KGI Securities analyst Ming Chi Kuo has become the most accurate Apple seer around.
Over the past several years, one analyst has risen above the rest to become the most reliable voice on all things Apple. His name is Ming-Chi Kuo, and his ability to accurately prophesy Apple’s future product plans is unparalleled. Fittingly, he is also incredibly mysterious.
Kuo is back in the news with a report that the iPhone 6s — due in the fall — will have a new stronger case to make it less ‘bendable.’ The iPhone 6s will be made from the same tough-but-light 7000 series aluminum used in the Apple Watch (it’s also used to make bikes and planes). Kuo also predicts the 6s will come Rose Gold and a darker space grey, again, matching the near-black Apple Watch.
Last month, Kuo reported a long list of features coming to the 6s, including a better, faster A9 processor, a Force Touch screen, a 12-megapixel camera, better Touch ID, new gestures and more.
When will the iPhone 6 be released? Ever since the iPhone 4s, Apple has unveiled the next iPhone in September, but at least one analyst is now claiming that Apple might go back to a WWDC launch in 2014.
It’s hard to think of two analysts as different frome one another as Gene Munster and KGI Securities analyst Ming-Chi Kuo. While Munster has foolishly prattled on, predicting an Apple HDTV set every single year for at least five years without it coming true, Ming-Chi Kuo draws upon proven supply-chain sources across the Far East to make predictions about upcoming Apple products with almost unerring accuracy. When Munster opens his mouth, everyone laughs; when Kuo opens his, everyone listens.
So it’s odd to be writing a story in which Ming-Chi Kuo and Gene Munster’s predictions are lining up for a change, but it’s an odd world. In a recent note, Kuo argues that not only will an A7-powered Apple TV will be coming next year, but Apple will enter the living room with a proper HDTV set in 2015.
As you may have seen in our previous post on Apple’s fourth quarter (Q4) financial report, the Cupertino company has beat out Wall Street expectations this quarter, showing off a revenue of $37.5 billion with a hefty 7.5 billion profit to go along with it.
To help you make sense of Apple’s business this quarter, as well as some general trends of the last five years, we’ve taken it upon ourselves to put together some charts in an easy-to-read format to show you how the numbers break down, from revenue and profit margins to how many devices Apple is selling, to how much money it’s making from those sales.
Let’s take a look at some of the numbers in visual form, and see what we can take from it.
Even though most of the focus has shifted t the iWatch, people can’t seem to stop talking about Apple’s mythic HDTV, the iTV. Case in point: ahead of today’s iPad event, a Tokyo-based analyst has gone on record out of the blue saying 4K 55-inch and 65-inch iTVs are coming next year.
NPD DisplaySearch is one of the more reputable sources of supply-chain chatter there is, and they are currently making some bold predictions when it comes to Apple’s future iOS device line-up, from the iPhone 6, Retina MacBook Air, Apple HDTV and iWatch. Not only do they say that Apple is intending on announcing a retina iPad mini later this month (fingers crossed), but they say a larger iPhone is a certainty. In fact, they think every Apple display will improve across the board.
One of the problems that Apple has launching new iPhones in late September is that even though every iPhone release sells more than the release before it, they don’t actually bump Apple’s quarterly numbers as much as they could.
Why? Let’s take this year as an example. All signs point to the iPhone 5S and iPhone 5C launching on September 20th, but Apple’s financial quarter ends on September 30th. That gives Apple just ten days to sell as many iPhones as possible to bump up their quarterly results. It’s the October – December quarter where Apple sees the most iPhone sales.
So how many iPhones can Apple sell in just ten days? According to Pacific Crest analyst Andy Hargreaves, a lot. He thinks Apple can sell up to 13 million iPhones before the quarter closes.
Almost half of the top 50 apps on iPad are unavailable or have not been optimized for competing devices that run Google’s Android operating system. That’s according to a new report from Canalys, which believes Google should be doing more to encourage top developers to build high-quality tablet apps for its platform.