All posts tagged: Kuo

Amazon Working on Large Foldable Device Similar to Huawei MateBook Fold Ultimate: Ming-Chi Kuo

Amazon Working on Large Foldable Device Similar to Huawei MateBook Fold Ultimate: Ming-Chi Kuo

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Amazon is working on a foldable tablet that could compete with a similar device said to be in development at Apple, according to details shared by TF Securities International analyst Ming-Chi Kuo. The information was comes a day after the launch of the Huawei MateBook Fold Ultimate, a new device that sports a large 18-inch screen that can be folded in half to form a 13-inch laptop. According to recent reports, Apple is also developing a large foldable tablet, which could arrive in the coming years. Amazon Reportedly Discussed Key Suppliers for Large Foldable Device In a post on X (formerly Twitter), Kuo states that Huawei might not be Apple’s only competitor, when the latter launches its own large sized foldable in the future. Citing his research, the analyst claims that Amazon is working on a similar product that could launch within the next couple of years, before Apple’s rumoured product makes it debut. Apple’s competitors in the large-sized foldable device market may not be limited to Huawei. My research indicates that Amazon is also …

Apple Exploring Humanoid and Non-Humanoid Robots, Mass Production Could Start in 2028: Ming-Chi Kuo

Apple Exploring Humanoid and Non-Humanoid Robots, Mass Production Could Start in 2028: Ming-Chi Kuo

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Apple is exploring robots to add to its future smart home ecosystem, according to TF Securities analyst Ming-Chi Kuo. The Cupertino-based tech giant is said to be looking at both humanoid and non-humanoid form factors. The roadmap is currently said to have reached the proof-of-concept stage, and mass production is unlikely to begin before 2028. However, it appears that the iPhone maker is seriously considering entering the robotics space, and looks at it as a sensor-based software-focused technology. Recently, the company published a paper on the ELEGNT framework that can allow non-humanoid robots to express their intentions via movements. Apple Could Enter the Robotics Space in 2028 In a post on X (formerly known as Twitter), Kuo claimed that Apple could expand its smart home ecosystem with humanoid and non-humanoid robots. Interestingly, Apple is not concerned over which form factor is more useful, and instead focuses more on how users build perception with robots, Kuo claimed. Notably, the tech giant does not use the term “humanoid” to refer to robots that resemble humans, and instead …

iPhone 17 Series to Arrive With ‘Largely Unchanged’ Dynamic Island: Ming-Chi Kuo

iPhone 17 Series to Arrive With ‘Largely Unchanged’ Dynamic Island: Ming-Chi Kuo

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iPhone 17 series — comprising the purported iPhone 17, iPhone 17 Air, iPhone 17 Pro, and iPhone 17 Pro Max — could arrive without any major changes to the Dynamic Island this year, according to a market analyst. The latest claim contradicts previous claims that Apple would reduce the size of the Dynamic Island, which currently houses the selfie camera, and other sensors used for features like Face ID. The company is said to be working on the ability to eventually completely move these components under the display. iPhone 17 Pro Max Said to Feature Same Dynamic Island as iPhone 16 Pro Max TF Securities International analyst Ming-Chi Kuo claims in a post on X (previously known as Twitter) that he expects Apple to keep the size of the Dynamic Island “largely unchanged” on the iPhone 17 series. The post, which contradicts previously leaked information about the floating section, doesn’t include any additional details related to the iPhone 17 lineup. 預期2H25 iPhone 17系列的動態島大小幾乎沒什改變 I expect the Dynamic Island size to remain largely unchanged across the …

Apple to Kick Off M5 Chip Development in H1 2025 With Separate CPU-GPU Design: Ming-Chi Kuo

Apple to Kick Off M5 Chip Development in H1 2025 With Separate CPU-GPU Design: Ming-Chi Kuo

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Apple will kick off the mass production of its M5 family of chipsets next year, according to claims by a supply chain analyst. Its volume production is tipped to take place leveraging TSMC’s 3nm semiconductor node (N3) which may offer performance gains and increased efficiency compared to the previous manufacturing process. Apple is also speculated to employ a new chipset design which could take up less space than conventional system-on-chip (SoC) architecture. Apple’s M5 Chip Development According to Ming-Chi Kuo, a supply chain analyst at TF International Securities, the standard M5 Apple silicon chip will enter mass production in the first half of 2025. Its development is tipped to be followed by its other family members such as the M5 Pro/Max and Ultra variants that may enter the fabrication stage in 2H25 and 2026, respectively. The M5 chipset will be fabricated using TSMC’s N3P node which could deliver a 5 percent performance gain while also reducing the power draw by 5-10 percent compared to M4 SoC’s N3E node, as per Kuo. The Cupertino-based technology giant …

iPhone 18 Pro Models to Feature Upgraded Primary Camera With Variable Aperture: Ming-Chi Kuo

iPhone 18 Pro Models to Feature Upgraded Primary Camera With Variable Aperture: Ming-Chi Kuo

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iPhone 18 series is not expected to launch until September 2026, but details of the lineup have already begun to surface online. Most recently, TF Securities International analyst Ming-Chi Kuo has claimed that Apple will introduce a significant camera upgrade with the iPhone 18 series by packing an updated main camera with a variable aperture. The iPhone 18 Pro or iPhone 18 Pro Max are expected to get this feature first. Apple’s rivals like Samsung and Xiaomi offer the same feature on their smartphones, which was initially rumoured to arrive on the iPhone 17 range. Apple to Bring Significant Camera Upgrade For iPhone 18 Pro in 2026 In a Medium post, Kuo revealed his expectations about the iPhone 18 series. The analyst says the high-end models in the 2026 smartphone lineup will be equipped with a new primary camera with a variable aperture that will “significantly enhancing the user photography experience.” Kuo doesn’t mention the phones by name, but the 2026 timeline suggests that it will be the iPhone 18 Pro or iPhone 18 Pro Max. …

iPhone 17 Series to Be Equipped With Apple’s Own Wi-Fi and Bluetooth Chips: Ming-Chi Kuo

iPhone 17 Series to Be Equipped With Apple’s Own Wi-Fi and Bluetooth Chips: Ming-Chi Kuo

