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Ming-Chi Kuo

"The Most Accurate Apple Analyst in the World"

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Ming-Chi Kuo is an analyst with KGI Securities, which is a Taiwanese business group involved in a range of industries. Kuo covers technology with a focus on Apple.

His strong track record predicting Apple’s products and plans over the last several years has earned him titles like “The Most Accurate Apple Analyst in the World” and “The Analyst Who Reveals all of Apple’s Secrets.”

In 2011 Kuo started a string of correct predictions with the delayed white iPhone 4 release in April. Other claims about the 2012 MacBook Pro with Retina display and Touch ID and more iPhone 5s details in 2013 were also accurate.

More recently he correctly forecasted details about the iPhone SE as well as the Apple Watch Series 2 last year.

Image via DigiTimes

Kuo: iPhone 14 Pro to feature significant camera upgrades, including 48-megapixel sensor and 8K video recording

iPhone 12 Closeup

In addition to claiming that the iPhone mini screen size is no more, Kuo detailed some impressive camera specs for the 2022 iPhones. 

He reports that the standard rear cameras on the iPhone 14 Pro and iPhone 14 Pro Max will be upgraded to 48-megapixels, an increase from the 12-megapixel sensor in iPhone 12. 

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Kuo: ‘iPhone 14’ lineup in 2022 will not include 5.4-inch mini size

iPhone 12 mini production cut

A report today form renowned analyst Ming-Chi Kuo suggests that Apple will drop the 5.4-inch iPhone in 2022, instead offering a lineup of high-end and low-end 6.1-inch and 6.7-inch phones. 

The 5.4-inch screen sized featured this year in the iPhone 12 mini, and will be available in the iPhone 13 range this fall. However, it seems that will be its final outing. 

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Kuo: OLED iPad Air and Mini-LED MacBook Air coming next year

Rumors have been suggesting that Apple will soon release a new iPad Pro with a Mini-LED display, but the company also plans to bring this technology to other devices in the future. In a research note obtained by 9to5Mac, reliable analyst Ming-Chi Kuo claims that Mini-LED displays will be used in the MacBook Air by 2022, while the 2022 iPad Air will feature an OLED display.

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Kuo: Apple could launch 8-inch foldable iPhone and notch-less iPhone in 2023

Foldable iPhone – Microsoft Duo render

Ming-Chi Kuo’s analyst note today includes a range of predictions for iPhone 13, the next iPhone SE and iPhone 14, and also what we could see in 2023. Interestingly, Kuo predicts it’s possible Apple launches its first foldable iPhone as well as its first high-end model without a notch, and a sub-$600 iPhone 11 successor two years from now.

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Kuo details 2021 MacBook Pro: new design with squared-off sides, MagSafe connector and IO return, Touch Bar removed

Reliable Apple analyst Ming-Chi Kuo today released some interesting details about the upcoming MacBook Pro. Kuo describes this as the first major redesign of the laptop in five years, and will represent a significant upgrade over even the latest 2019 16-inch MacBook Pro. The new MacBook Pro will feature 14-inch and 16-inch sizes and feature ARM Apple silicon instead of Intel CPUs.

However, Kuo shares some much more surprising tidbits, namely that the Touch Bar will be gone in favor of physical function keys, the MagSafe charging connector returns along with more built-in IO ports that mean most users will not need to purchase additional dongles according to Kuo …

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Kuo: Market ‘too bullish’ on Apple Car, launch could be 2028 or later

Apple Car launch report

The rumors about Apple making its own EV shot back onto the scene last week with a report from Reuters about production possibly starting by 2024. Sources have said that Apple has a breakthrough monocell battery in the works and more. However, reliable Apple analyst Ming-Chi Kuo is out with a special note on Apple Car that says the market is “too bullish about Apple Car” and that 2025 would be the very earliest we could see the vehicle launch and says realistically, 2028 or later is possible.

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Kuo: Two redesigned MacBook Pros with mini LED in 2021, more affordable MacBook Air in 2022

Reliable Apple analyst Ming-Chi Kuo is out with a new investor note today in which he focuses on Apple’s planned transition to mini LED display technology, as well as the possibility that Apple will release “2 or 3 new chargers in 2021.” Kuo reports today that the mini LED transition will happen faster than initially expected.

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iPhone 12 preorders twice that of last year’s iPhone 11; Pro demand higher than expected – Kuo

iPhone 12 preorders

Apple analyst Ming-Chi Kuo estimates that iPhone 12 preorders are more than twice the level seen for the iPhone 11 last year. He says that preorders reached somewhere in the 1.7M to 2M range within the first 24 hours, contrasting this with a 500k to 800k range for the iPhone 11.

