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Topic: KGI Securities

Apple's AirPods a smash hit, shipments could reach 28M in 2018

12/04/2017, 08:12 am

Declaring AirPods "the most important accessory in Apple's wireless ecosystem," analyst Ming-Chi Kuo said he believes the company could ship between 26 million and 28 million units of the completely wireless headphones next year.

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6.5-inch iPhone X, 6.1-inch LCD iPhone in the works for late 2018 launch

11/13/2017, 11:11 am

Apple is said to have three new iPhone models in the pipeline for a late 2018 launch, two of which will be the company's biggest handsets ever, crossing the six-inch threshold with new edge-to-edge OLED and traditional LCD models.

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iPhone X, iPhone 8 Plus production accelerating alongside cutback in orders for iPhone 8

11/11/2017, 09:11 am

Reports from the supply chain suggest that any production problems that may have plagued the iPhone X are long past, and Apple and its manufacturing partners will increase production to ship about 26 million of the OLED model in the holiday quarter.

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Apple's 2018 iPhone X will have new metal frame allowing for faster wireless data transfers

11/06/2017, 11:11 am

Supply chain reports suggest that Apple will expand it's casing business for the 2018 iPhone to Catcher and Casetek, with a new casing required to improve data transmission quality.

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2018 iPhone X update expected to focus on reducing costs, won't feature TrueDepth 3D rear camera

10/31/2017, 11:10 am

Apple's forward facing TrueDepth camera system, which powers Face ID on the iPhone X, won't make it to the company's rear facing cameras next year, according to analyst Ming-Chi Kuo of KGI Securities.

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Apple's iPad Pro to gain Face ID with TrueDepth camera in 2018 - report

10/09/2017, 12:10 pm

After launching next month on the iPhone X, Apple's Face ID technology will reportedly make its way to the iPad in 2018, potentially paving the way for the elimination of the home button on the company's touchscreen tablet.

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TrueDepth Camera with Face ID could limit Apple's iPhone X production to 30M units this year

10/02/2017, 12:10 pm

Analyst Ming-Chi Kuo of KGI Securities has slashed his forecast for iPhone X shipments this fall to between 30 million and 35 million units, though he also told investors that any negative reaction to production issues could make for an attractive opportunity to buy more shares of AAPL.

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iPhone X preorders could top 50 million, but TrueDepth camera is bottleneck for Apple

09/25/2017, 10:09 am

The premium-priced iPhone X is on track to be a colossal success for Apple, but whether or not the company can overcome production issues to satisfy consumer demand remains a major question mark ahead of its November launch.

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Demand for Apple Watch Series 3 with cellular stronger than expected, taking 80%+ of preorders

09/18/2017, 01:09 pm

With a starting price just $70 more than the non-cellular option, the new Apple Watch Series 3 with cellular accounts for the lion's share of preorders ahead of this Friday's launch.

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Apple isn't expected to catch up to iPhone X demand before first half of 2018

09/15/2017, 11:09 am

Apple is poised to be able to ship about 40 million iPhone X units before the end of 2017, which won't be nearly enough to meet consumer demand for the redesigned handset with edge-to-edge OLED display, according to analyst Ming-Chi Kuo.

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Apple not expected to debut wireless chargers alongside iPhone X, buyers to rely on third-party accessories

09/12/2017, 06:09 am

Though Apple is widely expected to introduce three new iPhone models with wireless charging capabilities at a special event on Tuesday, one industry insider believes the company will not debut its own charging accessory, leaving buyers to fend for themselves for the foreseeable future.

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iPhone X supply constraints limit Apple's production to less than 10,000 units per day

09/11/2017, 10:09 am

Mass production of the iPhone X faces significant challenges ahead of launch, particularly for the gold model, with new technology limiting Apple to producing less than 10,000 units per day, according to analyst Ming-Chi Kuo.

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Samsung is sole supplier of costly 'iPhone 8' OLED, putting Apple in 'urgent need' of alternatives

09/06/2017, 12:09 pm

The upcoming launch of the "iPhone 8" will reportedly see Apple in a precarious position in terms of parts, as the only company currently capable of producing OLED panels for the new edge-to-edge display is said to be rival Samsung.

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Supply chain remains skeptical Apple can embed Touch ID fingerprint sensor into 'iPhone 8' OLED display

07/03/2017, 12:07 pm

A list of 10 features that the "iPhone 8" will have -- or lack -- has been published by noted analyst Ming-Chi Kuo, who believes Apple will not embed a Touch ID sensor under the screen.

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Apple expected to reveal new 10.5-inch iPad Pro at WWDC

05/13/2017, 03:05 pm

In addition to a rumored Siri-powered home speaker, Apple is also expected to announce a new 10.5-inch iPad Pro with a redesigned chassis at its annual Worldwide Developers Conference next month.

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Apple's Siri-based Echo competitor to carry premium price, feature high-end audio with 1 woofer & 7 tweeters

05/01/2017, 10:05 am

Apple's anticipated personal assistant accessory is expected to be a powerful and capable device, boasting "excellent" acoustics and computing power similar to recent iPhone models, positioning it for the high-end market with pricing higher than Amazon's Echo. And there's apparently a good chance it could be announced next month.

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'Severe supply shortages' of Apple's 'iPhone 8' said to be a major concern through end of 2017

04/24/2017, 08:04 am

Analyst Ming-Chi Kuo is once again cautioning investors that Apple's anticipated flagship "iPhone 8" could be in extremely limited supply to end 2017, thanks to the expected adoption of a number of new technologies, namely an edge-to-edge OLED display.

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All of Apple's 2017 iPhones will include fast charging via Lightning port, not USB-C

03/02/2017, 09:03 am

While the underlying technology behind the charging may change, the Lightning port will remain on all of Apple's three new iPhones coming later this year -- including the flagship "iPhone 8" --according to analyst Ming-Chi Kuo of KGI Securities.

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'iPhone 8' to include game changing 3D facial recognition tech in FaceTime camera

02/21/2017, 08:02 am

In addition to being a complete redesign of the iconic handset, Apple's anticipated "iPhone 8" will reportedly bring key technical upgrades to the platform, including a "revolutionary" front facing 3D camera system that can be used for a variety of applications, from biometric authentication to games.

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Apple's 'iPhone 8' to boast larger Plus-sized battery in form factor similar to 4.7" iPhone 7

02/13/2017, 10:02 am

By shrinking components inside of its next-generation flagship iPhone, Apple apparently plans to squeeze a Plus-sized battery into a smaller form factor, new details reveal.

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