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"A solid iPhone replacement cycle and spec upgrade should help HH's better sales/earnings in 2025-26," the investment bank's analysts wrote. The bank expects the China-based design and manufacturing giant to see strong margins as demand for its casings increases in tandem with better iPhone shipment cycles between 2025 and 2026. "We lift Foxconn Industrial Internet (FII)'s 2024-26E earnings by 2-6% on potentially better iPhone casing sales and strong AI server contribution," the analysts wrote. "We expect BYDE's casing profitability to gradually improve on better operation efficiency (higher automation rate, improving yield)," the analysts wrote. They have lifted the company's 2025-2026 earnings expectations by 2% to "reflect potentially better iPhone volume, robust auto expansion as well as rising AI-related contribution (server, robot)."
Persons: Ming, Chi Kuo, Ross Young, Hai, BofA, Foxconn, — CNBC's Michael Bloom Organizations: Tech, Apple, Bank of America, Hai Precision Industry, Taiwan Stock Exchange, American Depository, New, Industrial, Taiwan Stock Exchanges, U.S . Its, Shenzhen Stock Exchange, China 5G, Semiconductor, Hong Kong Exchange, Hong Locations: U.S, New Taiwan, China, Shanghai, Taiwan, U.S . Its Shanghai, Hong Kong
Yes, the iPhone 16 lineup will have all those fancy and fun new AI ("Apple Intelligence") features that Apple is excited about. The good news is this could mean longer battery life (or the same battery life, but with a lighter battery). NurPhoto/Getty ImagesThe one thing we all want, that we all crave, is much better battery life, not just a small boost. And the upgrade in battery life in the Series 9 is — I do not exaggerate — life-changing. The American Experiment is about ideals and dreams — and we can dream of a world with really, really long battery life.
Persons: I'm, Jordan Hart, Chi Kuo, Max, , it's, congrats, I've, I'd Organizations: Service, Apple, Disney Star Wars Locations: Taiwan
Apple Analyst Ming-Chi Kuo said in a blog post on Monday that the next Apple Watch will be thinner and have a larger screen. The Apple Watch Series 10 is expected to be released in September when the company typically introduces its next batch of wearables and new iPhone models. Kuo said the screen sizes on the two Apple Watch models will increase from 41 millimeters to 44 millimeters and from 45 millimeters to 49 millimeters. The watch will include components manufactured using 3D printing technology starting in the second half of the year, Kuo added. Kuo also cited the potential for the technology to be used in the production of Apple Watch cases.
Persons: Chi Kuo, Kuo Organizations: Apple, Apple Watch, Technologies Locations: China
Apple could be releasing an all-screen foldable MacBook in 2026. Analyst Ming-Chi Kuo said production costs could rival the $3,500 Vision Pro headset. download the app Email address Sign up By clicking “Sign Up”, you accept our Terms of Service and Privacy Policy . AdvertisementApple could be gearing up to release an all-screen, foldable MacBook for 2026, and it may cost quite a bit. That's according to Ming-Chi Kuo, a much-followed analyst who has previously been a go-to for Apple product predictions, having often done so accurately.
Persons: Chi Kuo, Organizations: Apple, Service, TF International Securities, Business
CNN —Even though Apple has silenced critics and beaten existential crises before, some fans of its minimalist products and investors in its maximalist stock are nervous. Analysts are expecting low sales figures for the quarter ending March 31 – despite the company beating expectations in the last four quarters. This will be its first earnings report since the launch of its biggest new product in years, its $3,499 mixed reality Vision Pro headset. Market research firm IDC said Apple’s smartphone shipments tumbled a stunning 10% globally in the first quarter of this year. All eyes on AIAccording to David McQueen, research director at tech intelligence firm ABI Research, the company could spark sales growth soon.
