KGI Stories April 13, 2018

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A fresh report from Ming-Chi Kuo gives KGI’s take on the recent stories of poor market reception for HomePod. The report suggests that Apple could sell 2-2.5 million HomePods across all of 2018, with a million of those from first month pent-up demand.

Most analysts have predicted sales for HomePod around ten million a year, so Kuo’s prediction is quite pessimistic. He says the high price has cut off a lot of the potential market (in the face of tough, cheaper, competition) and that Apple is ‘mulling’ a lower-cost model.

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KGI Stories March 3, 2018

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Reliable Apple analyst Ming-Chi Kuo of KGI Securities is today out with a pair of new investor notes on Apple. The analyst offers new supply chain details on the new iPhones coming this year, AirPods demand, and more. Kuo also says Apple is planning a more affordable 13-inch MacBook Air for this year…

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KGI Stories February 14, 2018

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KGI continues to double-down on its claims on what the 2018 iPhone lineup will comprise. The 6.1-inch LCD iPhone will apparently resemble the iPhone X with a similar full-screen design, but at a more accessible price for customers; the analyst expects this new iPhone to be priced to replace iPhone 8 and iPhone 8 Plus, as cheap as $699.

The LCD 6.1-inch iPhone will use slightly less premium components, such as an aluminium frame instead of stainless steel. Nevertheless, given that it looks like a top-end iPhone in style, KGI believes the lower entry point will make it Apple’s most popular 2018 device and see total sales around 100 million units.

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KGI Stories January 29, 2018

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Reliable analyst Ming-Chi Kuo of KGI Securities has cast new doubt on the potential launch of an iPhone SE 2 with wireless charging or any other notable new features. In an interesting rebuttal to recent rumors, KGI questions the authenticity of recent claims for a few reasons.

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KGI Stories January 28, 2018

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Reliable Apple analyst Ming-Chi Kuo of KGI Securities is today out with a trio of new investor notes that offer some additional color on the supplier breakdown for this year’s new iPhones. The analyst has previously stated that Apple will introduce three new iPhones this year, including two OLED models at 5.8-inches and 6.5-inches, and an LCD model at 6.1-inches…

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KGI Stories January 23, 2018

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Reliable Apple analyst Ming-Chi Kuo of KGI Securities is today out with a new investor note offering more color on the new iPhone models coming later this year. Kuo predicts that Apple’s decision to bring the iPhone X design to additional models will cause an increase in sales, while also offering more information on specifications…

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KGI Stories January 19, 2018

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A new report from KGI defies market consensus claiming that iPhone X shipments are not as strong as many believe. The analyst says that it believes Apple will ship around 18 million iPhone X units in the current quarter, significantly below estimates in the 20-30 million range from other analysts. It primarily blames longer replacement cycles in China for the weaker demand for iPhone X.

However, KGI reaffirms its predictions of a three-tier 2018 iPhone lineup with a 6.1-inch LCD model, a successor to iPhone X and a 6.5-inch OLED ‘iPhone X Plus’ launching in the fall. In fact, KGI suggests that Apple may stop making iPhone X altogether when production of the new 2018 models ramp up.

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KGI Stories December 21, 2017

iPhone X Charger Battery
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KGI Securities analyst Ming-Chi Kuo predicted earlier this month that new iPhones next year will pack noticeably higher capacity batteries, but that move may not be entirely to extend battery life. Kuo’s latest investment advisory predicts “upgraded 3D-sensing and AR-related functions” that are more power-hungry.

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KGI Stories December 7, 2017

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Ming-Chi Kuo of KGI Securities is out with his latest investor note this evening covering more changes we can expect with next year’s iPhone refresh. Kuo writes that Apple will bring L-shaped battery designs to the 6.5-inch and 5.8-inch OLED iPhones introduced next year, allowing for increased capacity and improved battery life…

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KGI Stories November 6, 2017

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iPhone X is still brand new, but there are already a few rumors about what to expect from Apple next year for its successor(s). Included in a heavily supplier-focused investment report from KGI Securities’ analyst Ming-Chi Kuo is a fresh mention of Apple offering not one but two iPhones with OLED displays and stainless steel cases. The new report also predicts Apple will make changes to the stainless steel metal frame to improve data transmission quality.

