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.
Ming-Chi Kuo says sales of the 15-inch MacBook Air will be 20% below expectations following a decline in demand after the Back to School season.
According to analyst Ming-Chi Kuo, Apple is looking to use Resin Coated Copper for the motherboard in its 2025 iPhone 17, if the technology can be perfected.
According to Apple Analyst Ming-Chi Kuo, Apple isn't quite ready to switch the Apple Watch to MicroLED, and anticipates that it won't make the shift until 2025 at the earliest.
As part of a larger post about future Apple Watch rumors, analyst Ming-Chi Kuo is predicting that shipments of the wearable in 2023 will see a notable decline, year-over-year.
A second remark from Ming-Chi Kuo on Wednesday suggests that he has lost visibility on the Apple Car, and isn't clear when the vehicle might go into production.
Analyst Ming-Chi Kuo believes that weakness in Apple hardware demand through 2024 is causing a ripple effect that is reaching chip manufacturers, with orders for equipment falling by 30% in the next year.
Both the iPhone 16 Pro and iPhone 16 Pro Max will have the same tetraprism lens as the iPhone 15 Pro Max, analyst Ming-Chi Kuo forecasts, with no changes in specification expected.
The iPhone 15 Pro Max could face delays due to the production of the tetraprism lens system, with changes in specification introducing more stress to the camera's supply chain, says Ming-Chi Kuo.
The iPhone 15 Pro Max has higher demand than the iPhone 14 Pro Max, analyst Ming-Chi Kuo claims, but it still has to deal with long production wait times.
Analyst Ming-Chi Kuo says that it is "unlikely" that there will be any updates to the iPad before the end of this year.
In a note surrounding other 5G modem manufacturers, Ming-Chi Kuo has confirmed his belief that an Apple-produced 5G modem will arrive at some point in 2025.
Backing up a recent claim from analyst Ming-Chi Kuo, Bloomberg says that Apple is now working to 3D print the chassis for a forthcoming Apple Watch.
As the September iPhone 15 event draws closer, analyst Ming-Chi Kuo spells out what production problems the Pro models faced, and what are still challenges for Apple.
Analyst Ming-Chi Kuo says orders for iPhone 15 Pro Max will make up 35% to 40% of the initial shipments thanks to consumer interest in the new periscope camera system.
Despite rumors of the iPhone 15 Pro Max being delayed, analyst Ming-Chi Kuo says that mass shipments are starting this week, and reports of reduced orders are wrong.
Analyst Ming-Chi Kuo claims that reports Apple has an exclusive arrangement where TSMC absorbs the cost of failed processors is not true.
Analyst Ming-Chi Kuo says that a new stacked camera system will debut in the regular iPhone 15 models before appearing in the iPhone 16 Pro in 2024.
Analyst Ming-Chi Kuo has returned to his prediction of a second generation of AirTag in 2024, and is envisioning them working in tandem with Apple Vision Pro.
Analyst Ming-Chi Kuo claims Apple can't make a ChatGPT app by 2024, but that is in conflict with other recent rumors about generative AI.
{{ summary }}
Malcolm Owen
William Gallagher
Amber Neely
Mike Wuerthele
Wesley Hilliard
