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

39 Ming-Chi Kuo stories

April 2012 - November 2016


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 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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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
Stock Chart

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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9to5toys 

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

Ming-Chi Kuo Stories December 3, 2015

AAPL: 115.20

-1.08
Stock Chart

KGI’s Ming-Chi Kuo, who has a good track record on what if not when, says that Apple’s new 4-inch iPhone will “resemble an upgraded iPhone 5s,” but will get some new internals. Externally, he suggests the main visible difference will be similar curved-edge glass to the iPhone 6/6s.

Beneath the hood, he says the phone – expected to be dubbed the iPhone 6c – will get an A9 processor and NFC chip to support Apple Pay. The camera will, however, be identical to that in the 5s. Kuo’s investment note also supports recent reports that the 6c will get a metal case, stating that it will be available in at least 2-3 colors.

Kuo expects the phone to hit in the first quarter of next year, but does think that it may generate relatively modest sales …  expand full story

Ming-Chi Kuo Stories November 6, 2015

AAPL: 121.06

0.14
Stock Chart
Theo Levey's early iPhone 6 render wasn't perfect, but it was usefully close
Comments (8)

Reporting on future Apple products isn’t easy — it’s actually one of the biggest challenges in the world of technology journalism. Back in April 2011, The Verge’s predecessor (This Is My Next) ran a much-discussed report on the “iPhone 5,” which was claimed to be teardrop-shaped, with an enlarged, gesture-sensitive Home Button, and a bezel-less 3.7″ screen. NFC, inductive charging, and a speaker and sensors hidden behind the screen were also said to be possibilities for the new iPhone. Not surprisingly, the report lit up the Internet, generating a lot of attention (and over 500 comments) for a fledgling web site. Though some people were skeptical, accessory makers actually took the report seriously enough to manufacture cases matching the claims.

As it turned out, the report was wrong — very wrong. Exactly none of those features actually arrived in either the “iPhone 4S” Apple announced in October 2011, or the real “iPhone 5” that debuted in September 2012. The report also didn’t forecast actual iPhone design trends in any useful way. From my standpoint, that’s the critical difference between most Apple rumors and the ones that are actually worth caring about: some early information, even if it’s imprecise, can help you make a better buying decision about an Apple product today or six months down the line.

A small group of nitpickers — notably including people who are fed information directly by Apple, off-the-record — have been taking shots at people who report independently-researched rumors, attempting to undermine the value of big, “not from Apple” scoops versus small, “not (officially) from Apple” tidbits. This may be an inside baseball topic that most people really don’t care about, but it’s worth at least considering for a moment…

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9to5google 

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