Tag Archives: Kuo

Folding iPad will launch next year, top Apple analyst Kuo says

The world’s biggest iPhone factory, located in China and run by Foxconn, faced disruptions in 2022. That is likely to filter through to Apple’s December quarter results. Meanwhile, analysts questioned demand for the iPhone 14 from Chinese consumers.

Nic Coury | Bloomberg | Getty Images

Apple will slow the pace of iPad releases for the rest of 2023, with an eye towards releasing a foldable iPad by 2024, noted Apple analyst Ming-Chi Kuo wrote on Monday.

“I’m positive about the foldable iPad in 2024 and expect this new model will boost shipments and improve the product mix,” Kuo wrote on Twitter. Kuo’s prediction aligns with a report from analyst firm CCS Insight, which wrote in Oct. 2022 that the Cupertino company would launch a foldable iPad before a foldable iPhone.

Several other manufacturers, including Lenovo and Samsung, make laptops or phones with full-size foldable displays. Apple has so far shied away from taking advantage of OLED technology in the same way. Rival Samsung has released multiple foldable phones but Apple has maintained the rectangular shape of the iPhone since its launch.

“Right now it doesn’t make sense for Apple to make a foldable iPhone. We think they will shun that trend and probably dip a toe in the water with a foldable iPad,” Ben Wood, chief of research at CCS Insight told CNBC in a 2022 interview.

In 2021, Kuo had predicted the release of a foldable iPhone in 2024, the same year he now predicts a foldable iPad to launch instead.

Kuo expects that a foldable iPad to feature a carbon fiber kickstand sourced from Chinese manufacturer Anjie Technology.

A representative for Apple did not immediately respond to a request for comment.

Kuo is one of the most prolific and respected Apple analysts. The analyst has predicted multiple details on the iPhone SE 3, the 2021 MacBook Pro, and on numerous iPad releases which have been substantiated at launch. Most recently, Kuo predicted a delayed launch for Apple’s highly-anticipated mixed reality headset.



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Apple mixed reality headset now expected in spring or later: Kuo

Attendees wait for the start of the Apple World Wide Developers Conference

David Paul Morris | Bloomberg | Getty Images

Apple‘s long-awaited mixed reality headset could be announced in spring at the earliest, top Apple supply chain analyst Ming-Chi Kuo said on Twitter.

Ming-Chi Kuo, an Apple analyst at TF International, had initially predicted in June that Apple would announce a mixed reality headset by the end of January. But on Thursday, the widely respected analyst said he believes Apple will postpone “mass shipment” of any product to the second or third quarter of 2023, citing a combination of mechanical and software issues.

Kuo anticipates an announcement occurring in a “spring media event or WWDC based on current development progress.” WWDC is Apple’s annual developer conference, typically held in June.

Whenever it arrives, the product would create immediate competition for Meta, formerly Facebook, which is focused on building a digital world called the metaverse and sells its own Meta-branded virtual reality headsets.

Apple’s headset is expected to cost between $2,000 and $3,000 and will have more than 10 cameras on the exterior and interior of the device, according to Bloomberg. The mixed reality device will run on an operating system called xrOS, with mixed reality adaptations of Apple’s Messages, FaceTime and Maps apps, according to Bloomberg.

An announcement during WWDC makes sense if the company wants to show off the headset with the latest software tools that developers will use to build apps for it. WWDC is where Apple unveils the annual software updates and some new features for iPhones, iPads, Macs, the Apple Watch and more, and it has breakout sessions where developers can learn about the latest ways to integrate their apps into Apple’s hardware.

Kuo has broken scoops on Apple product releases before, including news on the size and design of the iPhone X in 2016 before the product launched. The Apple analyst also predicted the controversial removal of the headphone jack in the iPhone 7 series.

Apple did not immediately respond to a request for comment.



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Kuo: AirPods Pro 2 to Feature Lossless Support and Sound-Emitting Charging Case

Apple’s second-generation AirPods Pro will feature support for Lossless audio and a charging case that can emit a sound for location tracking purposes, according to Apple analyst Ming-Chi Kuo.

In a note to investors, seen by MacRumors, Kuo explained that the second-generation ‌AirPods Pro‌ will feature new selling points that will lead to strong demand, including support for Apple Lossless (ALAC) audio and a charging case that users can trigger a sound from to highlight its location.