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KGI Stories October 31, 2017

iPhone X TrueDepth Sensor
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It’s iPhone X review day and KGI is out with a new report on what to expect from next year’s iPhone update. Specifically, Ming-Chi Kuo of KGI Securities has issued a new report on the possibility of new iPhones next year gaining TrueDepth Cameras with 3D sensing on the backside like the front cameras on the new iPhone X.

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KGI Stories October 20, 2017

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With iPhone 8 now on sale, all eyes are on the upcoming iPhone X. A morning report from KGI reiterates production issues we’ve been hearing about the iPhone X, indicating that only 2-3 million units will be shipped for sale before the launch on November 3rd (preorders open a week from today).

KGI points to supply shortages for several components including circuit boards for the iPhone X antenna and wide angle camera, and the depth-sensing Infrared dot projector.

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KGI Stories October 12, 2017

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KGI Securities analyst Ming-Chi Kuo is out tonight with a new investor note. Kuo explains that, despite initially believing Apple might readopt fingerprint technology, it’s now likely that all 2018 iPhone models will move to Face ID and leave Touch ID in the past…

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KGI Stories October 6, 2017

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KGI’s Ming-Chi Kuo is today out with a new investor note in which he further analyzes the iPhone X supply chain and production struggles. Kuo also looks ahead to 2018, noting of when Apple will hit full production of the iPhone X as well as what’s in store for the 2018 iPhone…

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KGI Stories October 2, 2017

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A new report from KGI today includes a drop in the firm’s estimate for 2017 iPhone X shipments, its forecast for 2018-2019 performance, and how far behind Android devices are all thanks to Apple’s new TrueDepth camera system. This powers the new facial recognition and tracking system for Face ID unlocking, Animoji, and more.

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KGI Stories September 27, 2017

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A new report from KGI rebuts some of the industry pessimism around the launch of the iPhone 8 and iPhone 8 Plus. Although it is true that lines were shorter than the usual blockbuster iPhone release, KGI says that opening weekend sales were about half that of last year’s.

Given that many early adopters are waiting for the iPhone X, 50% sales volume is inline with expectations. KGI says they are seeing stable demand from carrier sales.

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KGI Stories September 25, 2017

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AAPL stock is down slightly today due to a report from Digitimes that Apple has asked suppliers to slow down delivery of iPhone X components, and investor fears that iPhone 8 demand is weak.

On the other side of the spectrum, KGI today says that iPhone X demand could reach 40-50 million units due to strong interest …

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KGI Stories September 8, 2017

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A new report from KGI this evening includes a detailed breakdown of the 3D sensors that will be found in the iPhone 8, predictions for what Apple will do for colors with the front of the device, and more.

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KGI Stories September 6, 2017

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KGI is out with a new report ahead of Apple’s September 12 event that shares a few details about the iPhone 8, or iPhone Edition as it may be called. Specifically, the latest report explains why the OLED iPhone must carry a premium price this year as well as the reason Apple will probably drop Touch ID fingerprint recognition.

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KGI Stories August 21, 2017

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In a new report out by KGI’s Ming-Chi Kuo, the group believes that Apple has a significant lead on Qualcomm in the 3D sensing technology space. KGI reports that Qualcomm won’t be making significant shipments until at least 2019.

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KGI Stories January 8, 2017

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ipad-pro-both-sizes1

In a new report out this morning from noted analyst Ming-Chi Quo at KGI Securities, we find the size of the new iPad form factor, expected in Q2 still in flux indicating that Apple may still be deciding between different sizes.

