Ming-Chi Kuo

Apple is unlikely to release any new Macs or iPads for the remainder of 2023, according to a series of predictions shared in recent weeks by analyst Ming-Chi Kuo. Macs Last month, Kuo said Apple was unlikely to release any new MacBooks with the M3 chip this year. All existing MacBook Air and MacBook Pro models are equipped with M2 series chips, so any new models would presumably be...

Apple will not release a second-generation version of the AirTag until 2025, according to Apple analyst Ming-Chi Kuo. Mass production on the accessory has reportedly been delayed until 2025, which has pushed back Apple's target launch timeline. Back in August, Kuo had said that mass production would kick off in the fourth quarter of 2024, suggesting a late 2024 or early 2025 launch....

MacBook sales have dropped significantly amid Apple's decision to launch no new Macs for the remainder of 2023, Apple supply chain analyst Ming-Chi Kuo reports. In a new -macbook-supply-chain-shipments-9cdc1c26b65a">post on Medium, Kuo claimed that MacBook sales as a whole are expected to be around 30% lower this year compared to 2022, reducing to about 17 million units. He highlighted that...

iPhones will not adopt resin coated copper (RCC) foil for their printed circuit boards until 2025, ainboard-to-61abc0d30883">according to Apple analyst Ming-Chi Kuo. Kuo says that Apple will not adopt this technology in 2024 because of its "fragile characteristics" and "inability to pass drop tests." If Apple and its supplier Ajinomoto can improve the RCC material before the third quarter of ...

The 2024 Apple Watch is "unlikely" to offer "significant innovative experiences," according to supply chain analyst Ming-Chi Kuo. For instance, in a post on Medium today, Kuo said the Apple Watch will not be equipped with a micro-LED display or blood glucose monitoring in 2024. He believes these features are at least two years away from being added to the Apple Watch. It's unclear if...

Apple plans to release new MacBooks and iPads with 3nm chips in 2024, but demand for the devices might be "below expectations" due to a "lack of growth drivers," according to research shared today by supply chain analyst Ming-Chi Kuo. Kuo explained in a blog post on Medium:Apple's 3nm demand for 2024 would be below expectations. In 2023, Apple's MacBook and iPad shipments declined...

Apple 場預期-7a5eeb613ab0">may have canceled plans to produce a lower-cost version of the Apple Vision Pro headset, according to Apple analyst Ming-Chi Kuo. There were multiple rumors of a lower-cost model coming out sometime around 2025, but that may not happen. Kuo does not give a reason for why the lower-cost headset may have been nixed, but he says that unless Apple significantly cuts down...

Complaints about heat issues with the iPhone 15 Pro models are not related to TSMC's 3-nanometer node that was used for the A17 Pro chip, according to well-respected Apple analyst Ming-Chi Kuo. Kuo says that overheating could be caused by "compromises made in the thermal system design" that allowed Apple to cut down on the weight of the ‌iPhone 15 Pro‌ models. Kuo says that the reduced heat...

Apple could upgrade to considerably more advanced 2-nanometer chip fabrication technology as soon as 2026, according to analyst Ming-Chi Kuo. In a recent ims-8b3b9daea440">post on Medium, Kuo explained that Apple will likely begin to use TSMC's 2-nanometer chip fabrication technology to produce iPhone chips as early as 2026. The iPhone 15 Pro's A17 Pro chip is the industry's first...

While a tetraprism lens with up to 5x optical zoom is currently exclusive to the iPhone 15 Pro Max, the feature will expand to both the iPhone 16 Pro and iPhone 16 Pro Max next year, according to supply chain analyst Ming-Chi Kuo. Kuo briefly revealed this information in a Medium post today focused on iPhone 15 Pro Max production challenges related to the camera. In the iPhone 15 Pro Max, ...

Apple has urgently addressed production challenges related to the iPhone 15 Pro Max's upgraded Telephoto camera system in order to boost supply of the device, according to research shared today by supply chain analyst Ming-Chi Kuo. Kuo said the iPhone 15 Pro Max's tetraprism camera module with up to 5x optical zoom has been the most significant supply bottleneck for the device. In response,...

There has been "robust" demand for the iPhone 15 Pro Max since the device became available to pre-order on Friday, according to supply chain analyst Ming-Chi Kuo. In a post on Medium today, Kuo said iPhone 15 Pro Max demand has outpaced iPhone 14 Pro Max demand during the equivalent period last year. However, he said demand for the iPhone 15 Pro is weaker than it was for the iPhone 14 Pro so ...

New iPad models are unlikely to be introduced before the end of the year, Apple analyst Ming-Chi Kuo today said. Kuo did not provide any further information about Apple's upcoming tablets. While the next-generation iPad Pro models have consistently been rumored to launch in 2024 rather than this year, reports around refreshes of the iPad mini and iPad Air have been mixed. Most recently, a ...

Apple is unlikely to release any new MacBook models with the M3 chip this year, according to information shared today by supply chain analyst Ming-Chi Kuo. "It seems that Apple will not launch new MacBook models (equipped with M3 series processors) before the end of this year," Kuo wrote on X, formerly known as Twitter. Earlier this year, Bloomberg's Mark Gurman said an Apple event in...

Apple plans to use its own modem chip for iPhones starting in 2025, according to information shared today by supply chain analyst Ming-Chi Kuo. He previously said the fourth-generation iPhone SE would be Apple's first device with the custom-designed 5G modem, but it's not entirely clear if this is still the plan anymore. In July, it was reported that mass-production of the fourth-generation...

A day after Apple announced it will be holding an event on September 12, analyst Ming-Chi Kuo has shared more predictions for the iPhone 15 lineup. The higher-end iPhone 15 Pro models are widely expected to be equipped with a titanium frame instead of a stainless steel frame, and Kuo said this change should contribute to the devices weighing less than iPhone 14 Pro models. Kuo said...

Apple is aiming for the highest-end iPhone 15 Pro Max to 鏡機種出貨成長快速-largan-is-the-leading-major-winner-of-e9b8c63cc904">account for roughly 35–40% of initial shipmen for the iPhone 15 series when it launches next month, according to analyst Ming-Chi Kuo. That would give Apple's most expensive model the highest share among the four models in the lineup, with Apple planning for Pro Max shipments to...

Apple will begin receiving mass shipments of the iPhone 15 Pro Max this week, according to information shared today by analyst Ming-Chi Kuo. This suggests that the iPhone 15 Pro Max will be available in September, despite concerns over a production delay, but customers might need to order one quickly if they want launch-day delivery. Apple is expected to unveil the iPhone 15, iPhone 15 Plus, ...

Apple's iPhone 16 series next year will adopt a stacked rear camera sensor design across the lineup, following similar adoption in this year's standard iPhone 15 models, according to 底並恢復成長與產品組合快速改善-sonys-capacity-will-remain-dd387a74afe">Apple industry analyst Ming-Chi Kuo. This year's lower-end ‌iPhone 15‌ and ‌‌iPhone 15‌‌ Plus models are expected to feature a 48-megapixel rear camera...

Apple analyst Ming-Chi Kuo today predicted that demand for the iPhone 15 series will be lower than that of the iPhone 14 series this year. Kuo said the lower demand could make it challenging for Apple suppliers to grow revenue in the second half of 2023. The upcoming iPhone lineup should consist of the iPhone 15, iPhone 15 Plus, iPhone 15 Pro, and iPhone 15 Pro Max. All four models are...