It seems likely that this sound-emitting charging case will integrate into the Find My app, similar to how users can currently emit a sound from their individual AirPods inside the case to help find them. This lines up with alleged leaked photos of the next-generation AirPods Pro, which showed a charging case with speaker holes to emit a sound for location tracking, allowing the earbuds and the case to be located separately.

All of Apple’s current AirPods products, including the third-generation AirPods, ‌AirPods Pro‌, and AirPods Max, do not support Lossless audio. This is because AirPods play audio via Bluetooth, limiting them to the AAC codec. Higher quality Apple Lossless Audio Codec files may need to be streamed to AirPods directly to circumvent Bluetooth and enable a Lossless listening experience, but it is possible that Apple could develop an alternative solution.

Kuo also reiterated that the next-generation earbuds will feature a new design and launch in the fourth quarter of 2022, which is slightly later than the third-quarter prediction suggested by other rumors. Kuo still believes that AirPods may support health monitoring features in the future, but did not directly associate this rumor with the second-generation ‌AirPods Pro‌.

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Kuo: Apple plans to replace the iPhone with AR in 10 years

On the same note that Apple analyst Ming-Chi Kuo says the company will launch a new AR headset in 2022, he also predicts that the iPhone will live for as long as 10 more years and, after that, Apple will replace it with AR.

It’s not from today that analysts are discussing the end of the iPhone, and they’re not alone. It’s been a couple of years that Apple has shifted its strategy to add “Services” within its “Hardware” and “Software” products.

Even though Apple is the most valuable company of all time, CEO Tim Cook is aware that a business can’t rely on that much on one product and, as of today, half of the company’s revenue is still all about the iPhone.

With that in mind, Apple analyst Ming-Chi Kuo believes that the future of Apple is tied with augmented reality and Apple’s AR headset success.

Apple’s goal is to replace the iPhone with AR in ten years, representing the demand for ABF of AR headsets will exceed at least one billion pieces in ten years. Apple’s sole ABF supplier, Unimicron, will be the leading beneficiary.

While it’s not clear whether this long-rumored Apple AR headset will work without the iPhone or not in its first generation, Kuo believes it will, as this could represent the product’s success.

If the AR headset is positioned only as an accessory for the Mac or iPhone, it will not be conducive to the growth of the product. An AR headset that works independently means that it will have its own ecosystem and provide the most complete and flexible user experience.

The analyst also comments on the giant shift the company will have to make whether Apple really wants AR to replace the iPhone in ten years. He writes that not only this product will have to work with a “wide range” of applications rather than specific apps, but the company will also have to sell “at least” one billion AR devices in ten years:

Currently, there are more than one billion active iPhone users. If Apple’s goal is to replace the iPhone with AR in ten years, it means Apple will sell at least one billion AR devices in ten years.

Do you believe the iPhone will be going away any time soon? Do you think it will be replaced by some kind of AR device? Share your thoughts in the comment section below.

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Kuo: Redesigned MacBook Air With Apple Silicon to Enter Mass Production in Third Quarter of 2022

Apple plans to begin mass production of an upcoming redesigned MacBook Air featuring an updated, more powerful Apple silicon processor in the third quarter of 2022, Apple analyst Ming-Chi Kuo said today in a research note obtained by MacRumors.

Kuo has previously stated that the new MacBook Air will feature an entirely new design, including a mini-LED display and a more powerful Apple silicon processor. Kuo had earlier pinpointed a launch around the middle of 2022, now providing a more specific timeline for the late second quarter or early third quarter of 2022 for mass production getting underway.

Bloomberg’s Mark Gurman has reported that the new MacBook Air will feature a “thinner and lighter” enclosure, two USB 4 ports, and a MagSafe charging connector. Apple leaker and YouTube personality Jon Prosser shared renders for the alleged upcoming MacBook Air earlier this year, showing most notably of all that Apple plans to release the new laptop in a range of colors, similar to the 24-inch M1 iMac.

Apple last updated its MacBook Air with the M1 chip last November, which maintained the previous MacBook Air design. Despite the expectation that Apple will update several Macs in its lineup with Apple silicon before the end of this year, the MacBook Air doesn’t seem like it’ll be one of them.

