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.
A new leak suggests Apple's only foldable with a development schedule and release is a 20.3-inch MacBook that would enter mass production in 2027.
Apple's iPhone shipments in 2024 will drop compared to 2023, analyst Ming-Chi Kuo forecasts, with a significant decline caused in part by lower shipments to China.
Following AppleInsider's report on Thursday about the likely cancellation of the Apple Watch Ultra with micro LED, analyst Ming-Chi Kuo says that Apple has abandoned nearly all of its plans to use micro LED displays.
Analyst Ming-Chi Kuo says Apple Vision Pro has declined rapidly, but the pattern he reports fits every new Apple device and how they initially sell out before demand settles.
The latest data from Ming-Chi Kuo delves into a number of factors surrounding the Apple Vision Pro, with the latest report detailing the specific rate of return of the headset.
Apple's shipments of iPhones may drop by up to 15% because of multiple issues including the iPhone 16 not being a compelling upgrade, according to analyst Ming-Chi Kuo.
Analyst Ming-Chi Kuo claims that Apple has sold between 160,000 and 180,000 of the Apple Vision Pro, but says demand may be falling.
The iPhone 15 Pro Max will still be the highest-selling iPhone model in the first half of 2024, according to analyst Ming-Chi Kuo, with its special telephoto lens being highly profitable to supply chain partner Largan.
While there are conflicting reports about exactly how many Apple Vision Pro units Apple will have available at launch, Ming-Chi Kuo thinks that the number will be smaller than previously predicted.
TF Securities analyst Ming-Chi Kuo is cautioning investors about the hype surrounding the Apple Vision Pro launch, saying that if the headset doesn't sell out at first, it may be a longer road to success than anticipated.
Analyst Ming-Chi Kuo claims Apple will upgrade the iPhone 17's front-facing selfie camera from 12MP/5P to 24M/6P for 2025, and is also planning improvements for the iPhone 16 cameras.
As part of a longer post about tech trends in 2024, analyst Ming-Chi Kuo has predicted that the Apple Vision Pro will start shipping to Apple in early January, with a new Mac event happening near the end of the year.
A supply chain report says the smaller iPhone 16 Pro will have Apple's tetraprism 120 mm camera, driving demand for the technology in 2024.
Apple's 2024 updates to its iPad lineup will include a new model of iPad Air, claims a prominent Apple analyst, with a new 12.9-inch variant supposedly on the way.
Analyst Ming-Chi Kuo said that Apple's shipments of iPhones in China declined more than he expected.
Analyst Ming-Chi Kuo claims that Apple has not begun developing a third generation of the Apple Watch Ultra, and so it's unlikely it will release one in 2024.
Apple could completely change the design of the MacBook Pro in 2025, an analyst forecasts, with an added proposal that Apple may add a more affordable MacBook to the range too.
Ming-Chi Kuo has changed his mind about MacBook Pro updates, forecasting historically tight supplies for new models until the first quarter of 2024.
Apple's attempts to catch up with the rest of the market in the generative AI field could cost more than first thought, with it potentially spending more than $5 billion over two years just on servers.
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Mike Wuerthele and Malcolm Owen
Wesley Hilliard
Malcolm Owen
William Gallagher
Mike Wuerthele
Peter Cohen