The new models will come in 12.9”, 10-10.5” and 9.7” versions. We note the 12.9” model will be the second generation of the existing 12.9” iPad Pro, the 10-10.5” model will be the high-end model equipped with a narrow bezel design, and the 9.7” model will be the low-priced option. The former two models will have an A10X chip manufactured by TSMC (2330 TT, NT$183.5, N), while the latter comes with an A9 chip made by Samsung LSI. Although we estimate iPad shipments in 2017 will drop again YoY to 35-37mn units, we except the decline to narrow to 10% from 2016’s roughly 20%, given that the 10-10.5” model may see more demand from commercial/ enterprises and tender markets, while the low-priced 9.7” model may have a greater shipment contribution and likely account for 50-60% of total shipments of new iPads.

Perhaps most interesting for AAPL stockholders is the psychological impact of iPad sales leveling off and greater ASP…

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KGI Stories November 4, 2016

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apple-iphone-7-teardown

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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KGI Stories September 29, 2016

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iphone-8

Reliable analyst Ming-Chi Kuo of KGI Securities has released a new report further forecasting that the 2017 iPhone will likely adopt and glass front and back design like the iPhone 4 and iPhone 4s. The idea seems to be that the new Jet Black iPhone 7 has proved highly popular with customers due to the appeal of its glossy finish, and glass would make it much less scratch prone; Apple has recommended customers use a case with the glossy aluminum model to avoid ‘micro abrasions’ from general usage.

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KGI Stories May 11, 2016

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iPhone-7-dual-camera-render

Contrary to a previous report, KGI’s Ming-Chi Kuo now believes Apple’s next-generation 5.5-inch iPhone, likely to be called the iPhone 7 Plus, will have a dual back camera across the whole line. Previously, KGI is quoted as saying only the high end configurations of the iPhone would adopt the new camera technology:

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KGI Stories April 24, 2016

apple

Reliable Apple analyst Ming-Chi Kuo at KGI Securities has today published a new research note in which he has some not-so-good predictions for how Apple will fare in the smartphone market during 2016. Kuo predicts that Apple, under the “worst case scenario,” could see iPhone shipments in 2016 lower than what it saw in 2014. Furthermore, Kuo anticipates that Apple will be the only top-five smartphone brand to see a decline in shipments year over year.

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KGI Stories April 11, 2016

applewatch_hero_2x

A KGI investment note seen by 9to5Mac suggests that Apple Watch shipments will fall by more than 25% this year. The note estimates 2015 sales at 10.6M units, and predicts that full-year shipments this year will be below 7.5M units. The fall would be even more dramatic in real terms, as it would be comparing 12 months of sales in 2016 against 8 months of sales last year.

The company cites two reasons for the forecast. First, that the wearable device market is still a fledgling one, not yet mature in terms of behaviour. But KGI’s Ming-Chi Kuo also believes the Watch itself falls short …

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KGI Stories February 27, 2016

iPhone lineup

In a research note for investors, KGI Securities has posted some interesting claims about the new 4 inch ‘iPhone SE’ coming from Apple in March, as reported by 9to5Mac. The iPhone SE is expected to be very similar to the iPhone 5s in appearance with slightly curved edges, but feature the latest processor internals, an A9 chip just like the iPhone 6s as well as Apple Pay and Live Photos.

KGI claims the phone will also feature a 12 megapixel camera, matching the latest iPhones in megapixels. KGI also believes the new 4 inch iPhone to sell between $400-$500 range. This would be a significantly cheaper phone than the current lineup: the year-old iPhone 6 starts at $549 …

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KGI Stories January 24, 2016

iphone-6c_iphones_grey

KGI’s Ming-Chi Kuo issued an AAPL investor report this morning that is mostly pessimistic on Apple’s prospects of meaningfully increasing iPhone and iPad sales in the first half of the year. The Taiwan-based investment analyst doesn’t see an upside to the release of the iPhone 5se or iPad Air 3 later this quarter, sees meaningful slowing in YoY 6S/Plus sales and isn’t yet excited about the iPhone 7expand full story

KGI Stories December 15, 2015

iPad family 2-1

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

KGI Stories November 25, 2015

OLED display Apple Watch benefits from deeper blacks and greater energy efficiency thanks to OLED technology
Comments (17)

