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Topic: KGI Securities

Apple planning lower cost MacBook Air for second quarter of 2018

03/03/2018, 12:03 pm

Reports from the supply chain gleaned by Ming-Chi Kuo from KGI Securities suggest that Apple hasn't abandoned the MacBook Air line, and will update the line at some point in the second calendar quarter of 2018 with at the least a lower price.

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Apple expected to ship 100M 6.1" LCD iPhone units priced at $700-$800 in late 2018

02/14/2018, 08:02 am

Adding to expectations that the new 6.1-inch iPhone with LCD display will be a blockbuster success, analyst Ming-Chi Kuo said on Wednesday that he expects the company will ship a whopping 100 million units in the second half of 2018.

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Next-gen 6.1-inch LCD iPhone again predicted to outsell OLED models

02/04/2018, 04:02 am

KGI analyst Ming-Chi Kuo believes consumer demand for a next-generation 6.1-inch LCD iPhone will outpace that of two OLED models rumored to debut during this fall's refresh cycle, buoying suppliers of LCD panels, aluminum chassis and other related components.

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6.1" LCD 2018 iPhone expected to account for 50% of Apple's new iPhone shipments

01/28/2018, 06:01 pm

New details on Apple's anticipated 6.1-inch LCD iPhone expected later this year were shared by analyst Ming-Chi Kuo on Sunday, who believes the handset will be a huge hit with consumers, offering capabilities of the iPhone X at a lower price point.

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iPhone X seen as 'strategic success' for Apple as 3D sensing cameras 2 years ahead of competitors

01/22/2018, 10:01 am

Fretting over iPhone X sales data is a fool's errand, analyst Ming-Chi Kuo believes, as he told investors on Monday that the premium-priced handset is a key strategic move for the company, positioning it far ahead of competitors for years to come.

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Apple said to be working on new large-capacity battery technology for 2019 iPhones

12/21/2017, 08:12 am

New 3D sensing and augmented reality functions expected to come to the iPhone's rear camera in 2019 will require more power consumption, prompting Apple to find ways to increase battery capacity, according to analyst Ming-Chi Kuo of KGI Securities.

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New Apple AirPods with smaller components could launch in late 2018

12/19/2017, 08:12 am

Even though Apple struggles to keep up with demand for the current AirPods design, the company may be working on hardware improvements to debut in the second half of 2018, according to well-connected analyst Ming-Chi Kuo.

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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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