Persons: Apple, Ming, Chi Kuo, , , Nabila Popal, David McQueen, OpenAI Organizations: CNN, Apple, IDC, Huawei, Xiaomi, Samsung, ABI Research, Developers Conference, ChatGPT Locations: China, Hollywood
Analysts predict which Apple patents are likely to become products. An Apple Watch with a camera, a hand wearable for the Vision Pro, and offline Siri may be possible. He identified three Apple patents he believes the company will likely make. AdvertisementThe patents Saini identified as "highly probable" include:1) An Apple Watch with a cameraApple's patent illustration of an Apple Watch with a camera. "Apple has been silently doing a lot of research on AI," analyst Saini said when asked about Apple's patents related to AI.
Persons: Siri, , Apple's, Ming, Chi Kuo, Anmol Saini, Saini, Gene Munster, Munster Organizations: Apple, Apple Watch, Vision, Service, GreyB, United States Patent, USPTO, Asset Management, Bloomberg, Google, US Department of Justice
Apple needs to release GenAI services soon — or risk Nvidia overtaking it in value, analyst says. The prediction comes as Apple suffers a decline in iPhone sales in China. Apple is shifting its focus further towards generative AI after killing its electric car project. One key reason Apple may need to ramp up its generative AI efforts is because of iPhone sales headwinds. Leaders of the project reportedly said it nixed the car so employees on that team could instead work on generative AI.
Persons: , Chi Kuo, Apple, Kuo, catchup, Tesla, Tim Cook hasn't, Microsoft's GitHub, Cook, Kuo didn't Organizations: Nvidia, Apple, Service, Twitter, Google, Counterpoint Research, Huawei, Microsoft, Bloomberg Locations: China
Apple says its Vision Pro headset will change how you live and work. But up to 30% of returns are from users unsure how to set it up, says analyst Ming-Chi Kuo. AdvertisementApple says its Vision Pro headset will change how you live and work — but some people are apparently having trouble figuring out how to set up the headset in the first place. A significant percentage of Vision Pro returns are from customers who can't figure out how to operate the headset when they first get it, according to a high-profile analyst who recently said he surveyed the product's repair and refurbishment production line. This story is available exclusively to Business Insider subscribers.
Persons: Ming, Chi Kuo, Kuo, Organizations: Apple, Service, Vision Pro, Business
YouTube seemingly wants to create an app on Apple's Vision Pro. On Monday, the company suggested to The Verge that a Vision Pro app was also on the cards. AdvertisementYouTube has said an app for Apple's Vision Pro is "on our roadmap." We do not have any specific plans to share at this time, but can confirm that a Vision Pro app is on our roadmap." AdvertisementWhile preorders for the Vision Pro reportedly exceeded analysts' estimates, some have expressed concerns about the headset's hefty price tag and niche audience.
Persons: , Jessica Gibby, Gibby, TF International Securities analyst Ming, Chi Kuo Organizations: YouTube, Service, Vision, Business, Netflix, Spotify, Bloomberg, Vision Pro, TF International Securities analyst, Apple's Vision Pro
The future for Apple's Vision Pro looks promising despite Wall Street's muted enthusiasm. Wall Street doesn't expect the Vision Pro to drive a ton of revenue at first though. Bank of America estimates the Vision Pro could add 46 cents per share to earnings-per-share (EPS) within the next five years. "We tested the Vision Pro and walked away positively from the overall extremely unique and immersive experience," BofA analysts wrote in a Monday research note. While it'll take time, the Vision Pro has the potential to boost sales and earnings in the future.