OLED display

Apple Watch benefits from deeper blacks and greater energy efficiency thanks to OLED technology

Apple is expected to begin shifting iPhones from LCD displays to improved OLED screens starting in 2018, according to Nikkei Asian Review. Currently the display technology is only used by Apple to produce Apple Watch displays while iPhones and iPads use older LCD technology. OLED benefits from greater contrast levels and much deeper blacks as the display only illuminates to present color. This offers energy efficiency that leads to improved battery life compared lighting up the entire display each time. expand full story

KGI Stories November 17, 2015

ipad-pro-2

Respected analyst Ming Chi-Kuo from KGI Securities has this evening issued an investor note in which he predicts sales for Apple’s latest tablet, iPad Pro. Kuo predicts in his note that Apple will sell between 2.4 million and 2.6 million iPad Pro units in the fourth quarter of 2015. As we head into 2016, Kuo expects those numbers to slide slightly to between 2.1 million units and 2.3 million units.

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KGI Stories November 6, 2015

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

Theo Levey's early iPhone 6 render wasn't perfect, but it was usefully close

Theo Levey’s early iPhone 6 render wasn’t perfect, but it was usefully close

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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KGI Stories October 22, 2015

iphone-6s-1

An investment note by KGI predicts that Apple will next week report year-on-year iPhone sales up 23.6% to 48.5M, but says that that holiday quarter sales will be down on last year, and that the decline will continue into the first quarter of next year.

KGI says that China is the big factor, included as a launch country this year, and hence contributing to calendar Q3/fiscal Q4 sales, while last year’s China sales fell into the holiday quarter. It estimates that 22M of the iPhones sold last quarter were the new iPhone 6s/Plus. Apple sold 47M iPhones in the previous quarter.

Despite the launch of the iPad Pro next month, both iPad and Mac sales will fall across all three quarters, predicts the report …  expand full story

KGI Stories September 25, 2015

Foursquare-iPhone6s-sales

Foursquare is tapping into its data of foot traffic for the first time to predict Apple’s iPhone sales as the new iPhone 6s and 6s Plus launch this weekend. The company notes that it has “the world’s largest database of information on the foot traffic of people around the globe,” courtesy of its app users that use the app to check-in at locations they visit.  expand full story

KGI Stories September 14, 2015

iphone6splus

While the 4.7-inch iPhone 6s on some U.S. carriers is still available for delivery on the September 25th launch date, nearly all of the larger, 5.5-inch iPhone 6s Plus models are now scheduled to deliver in 3-4 weeks for new orders. According to KGI Securities, this is not entirely due to high demand for the largest iPhone model. According to a new note from the firm, the constraints are actually due to supply problems with the 6s Plus’s backlight hardware:

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KGI Stories September 6, 2015

iphone7render-4

Although we may be just three days away from the unveiling of the iPhone 6S, which will mirror the iPhone 6 in appearance, KGI analyst Ming-Chi Kuo is already looking forward to the iPhone after the iPhone 6S, which would be named ‘iPhone 7’ if Apple followed previous year trends. In the tock year, Apple has typically changed the way the iPhone looks externally and apparently 2016 will be no different. The report says the next iPhone will approach iPod touch levels of thinness, with a body between 6 and 6.5mm. For comparison, the current iPhone 6 and 6 Plus are 6.9 and 7.1mm respectively.

It also indicates that the next-generation iPhone will use the same Force Touch technology as the yet-to-be-announced iPhone 6S and 6S Plus as Apple suppliers have invested heavily in the feature for this year’s devices.

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KGI Stories September 3, 2015

6s

A report from the usually-reliable KGI has repeated many of the details from our exclusives on the iPhone 6S, but additionally offered support for an earlier rumor that the front camera will be upgraded to 5MP. Surprisingly, it also suggests that the rear camera lens may not be sapphire, as it has apparently failed drop tests.

Aside from upgrading rear camera module to 12MP, Apple will upgrade front camera module to 5MP […] The new iPhone may not be equipped with sapphire cover lens, as it still has quality issues on the drop test.

