Ming-Chi Kuo

By MacRumors Staff
Ming-Chi Kuo is an analyst at TF International Securities, a financial services group in the Asia-Pacific region. He gathers intelligence from his contacts in Apple's Asian supply chain, translating the information he gleans into research notes for clients.

His research notes often provide a solid look at Apple's future plans and while he is not always correct, his predictions on future Apple products are accurate enough to make him one of the most reliable sources for Apple rumors. Kuo previously worked for KGI Securities, Concord Securities, and DigiTimes.

Ming-Chi Kuo Articles

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20-Inch MacBook With Nearly 'Crease-Free' Foldable Screen Rumored

Thursday May 23, 2024 6:48 am PDT by
LG is aiming to begin mass production of display panels for a MacBook with a 20.2-inch or an 18.8-inch foldable screen in the fourth quarter of 2025, according to information shared today by Apple supply chain analyst Ming-Chi Kuo. In a post on Medium, Kuo said Apple is aiming to make the foldable screen "as crease-free as possible," which will require the use of high-cost components. As a...
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iPhone 16 Lineup Rumored to Come in These Two New Colors

Sunday May 19, 2024 11:08 am PDT by
Apple analyst Ming-Chi Kuo today outlined his expectations for the iPhone 16 lineup's color options, revealing that two new colors should replace two of the existing shades. Kuo outlined his expectations in a post on X (formerly Twitter) earlier today. He believes that the iPhone 16 Pro and ‌iPhone 16 Pro‌ Max will be available in black, white or silver, gray or "Natural Titanium," and rose. ...
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Kuo: iPhone 16 Pro Max Could Feature Longer Battery Life

Friday May 17, 2024 3:04 am PDT by
Apple in the iPhone 16 Pro Max will use battery cells with increased energy density, according to analyst Ming-Chi Kuo, which will offer either longer battery life using the same battery size as that found in existing models, or equivalent battery life using a smaller battery. In his latest supply chain survey, Kuo says the energy density (Wh/kg) of the battery cells in the iPhone 16 Pro Max ...
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Kuo: Apple Watch Ultra to Get 'Almost No' Hardware Upgrades This Year

Wednesday May 1, 2024 6:53 am PDT by
Just over six months ago, Apple supply chain analyst Ming-Chi Kuo said the likelihood of a new Apple Watch Ultra being released in 2024 was "decreasing," but it now sounds like there will be an Apple Watch Ultra 3 this year after all. In a direct message shared with MacRumors today, Kuo said that while the Apple Watch Ultra will be updated this year, the new model will have "almost no"...
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Apple Cuts Vision Pro Shipments as Demand Falls 'Sharply Beyond Expectations'

Tuesday April 23, 2024 9:44 am PDT by
Apple has dropped the number of Vision Pro units that it plans to ship in 2024, going from an expected 700 to 800k units to just 400k to 450k units, according to Apple analyst Ming-Chi Kuo. Orders have been scaled back before the Vision Pro has launched in markets outside of the United States, which Kuo says is a sign that demand in the U.S. has "fallen sharply beyond expectations." As a...
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Kuo: Apple Planning 20-Inch MacBook With Foldable Screen

Wednesday March 6, 2024 6:12 pm PST by
Apple is planning to release a 20-inch MacBook with a foldable screen in around three years, according to Apple analyst Ming-Chi Kuo. "Apple's only foldable product with a clear development schedule is the 20.3-inch MacBook, expected to enter mass production in 2027," said Kuo, in a post on X today. He did not provide any additional details about the device. Kuo is the third source to...
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Kuo: Apple Watch Ultra With MicroLED Display Indeed Canceled

Friday March 1, 2024 4:19 am PST by
Earlier this week, Apple supplier ams OSRAM announced it would "re-assess its microLED strategy" after a "cornerstone project" was "unexpectedly cancelled." Counterpoint Research's Display Supply Chain Consultants informed MacRumors that this project related to the rumored Apple Watch with a microLED display. Apple analyst Ming-Chi Kuo today commented on the matter, saying that Apple has...
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Kuo: Apple Vision Pro Unlikely to Receive Major Upgrades Until 2027

Wednesday February 28, 2024 6:56 am PST by
It may take several years for the Vision Pro headset to receive major hardware upgrades, according to Apple analyst Ming-Chi Kuo. "It is currently estimated that new models with significant changes to the Vision Pro specification may not be in mass production until 2027," Kuo said today. Based on his latest supply chain checks, Kuo believes Apple has not started working on a...
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Kuo: Apple Vision Pro on Track to Launch in More Countries Before WWDC in June

Wednesday February 28, 2024 5:55 am PST by
Apple analyst Ming-Chi Kuo today reiterated his belief that the Apple Vision Pro will launch in additional countries before Apple's annual developers conference WWDC in June. The headset first launched in the U.S. earlier this month. Apple will likely expand the Vision Pro to more English-speaking countries, such as Australia, Canada, New Zealand, and the U.K., but it has also been...
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Kuo: iPhone 16 Models to Lack Significant Design Changes Beyond Larger Displays and Capture Button

Tuesday January 30, 2024 6:33 am PST by
iPhone 16 models launching later this year will not have any "significant design changes," according to Apple supply chain analyst Ming-Chi Kuo. Kuo also said that Apple is unlikely to offer "more comprehensive" generative AI features until the iPhone 17 series launches next year at the earliest. "It is expected that Apple will not launch new iPhone models with significant design changes...
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Kuo: Apple Has Already Sold Up to 180,000 Vision Pro Headsets