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Kuo: Redesigned MacBook Air With Mini-LED Display and Several Color Options to Launch in Mid 2022

Apple plans to launch a new MacBook Air with a mini-LED display and several color options around mid 2022, analyst Ming-Chi Kuo said today in a research note obtained by MacRumors. These details line up with previous rumors about the new MacBook Air from sources like Bloomberg’s Mark Gurman and YouTube tech personality Jon Prosser.
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Kuo: Apple Watch Series 8 to have body temperature sensors

We are just days away from the official announcement of the new Apple Watch Series 7, which is expected to have a brand new flat design. Meanwhile, reliable analyst Ming-Chi Kuo today shared some hints about what to expect for Apple Watch Series 8 in 2022 and also for future versions of AirPods.

As Apple has been more focused on working on the new Apple Watch Series 7 design, rumors suggest that this year’s version will not have any major changes when it comes to health sensors. For instance, the company has been testing a blood glucose monitor for Apple Watch, but all evidence points to that feature being delayed.

According to Kuo, the demand for Apple Watch Series 8 may be high next year despite all the design changes coming to this year’s Series 7. That’s because the addition of new health sensors that won’t be included in this year’s Apple Watch should make customers consider the upgrade.

The analyst mentioned in an investor note seen by 9to5Mac that the next-generation Apple Watch will have temperature measurement capabilities, which would let users check their body temperature using just their watch. This is not the first time this feature has been rumored, as Bloomberg’s Mark Gurman said last month that “we may see a body-temperature sensor” in next year’s Apple Watch.

In addition to the Apple Watch, Kuo also made a brief comment about the future of AirPods. The analyst believes that Apple will add health features to its truly wireless earphones in about two years. However, it’s unclear what those features are and which models of AirPods will get them.

Earlier this year, a Bloomberg report revealed that Apple is working on a second-generation AirPods Pro with “new motion sensors to enable onboard fitness tracking.” The report says that the new AirPods Pro will arrive in 2022.

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Kuo: Apple Watch Series 7 to Ship Later This Month After Production Issues Fixed

Apple has resolved its Apple Watch Series 7 production issues and will start mass producing the new model in mid to late September, with a launch later the same month still on schedule, according to a new investor note by analyst Ming-Chi Kuo seen by MacRumors.

The production issue of the Apple Watch 7 is mainly related to the panel side. However, it has been resolved, and mass production of panel modules will begin in mid-September.

The ‌Apple Watch Series 7‌ will feature a new design with a flat-edged look that’s similar to the flat edges used for the iPhone 12 and iPad Pro. According to Kuo, the new Apple Watch had to go through more production processes than previous models because of this “dramatic” change in the design.

Specifically, the new more durable display panel uses a contact design instead of the old cable design, and also requires a low injection pressure overmolding (LIPO) process for the first time. Apple is also using a new OLED production line that can improve efficiency and reduce panel costs, but that required new suppliers like LGF, Young Poong, and Jabil to come on board, which in itself could have contributed to the delays.

Due to the adoption of many new panel-related production processes for the first time, the Apple Watch 7 panel module encountered reliability issues during the risk-ramp phase before Jabil started mass production, mainly including blinking panel and touch insensitivity. This complicated production issue may be related to LGD, Jabil, or Young Poong.

The good news is Apple has solved the panel module reliability issues by going through different designs of experiments (DOE) to find the best production configuration and adjusting the qualification standards on the panel and assembly sides.

“We expect Jabil to start mass production of Apple Watch 7 panel modules in mid-September,” said Kuo in the note. Based on this new schedule, the analyst says the end product will start mass shipments in late September.

Both Nikkei Asia and Bloomberg previously reported that production issues due to the more complicated design meant the launch of the ‌Apple Watch Series 7‌ was likely to be delayed. Separately, Bloomberg journalist Mark Gurman recently reported that the device could be available in limited quantities at launch. Gurman reiterated has this in a tweet following Kuo’s latest investor note.

In his note, Kuo also mentions his optimism for 2022 Apple Watch shipments, due to the Series 8 offering “new health management features (e.g., temperature measurement, etc.)” – a reference to the recently reported thermometer function that Apple is said to be considering adding to the device as soon as next year.

Apple plans to unveil the redesigned watch alongside its new iPhone 13 lineup at next week’s digital-only event on Tuesday, September 14. We have a full rundown on everything that we expect to see from the ‌Apple Watch Series 7‌ in our dedicated guide.



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Kuo: iPhone 13 to Feature LEO Satellite Communications to Make Calls and Texts Without Cellular Coverage

The iPhone 13 will feature low earth orbit (LEO) satellite communication connectivity to allow users to make calls and send messages in areas without 4G or 5G coverage, according to the reliable analyst Ming-Chi Kuo.

