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 …


Chip maker TSMC sees shipments of top shelf smartphones declining this year

TSMC, the company that produced the A11 bionic SoC for the trio of 2017 Apple iPhone models, is expecting a decline in the shipment of high-end smartphones in 2018. C.C. Wei, co-chief executive of TSMC, sees declining shipments this year for high-end handsets. He sees shipments of mid-to low-end handsets actually increasing during 2018. TSMC expects wafer based revenue for mobile phones to come in flat this year, compared with 2017.

The company has already received the word that it will be the sole producer of the Apple A12 chipset which will be found in the 2018 iPhone models. TSMC also …

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 …

Apple HomePod manufacturer sees facial recognition eventually coming to smart speakers

The company that assembles Apple’s HomePod smart speaker, Inventec Appliances, said last week that it expects features offered by 3D-sensing cameras to eventually be available on smart speakers. That would include facial and image recognition that could make the product “more convenient and…easier to use,” according to Inventec Appliances president David Ho. The executive did say that he isn’t sure that a smart speaker with AI would be in demand by consumers.

While Ho didn’t mention Apple’s HomePod by name, he did say that Inventec Appliances is also producing a voice enabled smart speaker …

Analyst sees no supercycle for Apple, but predicts strong iPhone X sales

Raymond James’ Apple analyst Tavis McCourt wrote a note to clients today. In his message, McCourt stated that the big supercycle that was supposed to pump up Apple’s revenue and profits thanks to the new innovative 2017 iPhone models, might not take place. But thanks to what he sees as strong Apple iPhone X demand, the analyst expects Apple to report higher earnings next year as the average selling price of the iPhone rises as much as 10% in 2018.

McCourt’s note includes some data not favorable to Apple. He says that 37% of iPhone owners plan to upgrade to a 2017 iPhone over the next 12 …

Cook: Our products are not only for the rich; analyst sees big drop in Apple's stock after tomorrow

Some people complain that Apple manufacturers devices for the rich and wealthy, and that as a result, they are priced out of purchasing Apple products. But if you ask Apple CEO Tim Cook, he will disagree. Speaking to Fortune, Cook points out that an Apple iPad and an Apple iPhone can be purchased for less than $300 each.  “And so these are not for the rich,” said the executive. The Chief Executive also pointed out that with an active installed base of over 1 billion products, Apple couldn’t be manufacturing just for the rich since there aren’t that many rich people in the world. Cook also …

Analyst sees Apple's AR smartglasses becoming bigger than Apple Watch, just as big as the iPad


Earlier this year, we passed along some comments from former analyst Gene Munster, who claimed that Apple iPhone sales will peak in 2019  with Apple’s smartglasses launching the following year. At that point, Munster sees the iPhone getting replaced by the AR powered glasses as the biggest selling product in Apple’s lineup. Another analyst, Bernstein’s Toni Sacconaghi, wrote a note to clients stating that as much as Tim Cook loves AR, it won’t impact Apple’s bottom line until the company produces a pair of smartglasses.

Like Munster before him, Sacconaghi expects Apple Glasses (as …

Ming-Chi Kuo sees only two to four million iPhone 8 units available on launch day

KGI Securities, the brokerage house that employs highly regarded Apple analyst Ming-Chi Kuo, is now telling clients to expect the tenth anniversary iPhone to be unveiled on time this September. KGI says that the handset will be available in black, gold and silver some time next month. However, there will be a very limited number of handsets assembled and ready to go by next month, according to KGI’s report. Ming-Chi Kuo expects that only two to four million iPhone 8 units will be available for purchase on the launch date. While that is certainly a limited number, by the end of the year Apple will …

KGI's Kuo sees in-screen embedded fingerprint scanner debuting on the 2018 Samsung Galaxy Note 9

It has turned out to be one of the biggest technological difficulties of the year, affecting Samsung, Apple and most likely other less well-known smartphone manufacturers. Finding the solution could lead to a shift in more than several million dollars of handset sales. If you haven’t figured out what we are discussing here, it is the placement of a biometric fingerprint scanner embedded under a smartphone display. Such a placement is necessary for manufacturers to offer edge-to-edge “button-less” and “bezel-less” screens without resorting to less popular (read “rear-facing”) solutions.

Samsung …

Qualcomm CEO Mollenkopf now sees a 2019 launch for 5G service in the U.S.

Qualcomm CEO Steve Mollenkopf says that mobile internet speeds will hit incredible new records in 2019 as 5G service becomes real in that year. While the executive said that most in the industry pick 2020 as the the launch year for the next generation of mobile wireless service, “people are pulling us faster.” According to Mollenkopf, that means “You’ll see 5G in 2019 for sure.”

Some of the demand for 5G is being driven by mobile device users seeking an improved video experience. 5G service is expected to deliver data speeds as much as 100 times the current rate. With 5G, video files that …