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.
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.