Top Apple analyst sees 100 million 6.1-inch LCD equipped iPhone units shipped this year

KGI Securities analyst Ming-Chi Kuo is considered to be the best Apple analyst in the world. Kuo is plugged into Apple in such a way, that no other analyst comes close when it comes to making predictions about future products or estimating how many units of a model will be sold. Kuo says that Apple will be selling three new models in 2018. All three will be equipped with the TrueDepth Camera, and offer Face ID. Two will feature OLED panels of 5.8-inches and 6.5-inches. Those are believed to be the Apple iPhone Xs and Apple iPhone Xs Plus, respectively.

According to Kuo, the third model will …


The world's top Apple analyst releases new research notes on the 2018 iPhone models

KGI Securities Apple analyst Ming-Chi Kuo has made so many great calls on Apple, that he is considered by many to be the most accurate out of the thousands of analysts who follow the company. In Asia, where it already is Monday thanks to the time difference, Kuo has disseminated a new research note to his clients, containing his latest musings about the 2018 Apple iPhone handsets.

Kuo expects Apple to release three new handsets this year. The lower priced model will be the 6.1-inch Apple iPhone 9. According to Kuo, this model will:

Feature an LCD screen.Be manufactured by Pegatron …

Analyst says his colleagues are too bullish on the Apple iPhone X

An analyst by the name of Nicolas Baratte works for Hong Kong investment bank CLSA. Baratte says that any one of his colleagues forecasting fiscal Q1 Apple iPhone X sales greater than 35 million units, is too bullish on the tenth anniversary device. Baratte’s comment came after Apple reportedly cut its expectation of iPhone X sales during its fiscal second quarter to 30 million handsets from 50 million. Chinese tech stocks plunged following the release of this news.

The CLSA analyst says that anyone who wanted an iPhone X last month has already purchased one, meaning that demand has been …

Analyst says Taiwan media is mistaken; rumored iPhone production cuts are for 8/8 Plus

Yesterday, we passed along some bad news for bulls on China’s equity markets; stocks of companies that supply Apple with parts for the iPhone X had lost as much as 40% of their value in a single day. What brought on such a rush of selling? It was a rumor that Apple had cut production of the tenth anniversary model by 20 million to 30 million units. But today, an analyst with securities firm Rosenblatt says that this rumor is incorrect.

Analyst Jun Zhang says that his firm’s research reveals no such production cut is taking place with the Apple iPhone X, and that Taiwan’s media is a bit confused. …

Wall Street analyst says iPhone X sales are below expectations

Karl Ackerman is an analyst with the Wall Street securities house of Cowen & Co. Ackerman has penned a note to clients that says initial demand for the Apple iPhone X “has been below initial expectations as users appear to have gravitated toward the previous iPhone models.” The analyst adds that all three 2017 iPhone models, which include the Apple iPhone 8, Apple iPhone 8 Plus and Apple iPhone X are selling at a decent clip, but sales are not strong enough to say that Apple is in the midst of a supercycle.

Ackerman estimates that in the current three month period that ends this month, …

Analyst sees iPhone X leading to a 'super long cycle' for Apple

Piper Jaffray analyst Michael Olson wrote a note to the firm’s clients today that is very bullish as far as Apple is concerned. Of course, the securities house has been high on the tech titan going back to the days when Gene Munster was covering the company for Piper Jaffray. Today, Olson wrote that thanks to the iPhone X, Apple is in line “to experience a strong multi-year iPhone trajectory, not the short-lived ‘super cycle’ that was anticipated.”

The analyst cites a growing interest in augmented reality, led by developers pushing out new, interesting AR based apps for the App Store. Also …

KGI analyst says Apple will offer two iPhone models with an OLED screen in 2018

This year, the Apple iPhone X was the first iPhone ever to use an OLED screen instead of the usual LCD display. Now, KGI Securities well respected Apple analyst Ming-Chi Kuo is   forecasting that two 2018 iPhone units will feature an OLED panel. One, he believes, will be the sequel to the iPhone X while the other could be a “Plus” variant of that phone. There were rumors about Apple prepping a handset with a 6-inch screen for this year, but that never appeared. As it turns out, we might see a 6-inch iPhone XI Plus next year.

Next year, Kuo sees Apple making the stainless steel band …

Apple iPhone 8 and iPhone 8 Plus have their prices cut in China; analyst calls Apple a "luxury" brand

Yesterday, we passed along a report that cited demand for the Apple iPhone 8 and Apple iPhone 8 Plus in China for Apple’s strong showing in the country during the third calendar quarter (Apple’s fiscal fourth quarter). During that three month period, Apple shipped 38% more iPhone units in the country than it did last year. However, a fresh report from Reuters that was published today, says that the price of the iPhone 8 has been cut by as much as 20% in China. The lower price is designed to lure buyers who otherwise seem fixated on the Apple iPhone X. The tenth anniversary model launches on Friday.

As …

Analyst says that Apple will not use cheaper parts or reduce accuracy for TrueDepth Camera on 2018 models

The Apple iPhone X hasn’t even been launched yet, and already KGI Securities analyst Ming-Chi Kuo is writing to clients about the 2018 Apple iPhone line up. Earlier this month, Kuo told clients that all 2018 iPhone models will feature a TrueDepth Camera and Face ID. Previously, we heard that next year’s handsets will all feature an OLED panel. The goal for Apple next year is to bring some of the technology that was reserved for the iPhone X this year, into the less expensive models for next year. The analyst also sees Apple adding the TrueDepth Camera into the 2018 Apple iPad tablets.

In …

Analyst cuts his forecast of 2017 Apple iPhone X production by 10%

According to a tech executive who is “in the know” when it comes to the production of the Apple iPhone X, the complex 3D sensors used on Face ID are still causing a major problem in the manufacturing of the device. Not terribly long ago, a financial newswire said that Apple’s yield for the iPhone X was 10%. To put that in perspective, it means that 90% of the units rolling off of the assembly line are failing to meet Apple’s standards. 

The anonymous tech executive says that the dot projector, part of the TrueDepth Camera system, is responsible for the production delays. This is seconded …