Persons: Jim Cramer, Todd Haselton, Morgan Stanley, Apple's, It's, Jim, Haselton, Chi Kuo, preorders, Kuo, Apple, Jim Cramer's, Tim Cook, Brendan McDermid Organizations: Apple's, UBS, Bank of America, Vision, Apple, Pro, Hollywood, Apple Watch, International Securities, Vision Pro, CNBC Locations: U.S, Manhattan, New York City
CNN —The Vision Pro, Apple’s first new product in seven years, will officially launch in stores on Friday in the US. The Apple Vision Pro headset is displayed in a showroom on the Apple campus in Cupertino, Calif., after it's introduction at the company's annual developers conference, Monday, June 5, 2023. The Vision Pro is a high-priced headset that blends virtual reality with augmented reality that projects digital images on top of real-world settings. Vision Pro includes surround sound, with audio pods that sit outside the ears to deliver rich immersive audio. Morgan Stanley analysts project the company will ship up to 400,000 Vision Pro units this year.
Persons: Apple’s, Tim Cook, Cook, Jeff Chiu, it’s, Siri, Luke Skywalker’s, Ming, Chi Kuo, Morgan Stanley Organizations: CNN, Apple Stores, New York Times, Apple, Pro, Vision, Disney, Apple Watch, Shipping Locations: Cupertino , Calif
Microsoft is bringing a full suite of Office apps to Apple's Vision Pro. AdvertisementMicrosoft is bringing a full suite of Office apps to Apple's Vision Pro. The tech giant said programs including Microsoft Word, Excel, and PowerPoint would be available on Apple's new tech on its launch day. In a blog post, the company also said its new everyday AI companion, Copilot, would be available for users. Microsoft, however, is making all its productivity apps, including its workplace platform Teams, available for Apple users.
Persons: , Preorders, TF International Securities analyst Ming, Chi Kuo Organizations: Microsoft, Vision, Service, Apple, Apple Vision, TF International Securities analyst, Netflix
Apple CEO Tim Cook holds a new iPhone 15 Pro during the Wonderlust project launch event at the company's headquarters in Cupertino, California, Sept. 12, 2023. Kuo wrote that Apple's weekly shipments in China have dropped by 30% to 40% from a year earlier in recent weeks, "and this downward trend is expected to continue." "Apple may have the most significant decline among the major global mobile phone brands in 2024," Kuo wrote. Samsung has upped shipments of its new Galaxy S24 series this year by 5% to 10% as it sees "higher-than-expected" demand thanks to its AI-powered features, Kuo wrote. Apple, meanwhile, has lowered its shipment forecast for the iPhone 15 in the first half of 2024, he added.
Persons: Tim Cook, Ming, Chi Kuo, Kuo, Huawei's, Apple didn't Organizations: Apple, International Securities, Samsung Locations: Cupertino , California, China
Every weekday the CNBC Investing Club with Jim Cramer releases the Homestretch audio feature in time for the last hour of trading on Wall Street. Stay patient: Jim Cramer on Tuesday expressed concern that if investors try to act amid this market volatility, they're going to end up being wrong, which is why we're staying patient. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.
Persons: Jim Cramer, Jerome Powell, Danaher, Wells Fargo, Morgan Stanley, Wynn, Estee Lauder, Ming Chi Kuo, we're, Jim, Jim Cramer's Organizations: CNBC, Federal, Nvidia, Microsoft, Apple, Ford, General Motors, Costco, Constellation Brands, Diageo, Jim Cramer's Charitable Locations: Amazon
Apple has already sold around 200,000 Vision Pro headsets, MacRumors reported. Apple's Vision Pro officially launches in the US on February 2. AdvertisementApple has sold around 200,000 Vision Pro headsets since preorders opened, MacRumors reported, citing a source familiar with the company's sales numbers. The Vision Pro is Apple's first new product category since it announced the Apple Watch in 2014. AdvertisementApple is set to embark on its biggest hardware launch in a decade with the Vision Pro.
Persons: , MacRumors, Min, Chi Kuo, Kuo Organizations: Apple, Vision Pro, Service, TF International Securities, Business, Apple Watch
Read previewNetflix co-CEO Greg Peters isn't sold on Apple's Vision Pro yet. "I would say we'll see where things go with Vision Pro." Peters said Netflix concluded that its main audience would not substantially "benefit" from a dedicated app on the Vision Pro. His comments speak to deeper concerns surrounding the Vision Pro, which is set to launch next Friday. AdvertisementPeters acknowledged that there is "always" the chance that the success of the Vision Pro could change Netflix's decision.
