Suppliers are backing away from Apple AR, says Kuo
With news of Pegatron moving AR headset production to a subsidiary, analyst Ming-Chi Kuo says firms are "gradually withdrawing" from working with Apple AR.
With news of Pegatron moving AR headset production to a subsidiary, analyst Ming-Chi Kuo says firms are "gradually withdrawing" from working with Apple AR.
Analyst Ming-Chi Kuo says he now expects that Apple will follow the new HomePod with a refresh of most of its audio devices, but not until the second half of 2024.
A new note from Ming-Chi Kuo states that Apple will include a periscope camera in only one model through 2025 — the iPhone 15 Ultra and iPhone 16 Ultra.
Analyst Ming-Chi Kuo suspects there will be no new iPads in 2023, and that the expected folding iPad will be released in 2024 with a carbon fiber stand.
The same day that Apple launched the 2023 Mac mini, analyst Ming-Chi Kuo says he expects no form factor redesign in a 2024 model.
According to Analyst Ming-Chi Kuo, Apple will be adding a budget model to its AirPods lineup by late 2024 at the earliest.
Analyst Ming-Chi Kuo has again claimed that the iPhone 15 Pro will switch to solid-state buttons, but this time saying supply chain sources have identified the component manufacturer.
Apple Analyst Ming-Chi Kuo believes that Apple plans to release a MacBook with an OLED display before the end of 2024, suggesting that the change could allow for "more diverse" form factor designs.
Apple wanted to release an iPhone SE 4 in 2024 as a test bed for its in-house modem chip, but development failures may have led to the cancellation of the budget iPhone.
Analyst Ming-Chi Kuo has revised his prediction for the official debut of the highly anticipated Apple augmented reality device, suggesting that the company will now announce it in spring 2023.
Analyst Ming-Chi Kuo is throwing cold water on the rumors that a folding iPad will replace the iPad mini and believes that Apple has a new one in the works.
Apple's in-development mixed-reality headset could see its launch pushed back from early 2023 to later in the year, indicates analyst Ming-Chi Kuo, with software issues causing an extended delay.
Because of ongoing supply chain disruptions, Apple's shipments of iPhone 14 Pro and iPhone 14 Pro Max models will be less than expected by between 15 million and 20 million units, according to Ming-Chi Kuo.
Analyst Ming-Chi Kuo believes that Goertek has stopped production of AirPods Pro 2, leaving just one supplier producing the complex devices.
Analyst Ming-Chi Kuo claims that Foxconn is to step up its iPhone production in India, specifically to overcome delays caused by China's COVID lockdowns.
The iPhone 15 Pro could have its mechanical buttons replaced, according to analyst Ming-Chi Kuo, with the volume and power buttons potentially changed to solid-state versions.
Apple's efforts to shift production out of China will focus on shifting more global iPhone orders to India and MacBook manufacturing to Thailand, according to Ming-Chi Kuo.
Disputing a new claim that Apple has cut iPhone 14 production down to iPhone 13 levels, analyst Ming-Chi Kuo says that this is what his research says was the plan all along.
Preorders for Apple's iPhone 14 Pro and Pro Max are very high compared to its non-Pro counterparts, a survey by analyst Ming-Chi Kuo indicates, but it seems demand for the iPhone 14 Plus isn't close to that of the iPhone 13 mini it replaces.
Based on the breakdown of its orders to iPhone assemblers, Ming-Chi Kuo says that Apple has prioritized production of the iPhone 14 Pro, at the expense of the iPhone 14 Plus.
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