering new business fields, such as autonomous driving system.

KGI’s Ming-Chi Kuo doesn’t, though, expect Apple to launch its first AR product any time soon …

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Ming-Chi Kuo Stories December 15, 2015

AAPL: 110.49

-1.99
Stock Chart

KGI’s Ming-Chi Kuo is out with a set of research notes today highlighted by ‘iPad Air 3’ forecasts. Notably, the newest 9.7-inch Apple tablet is expected to be released in the 1st half of 2016, perhaps at the March event we’ve pinned to include the Apple Watch 2 with a possible appearance of the 4-inch iPhone 6c. The bad news is that like the iPad Pro, the new iPad Air 3 isn’t likely to have 3D Touch, which is a big part of the new iPhone 6s/Plus experience, according to the analyst… expand full story

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