Persons: , Greg Peters isn't, Peters, we're, it's, Ming, Chi Kuo, we've, Mathias Döpfner, Axel Springer Organizations: Service, Apple's, Business, Vision, Netflix, Apple, Meta
Apple 's Vision Pro quickly sold out after preorders for it opened Friday, but early signs could mean demand is waning, according to top Apple analyst Ming-Chi Kuo of TF International Securities. He estimated that Apple sold 160,000 to 180,000 Vision Pro units over the weekend. "Popular iPhone models also sell out immediately upon pre-order, and shipping times typically increase to several weeks within hours," Kuo wrote. Kuo wrote in his blog that it "should not be challenging" for Apple to ship 500,000 Vision Pro units in total this year. "Right now, Vision Pro is still a very niche product," Kuo wrote.
Persons: Ming, Chi Kuo, preorders, Kuo, Morgan Stanley Organizations: Apple, International Securities . Shipping, Vision, Vision Pro, Pro
Read previewApple fans scooped up enough Vision Pro headsets to push back delivery times for new orders, but one analyst isn't so sure the initial hype will last. The Apple Vision Pro headset became available for preorder on Friday, and shipping times quickly extended from early February to March. Ming-Chi Kuo, an analyst at TF International Securities who specializes in Apple's supply chain, estimated Apple sold between 160,000 and 180,000 units during the Vision Pro's preorder weekend. "It indicates that demand may quickly taper off after the core fans and heavy users place their orders," Kuo wrote. AdvertisementKuo said the Vision Pro is "still a very niche product."
Persons: , isn't, Chi Kuo, Kuo, isn't snowballing, Apple Organizations: Service, Business, Apple, preorder, TF International Securities, Meta, Vision Pro
Apple's Vision Pro became available to preorder on Friday at 8 a.m. AdvertisementPreorders launched for Apple's new Vision Pro early Friday morning, and it looks like customers were eager to snap up the first available units. The Vision Pro, with its sky-high price tag, was always expected to be a smaller launch than something like the newest iPhone. Earlier this month, analyst and Apple supply chain expert Ming-Chi Kuo predicted that the company would produce only 60,000 to 80,000 Vision Pro units for the initial launch. "Since the shipment is not large, I believe that Vision Pro will sell out soon after the release," Kuo wrote on X.
Persons: , Preorders, Chi Kuo, Kuo, You'll Organizations: Apple, Service, Pro, Vision
[1/2] Apple iPhones are seen inside India's first Apple retail store during a media preview, a day ahead of its launch in Mumbai, India, April 17, 2023. While all manufacturers including Samsung (005930.KS) have agreed to India's plan, Apple is pushing back. Apple, whose India lobbying efforts are being reported for the first time, and India's IT ministry, did not respond to Reuters requests for comment. Renowned Apple analyst Ming-Chi Kuo has estimated 12-14% of iPhone production in 2023 will be from India, with the number set to rise to as much as 25% next year. In terms of market share, Apple accounts for 6% of India's booming smartphone market, compared with just about 2% four years ago.
Persons: Francis Mascarenhas, Apple, Narendra Modi, Ming, Chi Kuo, Prabhu Ram, Aditya Kalra, Susan Fenton Organizations: Apple, REUTERS, DELHI, European Union, Samsung, India's, Reuters, IT, Research, Indian, Consumers, Industry Intelligence, CyberMedia, Thomson Locations: Mumbai, India, New Delhi, U.S, KS, EU, PLI, China
Tim Cook, chief executive officer of Apple Inc., during an event at Apple Park campus in Cupertino, California, US, on Tuesday, Sept. 12, 2023. Top Apple analyst Ming-Chi Kuo said Wednesday that shipments for the company's MacBook computers will decline around 30% year over year, to 17 million units, during 2023. He said demand for the new 15-inch MacBook Air has slipped "significantly" in the wake of the back-to-school shopping period, and that MacBook shipments during Apple's fourth quarter will be lower than they have been in years past. Apple's fourth quarter has historically been important for the company as consumers purchase devices as part of their holiday shopping. He said shipments of the 15-inch MacBook Air are projected to be down more than 20% this year.