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Apple could equip the iPhone 17 series with its own Wi-Fi and Bluetooth chip, according to details shared by TF Securities International analyst Ming-Chi Kuo. The company has been working on developing more components for its smartphones, which would help it lower its dependence on existing suppliers, such as Broadcom. Meanwhile, Apple is also tipped to integrate its in-house Wi-Fi and Bluetooth chips as well as its purported 5G chip — expected to make its debut on the iPhone SE 4 — in more products starting in H2 2025. Apple’s In-House Wi-Fi and Bluetooth Chip Could Debut on iPhone 17 Series In a post on X (formerly Twitter), Kuo states that Apple is looking to “rapidly reduce its reliance on Broadcom” for over 300 million chips that enable Wi-Fi and Bluetooth connectivity on the company’s devices. In order to do so, the company will start to utilise its own chips on upcoming products, starting with the iPhone 17 series, according to the analyst. Kuo claims that Apple’s in-house Wi-Fi and Bluetooth chip will be built on …

iPhone 17 Series to Be Equipped With Apple’s Own Wi-Fi and Bluetooth Chips: Ming-Chi Kuo

iPhone 16 Series Sales Match Apple’s Expectations, Low Demand for Base Models: Kuo

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iPhone 16 series was launched by Apple at a special event held in September at Apple Park in California. The latest smartphone lineup from the Cupertino-based tech giant boasts features like a powerful A18 family of chipsets, improved design, an Action button on all models, and a new dedicated Camera Control button. Courtesy of these factors, the sales of the iPhone 16 models are said to have been meeting Apple’s expectations. iPhone 16 Sales In a post on X (formerly Twitter), TF International Securities analyst Ming-Chi Kuo provided updates regarding the sales of the iPhone 16 series. It is suggested that demand for the smartphone series, especially the iPhone 16 Pro models, has met Apple’s expectations so far and its assembly orders remain unchanged. iPhone 16 shipment updates 1. Assembly orders almost remain unchanged. Suppliers had been asked to continue producing two Pro models during China’s National Day holiday, indicating that demand for the Pro models has generally met expectations so far. 2. Some component orders… — 郭明錤 (Ming-Chi Kuo) (@mingchikuo) October 9, 2024 Meanwhile, …

MacBook With Foldable Display to Arrive in 2026, Apple Considering Two Screen Sizes: Ming-Chi Kuo

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Apple could launch a new MacBook model with a foldable display in the coming years, according to details shared by TF Securities International analyst Ming-Chi Kuo. In a blog post published on Thursday, Kuo claims that Apple is considering two screen sizes for the upcoming foldable MacBook and has picked exclusive suppliers for the display and hinge components. The device will also have a high bill of materials (BOM) and a high retail price when it is launched, according to the analyst. Apple Reportedly Working on Foldable MacBook The panel for the foldable MacBook will be exclusively supplied by LG Display, according to Kuo, and the analyst says that Apple is considering the use of an 18.8-inch or 20.25-inch display — resulting in 13-inch and 14-inch laptop sizes when folded. Meanwhile, the hinge for the folding laptop will reportedly be supplied by Amphenol. Hours after Kuo predicted these display sizes, Display Supply Chain Consultants (DSCC) CEO and Co-Founder Ross Young also said that Apple is working on a MacBook with a foldable screen. In a subscriber-only …

Apple Watch Ultra With microLED Display Cancelled, Employees Laid Off: Ming-Chi Kuo

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Apple has long been rumoured to be working on microLED displays for its flagship Watch Ultra smartwatch. Last month, reports said that the Cupertino, California-based company had delayed the Apple Watch Ultra with microLED display beyond 2026 over supply chain issues. Now, the iPhone maker is said to have cancelled the project altogether. According to a reliable analyst, Apple has abandoned the project as it struggled to make the product economically viable and has also laid off several people from the development team. The information comes from TF Securities analyst Ming-Chi Kuo, who claimed in a post on X late Friday that Apple had scrapped the microLED Apple Watch Ultra project. Apple was struggling to see how the high-end displays would bring value to the watch as production costs on the project kept climbing, Kuo said. “… Apple thinks that Micro LED can’t add significant value to this product, and the production costs are too high to make it economically viable,” the analyst claimed. Apple Micro LED update: 1. My latest survey indicates that Apple …

Apple Vision Pro Returns Drop to 1 Percent; Shipping Times Improve Amid Limited Demand: Kuo

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Apple Vision Pro demand in the US has slowed down ‘significantly’ since the device went on sale in the US in February, while the percentage of customers returning the headset has also dropped, according to details shared by a market analyst. Despite its expensive price tag, Apple’s first ‘spatial computer’ is expected to ship more units than previously expected, and shipping times for the mixed reality headset are said to have improved considerably. The device is also expected to make its debut in global markets in the coming months. According to details shared by TF Securities International analyst Ming-Chi Kuo, less than 1 percent of Apple Vision Pro headsets are being returned by customers. Between 20 and 30 percent of units returned were due to customers being unable to set up the mixed reality headset, as per the analyst’s latest market survey. On the other hand, the Vision Pro’s shipping time has dropped to three to five days, according to Kuo. Apple originally estimated its annual shipments for the headset in the US to range …