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.
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.
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