Persons: Tim Cook, Ming, Chi Kuo, Apple's, Kuo Organizations: Apple Inc, Apple, Top Apple Locations: Cupertino , California
There have been numerous reports saying the new iPhone 15 Pro can encounter overheating issues. Some iPhone 15 Pro owners have taken to social media sites in the US and China to complain about the issue. The iPhone 15 Pro is the first phone from Apple made with a titanium frame. Justin Sullivan / Getty ImagesNotably, Apple has not attributed any of the overheating issues to the titanium frame on iPhone 15 Pro models, pushing back on a theory from noted Apple analyst Ming-Chi Kuo. The iPhone 15 Pro is the first smartphone made by Apple that features a titanium frame.
Persons: Apple, , Max, Justin Sullivan, Ming, Chi Kuo, Kuo Organizations: Apple, Service, Street, Bloomberg, CNET Locations: iPhones, China
There have been numerous reports saying the new iPhone 15 Pro can encounter overheating issues. The new iPhones released last week, and the iPhone 15 Pro lineup is the first with titanium frames. AdvertisementAdvertisementPeople are talking about how hot the new new titanium iPhone 15 Pro can be — literally. Some iPhone 15 Pro owners have taken to social media sites in the US and China to complain about the issue. Justin Sullivan / Getty ImagesThe iPhone 15 Pro model is notably the first smartphone made by Apple with a titanium enclosure.
Persons: , There's, It's, Apple hasn't, Max, Apple, Justin Sullivan, Chi Kuo Organizations: Service, Apple, Bloomberg Locations: China
Apple CEO Tim Cook speaks during Apple's Worldwide Developers Conference (WWDC) at the Apple Park campus in Cupertino, California, on June 5, 2023. Apple is holding its annual iPhone launch event Tuesday at Apple Park, its headquarters in Cupertino, California. The company is expected to announce new iPhone models, as well as new Apple Watches and AirPods, according to reports from Bloomberg News, Wall Street analysts and TF International Securities hardware analyst Ming-Chi Kuo. Last year, the launch event duration was about an hour and a half. We'll post live updates below, and you can also watch the Apple event YouTube live stream right here.
Persons: Tim Cook, Ming, Chi Kuo, Here's what's Organizations: Apple, Apple's Worldwide, Bloomberg News, Wall Street, TF International Securities, CNBC Locations: Cupertino , California
The Mate 60 is priced from 5,999 yuan ($817.70), the same as Apple's iPhone 14 in China. Huawei's launch also comes days before Apple is expected to launch its new iPhone 15 on Sept. 12.WHO ARE THE MATE 60'S SUPPLIERS? The Mate 60 Pro contains more Chinese-made chip components than previous models, TechInsights also said. WHAT COULD IT MEAN FOR APPLE IN CHINA'S SMARTPHONE MARKET? And cumulative shipments of Mate 60 Pro could reach at least 12 million units 12 months after launch, according to Kuo.
Persons: TechInsights, Chi Kuo, Kuo, Yelin Mo, Brenda Goh, Emelia Sithole Organizations: China's Huawei Technologies, Apple, Huawei, Semiconductor Manufacturing International Corp, HK, WHO, South Korea's SK Hynix's, SK Hynix, Dongguan Chitwing Technology, ., Visionox Technology, Reuters, TF International Securities, Thomson Locations: BEIJING, SHANGHAI, China, Kirin, SMIC, South, United States, Dongguan, Suzhou, U.S, Washington, Beijing
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