Monday January 22, 2024 1:57 am PST by
Apple sold between 160,000 and 180,000 Vision Pro headsets during its first pre-order weekend, according to Apple analyst Ming-Chi Kuo. In a new ectations-in-line-0450c1effe66">post on Medium, Kuo said that the headset sold out soon after the pre-order process opened, with shipping times for all models slipping by five to seven weeks. While the instant sell-out and extended shipping times...
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Kuo: Apple Vision Pro to Launch Internationally Before WWDC 2024

Tuesday January 16, 2024 4:42 am PST by
Apple is likely to launch its Vision Pro headset outside the United States before WWDC 2024, analyst Ming-Chi Kuo today reports. In a new post on Medium, Kuo said that Apple plans to share new details about visionOS with developers from around the globe at its 2024 Worldwide Developers Conference (WWDC). To make this push toward global developers worthwhile, Apple needs to make the Vision...
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Kuo: iPhone 15 Pro Max to Remain Best-Selling Model in Early 2024

Monday January 15, 2024 4:11 am PST by
Apple's iPhone 15 Pro Max will continue to be the best-selling iPhone model in the first half of this year, according to Apple analyst Ming-Chi Kuo. Writing in his 頭單價上漲-以及ai手機成為samsung-s24-高階手機新賣點-in-depth-analysis-of-8e71324d080b">latest industry note on Mediu, Kuo said the iPhone 15 Pro Max "will still account for 40–45% of all iPhone 15 shipments in 1H24," which will be "critical" to...
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Kuo: Apple Will Only Produce Up to 80,000 Vision Pro Headsets for Launch, Sellout Likely

Thursday January 11, 2024 9:56 am PST by
Apple is planning to produce between 60,000 and 80,000 Vision Pro units for the February 2 launch of the device, according to analyst Ming-Chi Kuo. With the small size of the shipment, Kuo believes that the Vision Pro will "sell out soon after the release." According to Kuo, though Apple has not yet defined the key applications for the Vision Pro and the price is high, the "groundbreaking...
Apple Vision Pro Dual Loop Band Teal Feature

Kuo: Apple Vision Pro to Sell Out Fast, Leading to Long Shipping Delays

Tuesday January 9, 2024 3:37 am PST by
Apple on Monday announced it would begin accepting pre-orders for its new Vision Pro headset on January 19, with an official launch in the U.S. to follow on February 2. But if you're in the market for one, you may have to move fast, according to Apple analyst Ming-Chi Kuo. "Thanks to the demand from Apple's core fans and heavy users, the Vision Pro should sell out soon after it is available...
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iPhone 16 Pro's Ultra Wide Camera Rumored to Receive Major Upgrade

Thursday January 4, 2024 2:39 am PST by
The iPhone 16 Pro models will be the first to feature more than one 48-megapixel sensor, leaving the Telephoto as the only rear-facing camera with a 12-megapixel resolution, Apple analyst Ming-Chi Kuo reports. Writing on 與超廣角-vision-pro-與華為p70超廣角-genius-is-a-key-7f125f60d783">Medi, Kuo explained that the ‌iPhone 16 Pro‌'s Ultra Wide camera will feature a 48-megapixel sensor. The upgrade...
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Kuo: iPhone 17 to Feature 24MP Front-Facing Camera

Thursday January 4, 2024 1:20 am PST by
The iPhone 17 lineup will feature a 24-megapixel front-facing camera, according to Apple analyst Ming-Chi Kuo. The information was shared in a new 與超廣角-vision-pro-與華為p70超廣角-genius-is-a-key-7f125f60d783">post on Medi. The iPhone 14 and 15 feature a 12-megapixel front-facing camera with five plastic lens elements. The iPhone 16 lineup is expected to feature the same hardware. With the ‌iPhone‌ ...
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Kuo: Vision Pro Likely to Launch in Late January or Early February

Monday December 25, 2023 4:18 am PST by
Mass shipments of the Vision Pro to Apple will begin in the first week of January, according to supply chain analyst Ming-Chi Kuo. In a December 24 research note, Kuo said the Vision Pro will most likely hit shelves in late January or early February based on this shipment schedule. Kuo estimates that Vision Pro shipments in 2024 will reach approximately 500,000 units. Apple first...
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Kuo: Apple Upgrading iPhone 16 Microphone to Boost Siri AI Experience

Thursday December 7, 2023 12:07 am PST by
Apple plans a significant upgrade to the iPhone 16 microphone to improve the new AI-enhanced Siri experience, according to Apple analyst Ming-Chi Kuo. Writing in his ing-beneficiaries-1ec29ee45e42">latest Medium post, Kuo says that "strengthening Siri's hardware and software features and specifications is the key to promoting AI-generated content," adding that Apple's generative AI ambitions ...
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iPhone 16 Pro Again Rumored to Include Tetraprism Telephoto Lens With 5X Optical Zoom

Monday November 20, 2023 5:09 pm PST by
Both the iPhone 16 Pro and ‌iPhone 16 Pro‌ Max will include Apple's tetraprism Telephoto lens with improved zoom capabilities, Apple analyst Ming-Chi Kuo largans-periscope-lens-yield-profitability-improves-6b94601b5710">reiterated today. Apple introduced a new tetraprism lens system for the iPhone 15 Pro Max, enabling 5x optical zoom for the first time. The camera technology was not added to ...