Although sapphire is much more scratch-resistant than Gorilla Glass, it is more brittle, and thus at greater risk of shattering when dropped.

The company also repeated its concerns that limited appeal of the new features, together with external economic factors, is likely to result in flat or negative sales growth …  expand full story

KGI Stories August 19, 2015

ipad-pro-03

According to respected and generally reliable analyst Ming Chi-Kuo from KGI Securities, Apple’s long-awaited 12.9-inch iPad Pro will feature Force Touch stylus support—perhaps for something like an enhanced Pencil from Paper’s FiftyThree. Earlier this month, we detailed what to expect from Force Touch on iOS including support for an enhanced stylus paired with the larger iPad models.

He expects the larger tablet to go in to production between September and October and that the stylus will be able to take advantage of the new iPad’s Force Touch-enabled screen. It’s being imagined as a feature which could help users more easily navigate the larger display of the iPad Pro. KGI has predicted an optional Lightning-charging stylus sold alongside the larger-screened iPad since earlier this year.

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KGI Stories August 11, 2015

iphone-sales

KGI – which has an excellent track record – has predicted a strong possibility of either zero or negative growth of iPhone sales in Q4 2015. The investment note cited by Taiwanese site Apple Daily (via GforGames) forecasts that Apple will sell between 65M and 75M iPhones, compared to 74.5M in the same quarter last year.

We predict iPhone 6S and iPhone 6S could be the first S-series models to see flat or lower shipments versus their predecessors.

KGI bases its pessimistic prediction on two factors. First, the weak state of the Chinese economy. Second, the very same argument I made in my opinion piece yesterday: that the headline feature of the iPhone 6S, Force Touch, doesn’t seem likely to wow customers …  expand full story

KGI Stories July 19, 2015

WatchPlate Apple Watch rose gold gallery 9

A new report out from KGI’s Ming-Chi Kuo includes some interesting details about Apple’s planned fall product releases. Firstly, Kuo expects iPhone shipments to fall in the current quarter as anticipation builds for the new iPhone dubbed the ‘iPhone 6s’, although apparently ‘Force Touch yields are low’ which may constrict availability at the beginning. For Apple Watch, following a report earlier in the year to expect new materials for Apple Watch casings, Kuo claims Apple will launch new Apple Watch Sport color options to match the new iPhone.

This includes anodizing aluminum in either yellow gold or rose gold to match the gold options on the iPhone 6s and create a faux-Edition Sport model. Third-party coating services already exist for the Apple Watch (pictured above), but Apple’s additions would seemingly be for the aluminum, not steel models.  KGI believes Apple shipped a “tepid” 3.9 million Apple Watch units to date.

There is also news of a new iPad mini covered in KGI’s report, as well as sales estimates for all of Apple’s products ahead of the earnings calls on Tuesday.

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KGI Stories May 20, 2015

taptic

A new KGI research note predicts that production of the Apple Watch’s Taptic Engine component will begin to improve later this month, but slow demand has led to a downward revision of estimated shipments by 20-30%. The new estimate comes in at 5-6 million units shipped in the third quarter.

Combining that estimate with the data from last quarter has caused KGI to cut its annual shipment estimate in half. Where the general consensus previously predicted that Apple should ship 20-30 million smartwatches, the firm’s new number comes in at under 15 million.

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KGI Stories May 12, 2015

Artwork by shoplemonde.de

Artwork by shoplemonde.de

A special Top 11 list today from noted analyst Ming-Chi Kuo on the next iPhone (6s? 7?) that will be released later this year. Counting down:

