In a sketchy new report, analyst Ming-Chi Kuo concludes that Apple Intelligence is a failure because Apple may have cut iPhone 16 orders before release. Or something like that.
Ming-Chi Kuo says that the iPhone 16 Pro continues to be the big seller, with production continuing through China's National Day holiday to keep up with demand.
Analyst Ming-Chi Kuo claims that Apple Intelligence will be the chief selling point of an M5-based Apple Vision Pro, and also that little else will change from the current model.
Following the Glowtime special event that didn't deliver an Apple Watch Ultra 3 update, analyst Ming-Chi Kuo forecasts the obvious, saying that it, and a new Apple Watch SE will arrive sometime in 2025.
Analyst Ming-Chi Kuo claims that Apple has ordered fractionally fewer iPhone 16 models than the iPhone 15, going against the idea that Apple Intelligence will prompt upgrades.
Qualcomm's 5G iPhone modem is on the way out much faster than expected, as Apple is now projected to rapidly move to using its own version, despite previous reports of delays.
It may be very few days until Apple unveils iPhone 16 to the world, but new rumors about iPhone 17 Pro Max suggest that the on-device Apple Intelligence will get a big boost with 12GB of RAM.
It's been said before that the iPhone 16 Pro ultra-wide camera will get an update to 48 megapixels, but a new rumor claims that Samsung — not Sony — will supply those image sensors two models later, in the iPhone 18 Pro.
Earnings calls from key iPhone suppliers suggest iPhone 16 isn't being ordered in any greater quantity than iPhone 15, bringing the rumored Apple Intelligence spurred super cycle into question.
The iPhone 17 range may not utilize the rumored thinner motherboard after all. It would have reduced costs and also increased available space for other components.
Analyst Ming-Chi Kuo says that Apple is turning to Vietnam-based Sunny Optical to manufacture the cameras for its M5 version of the MacBook Pro in 2025.
Analyst Ming-Chi Kuo claims to have details about 2024's iPhone 16 Pro range, and how optical zoom will keep improving up to 2027's iPhone 19 Pro.
Analyst Ming-Chi Kuo claims that the Apple Watch Series 10 is getting tenth-anniversary redesign that will bring it the same screen size as the Apple Watch Ultra.
Analyst Ming-Chi Kuo says that Apple has cut its iPhone component orders by 15% year over year, as users in China increasingly prefer AI and foldable smartphones from Huawei.
Analyst Ming-Chi Kuo maintains that other countries will receive the Apple Vision Pro shortly, and says it's possible because US demand is weak.
After years of rumors, Apple's all-screen folding MacBook Pro may be getting closer to reality, could be offered in multiple sizes, and may arrive sooner than expected.
TF Securities analyst Ming-Chi Kuo has laid out his predictions for the color options for the iPhone 16 lineup, coming in the fall of 2024.
Analyst Ming-Chi Kuo reports that the iPhone 16 Pro Max will get a new battery that has a greater energy density than before, which means a longer life if Apple keeps the battery to the same size.
A new supply chain rumor claims that Apple will switch to thinner resin-coated copper motherboards for a future Apple Watch, echoing previous reports of the same coming to the iPhone 17.
Ming-Chi Kuo says Apple has reduced its orders for Apple Vision Pro parts and assemblies, with the cut in shipments said to indicate lower demand for Apple's headset than previously thought.
{{ summary }}
William Gallagher
Malcolm Owen
Wesley Hilliard
Mike Wuerthele
Charles Martin
Mike Wuerthele and Malcolm Owen