However, while it has been widely predicted that Apple’s first 5G phones would generate another ‘super-cycle,’ similar to that seen when the company launched the first larger-screened devices which debuted in the iPhone 6, there isn’t yet the evidence to support this scale of demand …

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Kuo: 5.4″ iPhone 12 to feature narrower notch, power button Touch ID coming to more iPads in 2021

How to use iPad as teleprompter

Ahead of tomorrow’s Apple event, reliable analyst Ming-Chi Kuo is out with a new investor note highlighting his expectations for the remainder of 2020. Kuo corroborates expectations that the new iPad Air will feature Touch ID in the side button, as well as blood oxygen support on the Apple Watch Series 6.

The Apple analyst also predicts that the 5.4-inch iPhone 12 will include a “slightly narrower notch area.”

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Kuo: We’ll be getting fewer super-fast 5G iPhones than expected

Super-fast 5G iPhones

This is the year of 5G iPhones, but one of the biggest unknowns around the iPhone 12 is which flavors of 5G we’ll get. All models in all countries are likely to support sub-6GHz 5G. This is effectively the next step up from 4G/LTE, with similar range but offering only a relatively modest bump in speed.

But when people talk about super-fast 5G, they are talking about a very different beast: mmWave 5G. This has more in common with WiFi than traditional mobile data. And it seems fewer iPhones than expected will have this high-speed capability …

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Kuo: iPhone 12 5G components will cost Apple around $75-$125 per unit

iPhone 12 hands-on dummy

In the latest TF Securities report from Ming-Chi Kuo, the Apple analyst estimates the cost of adding 5G to this year’s iPhone. Kuo believes it will cost Apple about $75 per unit for sub-6GHz 5G support, and up to $125 for millimeter wave 5G.

Kuo does not expect Apple to pass on all of the cost increases to the consumer sale price of the iPhone 12. That means Apple is looking to offset 5G component costs by looking for cost savings elsewhere in the phone. Kuo names the battery printed circuit board as one area where Apple is downgrading its specifications.

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Kuo: WeChat ban could significantly hurt iPhone sales

WeChat home screen

The Trump executive order banning US companies from having a business relationship with WeChat has many ramifications, and analyst Ming-Chi Kuo is concerned that the hit to iPhone sales will be significant.

If the order is implemented in full, it would see WeChat being removed from the App Store worldwide. WeChat is a critically important app for the Chinese market and if it’s no longer available on iOS, iPhone sales could decline by as much as 30%.

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Kuo: Apple will not include earbuds or charger in iPhone 12 box

Apple is set to be significantly slimming its packaging for its upcoming iPhone line. The analyst previously said that Apple will no longer include wired earbuds with the iPhone 12, and today reports that he also expects the power adapter to now be sold separately too.

Kuo says that Apple wants to keep selling the iPhone 12 at a similar price to the iPhone 11 and removing in-box accessories will offset the cost of the 5G networking components. This will presumably reduce the size of the iPhone packaging considerably, helping lower Apple’s freight costs and be better for the environment.


Kuo confirms ARM at WWDC: 13.3-inch MacBook Pro and new 24-inch iMac will be the first ARM Macs, released as soon as Q4

Following a report from Bloomberg that said Apple would announce the transition to ARM Macs at WWDC tomorrow, respected analyst Ming-Chi Kuo is reporting his latest predictions for the ARM Mac lineup. Kuo believes that Apple will announce the first ARM processor at WWDC and that the first Mac models to feature ARM CPUs will be a next-generation 13.3-inch MacBook Pro and a new redesigned iMac.

Kuo confirms that an all-new design iMac is launching imminently, and it will apparently be Apple’s last new Mac featuring an Intel CPU. Starting in Q4 2020 / Q1 2021, Apple will begin its ARM transition with the release of the 13.3-inch MacBook Pro running on Apple silicon, according to Kuo. The updated iMac — featuring a 24-inch display with thinner bezels — is scheduled to switch to ARM at a similar time.


Kuo expects ‘AirPods Pro Lite’ to be Beats, AirPods 3 and AirPods Pro 2 as soon as next year [U]

AirPods and AirPods Pro

Update: Kuo has issued an update to his report, saying that AirPods 3 will go into mass production during the first half of 2021, not the first half of 2020. We’ve updated our piece below as well.

Reliable Apple analyst Ming-Chi Kuo has published a new investor note today focused on Apple’s growing AirPods business. According to the analyst, Apple’s over-ear headphones will enter mass production sometime this summer. There are also new AirPods and AirPods Pro on the way.


Kuo: Ultra-wide band chip production ramp predicts Q3 2020 launch for Apple AirTags

As shared in a research note, TF Securities Ming-Chi Kuo expects Apple system-in-package partners to ramp up production of the ultra-wide band ‘AirTags’ in the second or third quarter of this year.

Kuo says that the supply chain will be producing tens of millions of units by the end of the year. Although not said explicitly, it suggests that Apple’s Tile-like trackers (referenced in code as ‘AirTags’) will be released this year.