Ming-Chi Kuo Overview Updated November 12, 2018

Ming-Chi Kuo

"The Most Accurate Apple Analyst in the World"

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63 'Ming-Chi Kuo' stories

April 2012 - November 2018


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 November 12

TF International’s Ming-Chi Kuo has cut his estimates for iPhone XR shipments significantly, from 100 million to 70 million, through September 2019.  Kuo blames negative consumer confidence due to the ongoing trade war, competition from Huawei Mate 20 particularly in emerging markets, and customers coveting features like dual-camera.

Kuo has not lowered his total fourth quarter iPhone estimates of around 80 million units, as he believes the fall in XR shipments will be offset by higher sales of the XS series and legacy models like iPhone 8 and iPhone 7. However, he forecasts a decline looking into 2019.

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Ming-Chi Kuo Stories November 1

A new note from reliable supply chain analyst Ming-Chi Kuo of TF International Securities today includes the prediction that next year’s iPhone lineup will bring upgrades to Face ID. He also includes a forecast for the next round of iPads — before the newly announced iPads even reach customers.

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Ming-Chi Kuo Stories October 22

Ming-Chi Kuo is out today with a new note on iPhone XR pre-order demand. As he previously predicted, the new device is outpacing the sales of iPhone 8/8 Plus from last year even as stock of XR remains good.

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Ming-Chi Kuo Stories October 17

A new note today from Ming-Chi Kuo looks at how Apple’s A-series chips will guide the future of the company including its Apple Car efforts, Mac, and iPhone. He believes we could see Macs with Apple chips by 2020, while an autonomous Apple Car system may be run from custom silicon by 2023.

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Ming-Chi Kuo Stories October 15

After last week predicting strong sales of iPhone XR in China, Kuo now believes that the XR will broadly sell better than the iPhone 8 did last year. Contributing factors include the updated iPhone design with bezel-less display and dual SIM compatibility.

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iPhone XS more water resistant than iPhone X, but analyst expects 2019 version to remain IP68

In a new report today, Ming-Chi Kuo has predicted that next year’s iPhone lineup won’t make any improvements on the IP68 water resistance that Apple has included with the XS and XS Max.

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