KGI Securities

KGI: new MacBook Pros coming in 2017 with price cuts, 32GB RAM option

Cody Lee ∙ October 31, 2016

KGI Securities' Ming-Chi Kuo says he expects 2017 to be a solid year for Apple's MacBook Pro line. The reliable Apple analyst issued a note to investors on Monday, saying that he believes Apple will introduce price cuts for the MacBook Pro, as well as internal upgrades with support for up to 32GB of RAM.

The note comes less than a week after Apple introduced its all-new MacBook Pro with Touch Bar and Touch ID at a media event in Cupertino. The laptop has been met with a fair amount of criticism over its high price tag—the 13-inch model is up $500 over its predecessor—and lower-than-expected specs.

KGI: new MacBook Pros and 13″ MacBook next week, iMacs & 5K Cinema Display in 2017

Christian Zibreg ∙ October 22, 2016

According to revered Apple analyst Ming-Chi Kuo of KGI Securities, Apple's media event next Thursday will serve as a launchpad for a long-awaited update to the aging MacBook Pro notebook lineup, which will see “many” noteworthy upgrades.

Apple will also announce a brand new model of the new MacBook with a screen measuring thirteen inches diagonally, Kuo wrote in a note to clients.

Some observers think this machine is actually a thirteen-inch MacBook Air with new USB-C ports. As you know, the current Retina MacBook has a 12-inch Retina display.

Next-generation iMacs, as well as a rumored 5K resolution display won't be unveiled at the event because they're apparently not ready yet.

KGI: Apple could add 5-7 million iPhone sales due to Note 7 discontinuation

Christian Zibreg ∙ October 17, 2016

Global Note 7 recall and discontinuation could prove to be a blessing to Apple, helping the Cupertino firm boost iPhone sales by five to seven million units, according to KGI Securities analyst Ming-Chi Kuo.

In a note to clients this morning, a copy of which was obtained by MacRumors, the analyst speculates that Apple and Chinese Android manufacturer Huawei could be the primary beneficiaries of the Note 7 discontinuation, with Apple potentially seeing an influx of orders for the iPhone 7 Plus due to its dual-camera system.

KGI: 2017 iPhones to sport glass front/back, stainless steel edges on high-end models

Christian Zibreg ∙ September 29, 2016

Back in April, KGI Securities analyst Ming-Chi Kuo predicted that the Tenth Anniversary iPhone would undergo significant design changes, ditching the LCD screen and unibody aluminum casing for an all-glass enclosure and a wraparound AMOLED panel protected by curved 2.5 glass cover on the front.

In a new report issued to clients today, a copy of which was obtained by AppleInsider, Kuo says that there is “increasing likelihood” that all 2017 iPhones will have all-glass front and back, with a high-end iPhone 8 model adopting a stainless steel metal frame rather than aluminum.

Top Apple analyst expects fewer iPhone 7 sales than iPhone 6s garnered in 2015

Christian Zibreg ∙ September 26, 2016

Despite Note 7 fires and carriers suggesting iPhone 7 sellouts, top Apple analyst Ming-Chi Kuo of KGI Securities isn't entirely convinced that strong consumer demand will offset slowing shipments. In a note to clients obtained by AppleInsider, Kuo predicted 70-75 million iPhone 7 sales in 2016—lower than that of the iPhone 6s in 2015.

Kuo cautions that strong iPhone 7 sales are not “not entirely due to market demand” because carrier promotions inflated sales numbers and a larger amount of launch countries led to depleted inventories worldwide.

KGI: dual rear camera expected to remain exclusive to iPhone Plus next year

Cody Lee ∙ Updated May 17, 2018

The dual-lens camera system introduced on the iPhone 7 Plus this year is expected to stay exclusive to Apple's larger 5.5-inch handset in 2017, reports KGI Securities' Ming-Chi Kuo. The analyst issued a new research report on Friday, claiming that high costs and the need to differentiate high end iPhone models is likely to keep the feature Plus-only next year.

KGI: Apple’s wireless AirPods will be high-end, use a bespoke low-power Bluetooth chip

Christian Zibreg ∙ September 6, 2016

Apple's wireless headphones, likely to be called “AirPods”, will take advantage of an in-house designed Bluetooth chip and be marketed as a high-end alternative to the Beats brand, which itself will be positioned in the mid-range market, according to a note by KGI Securities analyst Ming-Chi Kuo.

