Ming-Chi Kuo of KGI Securities has a big research report out today with his late-minute predictions for Apple’s September 9th media event.
It’s a doozy of a note, mainly because it lays out not only juicy iPhone 6 and iWatch details, but the revelation that Apple is expected to introduce the second-gen iPad Air at the event as well.
Kuo, who nailed most of the details surrounding the iPhone 5s/5c launch last year, is saying that both 4.7 and 5.5-inch iPhone 6 models will be announced. On top of that, both will have a 128GB storage option. He also makes some interesting predictions regarding Apple’s sapphire plans and iWatch specs.
A reversible USB-to-Lighning cable and redesigned charger. One could be ready to ship this fall. Photo: Moca
A slew of reports and leaked pictures have suggested that Apple could ship a new Lightning cable with reversible USB connector in the iPhone 6’s packaging. That’s not happening, according to venerable Apple analyst Ming-Chi Kuo.
Kuo, who is rarely off the mark with his Apple predictions, has said that a new charging cable won’t debut this month due to “cost concerns” and “limited improvements to overall user experience.”
Despite a planned October unveiling, Apple may still not release the iWatch until next year. That’s the latest from Ming-Chi Kuo of KGI Securities, an unusually reliable Apple analyst.
Re/code reported two months ago that Apple’s first “foray into wearable devices” was planned for October. Kuo, on the other hand, has repeatedly thrown shade on the idea of a 2014 iWatch launch. Citing production difficulties this time, he still seems unsure.
While the world is eagerly awaiting Apple’s next generation iPhone 6, a new report from KGI Securities analyst Ming-Chi Kuo claims that both the 4.7-inch and 5.5-inch models Apple is expected to release may be pushed back due to production issues.
According to Kuo, Apple’s manufacturers are suffering delays related to the devices’ in-cell touch panel production, and also low-yield casing and chassis problems.
Besides a 4.7-inch model, Apple has been expected to announce an even larger 5.5-inch iPhone 6 this fall. But now production issues might keep Apple from pulling the trigger on an iPhablet until winter or even 2015.
Ming-Chi Kuo of the Taiwanese firm KGI Securities, who has been a consistently reliable source of information on Apple’s plans, isn’t bullish on seeing a 5.5-inch iPhone by the end of the year. Problems with the phone’s new display and casing could result in it being pushed back until well after the 4.7-inch iPhone 6 comes out.
Will Apple have iWatches ready to hit the shelves when it announces the wearable at its rumored event in October? Probably not.
Ming-Chi Kuo of KGI Securities, who is undoubtedly the most accurate Apple analyst on the planet, is saying that Apple won’t begin mass production of the iWatch until November. He has also lowered his sales projections considerably because of “complications” Apple has to deal with concerning new materials like sapphire.
KGI Securities analyst Ming-Chi Kuo is usually as reliable a source as it gets when it comes to what’s in the works with Apple’s supply chain. The analyst has correctly predicted countless major new Apple products months in advance, just by tracing the threads in the supply chain spider web.
But not even Kuo is infallible. Notable Apple journalist Jim Dalrymple has shot down Kuo’s latest report, suggesting that Apple will introduce a new iMac and a lower-capacity 8GB iPhone at its Worldwide Developers Conference, with just a single word: “Nope.”
Last month, we reported that always reliable analyst Ming-Chi Kuo was predicting that when Amazon finally gets into the smartphone business, it challenge the iPhone with a smartphone with as many as six different cameras. Kuo predicted that at least four of these cameras would be used for gesture control, allowing users to operate the smartphone without touching the touch panel.
We had a hard time wrapping our heads around it at the time, but now more data has come to light about how the system will work. And it sounds kind of dumb.
When we think about the iWatch, we tend to think of a little smartphone that you wear on your wrist, or at least a bit of technology, but if the latest reports are anything to go by, Apple’s iWatch play is going to much bigger than that: with the iWatch, Apple intends to do nothing less than conquer the world of fashion, becoming just as synonymous with luxury watches as Rolex. But how?
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.