Ming-Chi Kuo

Apple's iPhone will adopt a new 1/2.6-inch 48MP Ultra Wide CMOS image sensor (CIS) made by Samsung as early as 2026, breaking Sony's years-long monopoly as Apple's CIS supplier, according to Apple analyst Ming-Chi Kuo. Writing in a brief report published on X (formerly Twitter), Kuo said Samsung has already established a dedicated team within its ranks to work on the camera components with a ...

Apple no longer plans to use resin-coated copper for logic boards in iPhone 17 models next year, supply chain analyst Ming-Chi Kuo said today. Kuo said resin-coated copper failed to meet Apple's "high-quality requirements," leading to the company scrapping its plans to adopt the material for iPhone 17 models. It is unclear if Apple will revisit resin-coated copper for iPhone 18 models or...

Apple in 2025 will take on a new compact camera module (CCM) supplier for future MacBook models powered by its next-generation M5 chip, according to Apple analyst Ming-Chi Kuo. Writing in his latest investor note on unny-opticals-2025-business-momentum-to-benefit-509819818c2a">Medium, Kuo said Apple will turn to Sunny Optical for the CCM in its M5 MacBooks. The Chinese optical lens company...

A new iPhone battery with a metal casing should allow for higher energy density to deliver longer battery life, Apple analyst Ming-Chi Kuo claims. Alleged iPhone 16 Pro battery with new metal casing. In a post on X (formerly Twitter), Kuo said that Apple's adoption of a stainless steel casing for the ‌iPhone‌'s battery will allow for five to 10 percent higher cell density while remaining...

Apple will launch new AirPods featuring infrared cameras to improve spatial experiences with the Vision Pro headset, according to Apple analyst Ming-Chi Kuo. In a 態-new-ir-camera-equipped-airpods-to-enhance-2daa96913d7f">post on Medium, Kuo explained that Apple plans to mass-produce new AirPods with integrated IR camera modules by 2026. These IR cameras will apparently be similar to the iPho...

This year's Apple Watch Series 10 will be thinner and come in larger screen sizes than previous models, according to Apple analyst Ming-Chi Kuo. In his latest industry note -10-and-98075c44ce92">shared on Medium, Kuo said the screen size options on the next-generation Apple Watch will increase from 41mm to 45mm, and from 45mm to 49mm, while being encased in a thinner design. For reference,...

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...

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. ...

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 ...

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"...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...