In his report to clients, a copy of which was obtained by MacRumors, Kuo writes that Apple's custom-designed chip improves Bluetooth reliability, sound quality and battery performance for longer battery life versus an off-the-shelf chip.

KGI on iPhone 7: IPX7 waterproofing, 2.4GHz chip, new Force Touch sensor, LED flash & more

Christian Zibreg ∙ September 3, 2016

KGI Securities' Ming-Chi Kuo is probably the most reliable analyst out there when it comes to predicting Apple's unannounced gadgets and today he issued a new report to clients, a copy of which was obtained by 9to5Mac, to discuss some last minute details ahead of Apple's September 7 event.

In it, he shares many previously undisclosed iPhone 7 features, including a lot faster new chip, some new and updated sensors, significantly improved cameras with an upgraded LED flash system and more, plus specifics on waterproofing, new colors options, display technology and so forth.

KGI: 10.5″ model joining iPad Pro lineup in 2017, radically overhauled AMOLED iPad in 2018

Christian Zibreg ∙ August 15, 2016

KGI Securities analyst Ming-Chi Kuo—who has a decent, but not stellar track record in predicting future Apple products—just issued a peculiar note to clients regarding the future of Apple's iPad lineup.

In the note, a copy of which was obtained by MacRumors, the well-connected analyst does not expect any major refreshes to iPads in this year.

But for 2017, the analyst is calling for three new models: a brand new 10.5-inch iPad Pro size joining a second-generation 12.9-inch iPad Pro and a low-cost 9.7-inch iPad. These devices are predicted to be followed by a “revolutionary” iPad model in 2018 that should bring “radical changes” in form factor design and user behavior while adopting flexible AMOLED panels, which so-called Tenth Anniversary iPhone is expected to gain in 2017.

KGI: Apple to produce one iPhone 7 Plus model with dual lens and 3GB RAM

Christian Zibreg ∙ May 11, 2016

In somewhat surprising news, KGI Securities analyst Ming-Chi Kuo—arguably the most reliable Apple analyst out there—says there'll be one, not two iPhone 7 Plus models. Previous rumors have pointed to three different configurations: a regular 4.7-inch 'iPhone 7', a larger-screened 5.5-inch 'iPhone 7 Plus' and a so-called 'iPhone 7 Pro' with premium hardware features.

According to Kuo's note to clients, a copy of which was obtained by MacRumors, Apple plans to produce a single iPhone 7 Plus model. That 'Plus' edition should be the 'Pro' iPhone you've been waiting for: it'll come outfitted with a dual-lens camera system and have three gigabytes of RAM versus two gigabytes of RAM on the iPhone 6s generation.

One of the most reliable Apple analysts doesn’t see “many attractive selling points for iPhone 7”

Christian Zibreg ∙ Updated October 16, 2018

KGI Securities analyst Ming-Chi Kuo has arguably the strongest track record among his peers when it comes to anticipating unreleased Apple products. That being said, his most recent research note that he issued to clients last evening is something of a surprise to ardent Apple watchers.

In it, the revered analyst pours cold water on various iPhone 7 expectations, stating he doesn’t see “many attractive selling points” for the upcoming handset. A copy of Kuo's note to clients was obtained by AppleInsider.

As a matter of fact, Kuo believes Apple will be the only top-five smartphone vendor to see its shipments decline this year before they rebound in 2018, in time for a rumored monster iPhone 8 refresh.

KGI: major iPhone redesign due in 2017 with all-glass enclosure, AMOLED Retina screen and more

Christian Zibreg ∙ April 18, 2016

An iPhone 7, which we expect will launch this fall, won't differ much from the existing iPhone 6/6s design style because Apple is saving a major visual refresh of its smartphone for 2017, according to a research note Sunday by well-informed KGI Securities analyst Ming-Chi Kuo.

The note, a copy of which was obtained by MacRumors, quotes the analyst as saying that a 2107 iPhone refresh will bring not only the rumored jump to the superior AMOLED display technology but a whole new design language for the iconic smartphone that will ditch the all-metal appearance in favor of an all-glass enclosure.