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.
Everyone agrees that Apple will unveil the iPhone 5S and iPhone 5C next week at their September 10th event. It’s not in contention. What is in contention is when Apple will release the next iPad and iPad mini. Furthermore, what about the million-dollar question: will the iPad mini 2 have a Retina Display, and if so, will Apple be able to ship it before Christmas?
According to respected, usually accurate analyst Ming-Chi Kuo from KGI Securities, the answer is yes.
Analyst Ming-Chi Kuo of KGI Securities is one of the few analysts who routinely predicts Apple’s moves correctly. Yesterday, Kuo sent out a research note to investors that was filled with details about the iPhone 5S, including Kuo’s belief that we will see a gold-colored iPhone 5S available with 128GB of storage.
The rumor mill is starting to kick into full gear when it comes to Apple’s plans for the iPhone lineup in 2013. Over the weekend, it was reported that Apple would be holding an iPhone event on September 10th, and the company is widely expected to unveil not one, but two new models: the iPhone 5S and iPhone 5C. The 5S will be the successor to the flagship iPhone 5 and sport upgraded specs, while the 5C will have a plastic back and come in multiple colors.
When it comes to the iPhone 5S, this year’s upgrade could be pretty predictable—A7 chip, better cameras, etc. But then there’s the bet that Apple will do something radically different with the hardware and add a fingerprint sensor. Now the 5S could feature a redesigned home button made of sapphire. And we can’t forget about the iPhone 5C…
In the sphere of Apple, most analysts are generally full of it. KGI Securities analyst Ming-Chi Kuo is one of the exceptions; when he says something’s happening, there’s a pretty good chance it actually is.
Now, Kuo’s supply chain checks have indicated that the end of the year might be a rough one for Apple: not only is Kuo not anticipating a new iPad mini this year, but he’s forecasting serious supply issues at the launch of the iPhone 5S.
Today’s WWDC, and at the very least, we’re expecting new Macbooks based off of Intel’s new Haswell processors. But whither iMac, and when will Apple’s line of desktops be upgraded? It looks like Haswell-based iMacs could be announced today as well.
Apple’s not expected to show much at WWDC that isn’t software. Tim Cook himself pretty much precluded seeing any major updates to Apple’s hardware line until fall. That doesn’t mean, however, that Apple won’t bump the specs of some existing Mac models, and it’s now expected by one of Apple’s more reliable activists that Cupertino will do just that, unveiling upgraded MacBooks across the line at the beginning of June.
KGI Securities analyst Ming-Chi Kuo is one of the most reliable analysts out there when it comes to predicting upcoming Apple products. Whomever his sources are in the Far East, they run deep. So when Kyo says that the iPad 5 will be 15% thinner and 25% lighter than the iPad 4, and it will take significantly less time to charge, that’s a prediction worth taking seriously.
Even though the iPhone 5 was launched in October of 2012, many analysts and pundits believe that Apple will likely release the iPhone 5S sometime this summer.
KGI Securities analysts Ming-Chi Kuo thinks that you shouldn’t get your hopes too high for a new iPhone though. In a report he released today, Kuo claims Apple is facing production problems on both the iPhone 5 and cheaper iPhone and that they won’t launch until Q3 of 2013.
Foxconn sales declined 19% during the first quarter of 2013, and “disappointing” demand for Apple’s iPhone is getting the blame, Reuters reports. Between January and March, the company’s sales totaled NT$808.97 billion ($26.96 billion), down from NT$988.24 billion ($32.99 billion) in the fourth quarter of 2012, and NT$1 trillion ($33.38 billion) a year ago.