In a note to investors, seen by MacRumors, Kuo explained that the ‌iPhone 13‌ lineup will feature hardware that is able to connect to LEO satellites. If enabled with the relevant software features, this could allow ‌iPhone 13‌ users to make calls and send messages without the need for a 4G or 5G cellular connection.

The ‌iPhone 13‌ reportedly features a customized Qualcomm X60 baseband chip that supports satellite communications. Other smartphone brands are apparently currently waiting until 2022 to adopt the X65 baseband chip necessary to implement satellite communications functions.

SpaceX’s Starlink is a purveyor of LEO internet connectivity that some readers may already be familiar with, but the LEO satellite communication service provider that is “most likely to cooperate with Apple in terms of technology and service coverage” is said to be Globalstar. Qualcomm has purportedly been working with Globalstar to support the n53 band in future X65 baseband chips.

Kuo explained that the “simplest scenario” for providing LEO connectivity to users is if individual network operators work with Globalstar. This means that customers of a partner network operator could use Globalstar’s satellite communication service on the ‌iPhone 13‌ directly through their network operator with no additional contracts or payments required.

Kuo added that LEO satellite communications is a technology comparable to mmWave 5G in terms of its impact on the network industry and that Apple may leverage both technologies. Kuo says that Apple is “optimistic” about the trend of satellite communications and set up a specific team for research and development of technologies related to it “some time” ago.

The company is believed to have plans to bring LEO satellite communications to more devices in the future to “provide innovative experiences.” These may include Apple’s mixed reality head-mounted display device, electric vehicle, and other IoT accessories, according to Kuo.

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Kuo: iPhone 13 to support LEO satellite communication, allowing users to make phone calls and send texts without cell signal

The iPhone 12 has been a massive sales hit to Apple thanks to the launch of 5G. It seems Apple wants to keep the momentum by adding another new radio technology to the iPhone this year. In an investor note, Ming-Chi Kuo today said that he expects the upcoming iPhone 13 models to feature a low-earth-orbit (LEO) satellite communication mode. This would allow an iPhone 13 user to send messages and make phone calls, even when they are not within standard 4G/5G cell tower coverage.

Bloomberg first reported Apple’s investigations into using satellite technology to beam data to iPhones in a story from 2019. However, this is the first time we have heard that the feature is coming as part of the 2021 iPhone 13 lineup.

In the future, Kuo speculates that LEO satellite communication may also be used by the upcoming Apple AR headset, the Apple Car and other Internet-of-Things accessories.

Kuo says that the iPhone 13 will use a customized version of the Qualcomm X60 baseband modem chip. This chip will support communications over satellite.

It is unclear if sending messages and making calls over satellite would only work with Apple services like iMessage and FaceTime, or if Apple could proxy satellite communications to standard cell towers on the other end. It is also unclear if satellite features would be free, like GPS, or would come with associated usage charges.

We currently expect Apple to announce the iPhone 13 lineup in September. The phones will largely resemble the existing iPhone 12 lineup in screen size and form factor. Expected new features include upgrades to the camera systems, a high-refresh rate display for the Pro models, and a smaller display notch. Today’s news about satellite features is certainly the most exciting thing to come out of the rumor model for this year’s phones.

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Kuo: Redesigned 14-Inch and 16-Inch MacBook Pro Still on Track for Mass Production in Third Quarter

Apple is still on track to begin mass production of the upcoming redesigned 14-inch and 16-inch MacBook Pro with mini-LED displays in the third quarter of this year, Apple analyst Ming-Chi Kuo said today in a note obtained by MacRumors.

Several reports have pinned the third quarter of the year as a timeframe for when Apple could release the new MacBook Pros. DigiTimes had previously pinned the late portion of the quarter as a launch timeframe, likely referencing a September launch alongside the new iPhones.

Although, while mass production may begin in the third quarter, according to Kuo, which runs from July to September, Apple may decide to hold a separate event for the Mac in October or November, rather than tying the new MacBook Pros with the release of new iPhone and Apple Watch models.

Additionally, due to continued shortages and struggles with the production of mini-LED displays, Apple may announce the new MacBook Pros but not yet begin shipments until weeks later, similar to what it did for the mini-LED iPad Pro in April. Kuo has previously reported that the new MacBook Pros will feature additional ports, including HDMI and an SD-card slot, the removal of the Touch Bar, and an overall updated design with flat-edges and MagSafe.

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