  1. Force Touch will be the biggest upgraded selling point, but also one of the main bottlenecks of the supply chain. Force Touch can enrich user experience due to more input methods and support of handwritten signatures, which is beneficial for expanding in the commercial market
  2. Screen will remain at 4.7 and 5.5 inches, with resolution the same as existing models. There will be no new 4-inch model
  3. There will be an additional casing color, rose gold, matching the rose-gold Apple Watch Edition
  4. The camera will have a pixel upgrade, likely to 12MP
  5. One microphone will be added near the speaker to enhance voice quality
  6. The A9 processor with upgraded 2GB LPDDR4 will be adopted
  7. The bending issue will be improved by using different casing materials and internal mechanical design changes
  8. If drop test issues can be resolved, the 5.5-inch model will have a limited number of units with sapphire cover lens
  9. The recognition rate of Touch ID will be improved further in a bid to promote Apple Pay
  10. Gesture control support
  11. It’s expected that mass production will start in mid-to-late August. Total shipments will be 80-90mn in 2015, with a 2:1 ratio of 4.7-inch and 5.5-inch models.

Some thoughts: expand full story

KGI Stories April 26, 2015

KGI-AAPL-estimates

KGI’s Ming-Chi Kuo, one of the few analysts we feel credible, has his Apple numbers ready for Q1 2015. The analyst projects iPhone, iPad, and Mac shipments to be 58.2 million, 10.1 million, and 4.5 million respectively. He also estimates that Apple Watch shipments are currently at 631,000 units.

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KGI Stories April 15, 2015

watch-23

In a new report from KGI’s Ming-Chi Kuo, the usually accurate analyst estimates that global pre-orders for the Apple Watch will top 2.3 million units through May. A report earlier this week claimed that Apple Watch first day pre-orders were at almost 1 million units…

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KGI Stories April 2, 2015

force-touch

In a new report from KGI’s Ming-Chi Kuo, the analyst claims that a new four inch iPhone is unlikely for 2015. This contradicts some recent reports and supposed 4-inch ‘6C’ case leaks, but KGI is generally more reliable than other analysts. We would still be wary of any such predictions however, given that mass production of iPhone models will not be started for a few months giving plenty of time for Apple to change plans.

KGI also notes that whilst the next-generation 4.7 and 5.5 inch iPhones will feature pressure-sensitive Force Touch technology, it will work differently to what customers will see in the Apple Watch, new MacBook and updated 13-inch Retina MacBook Pro.

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KGI Stories February 10, 2015

KGI-Touch-ID-report

KGI is out with a new report today predicting both a large rise in the number of Touch ID sensors shipped this year as well as an improved version of the biometric security reader for the next version of the iPhone. “We raise our 2015F shipments of Touch ID (fingerprint recognition) module by 12.4% to 262mn sets, up 77% YoY.” As for the updated Touch ID sensor, the improved version is believed to offer more reliable reads and better security as Apple continues to push Apple Pay, it’s recently launched mobile payment service: expand full story

KGI Stories January 16, 2015

Apple Intel

As we reported earlier this week, often reliable KGI is predicting that Apple will bring its in-house designed A-series processor to an entry-level Mac sometime in 2016 with TSMC and Samsung expected to fab the potential A9X and A10X chips, respectively. As the move to put non-Intel chips in the Mac lineup would be a departure for the company, CNBC asked Intel CEO Brian Krzanich about the chip-maker’s business plans with Apple… expand full story

KGI Stories November 23, 2014

KGI-iphone-2014

KGI Research’s Ming-Chi Kuo, one of the few analyst/firms with a respectable record on Apple forecasts, updated its iPhone sales expectation numbers this weekend for the holiday quarter and Q1 of 2015.

Strong iPhone shipments in 4Q14. We forecast overall iPhone shipments will surge 82% QoQ to 71.5mn units in 4Q14, given robust demand for iPhone 6 and iPhone 6 Plus. The iPhone 6 Plus supply shortage implies not only robust demand, but also confirms our concerns regarding constraints within the supply chain. We believe 4Q14 iPhone shipments will be stronger if supply chain constraints are eased.

Kuo notes that the iPhone 5c and 4s which are still sold in emerging markets [like Virgin Mobile in the US?!] will be discontinued in 2015 after promotions that ironically will improve low end sales numbers in Q1 2015. Subsequently, average price per device sold will also drop significantly for Apple in Quarter 1… expand full story

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