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☆ Apple’s iPhone AI debuts today. Here’s what to expect
▼ + stars: | 2024-10-28 | by ( John Towfighi | ) edition.cnn.com time to read: +7 min

Apple’s AI features for iPhones will be available for free to users with any iPhone 16, iPhone 15 Pro and Pro Max, who update to iOS 18.1. Apple Intelligence is also available for iPad and Mac models that support iPadOS 18.1 and macOS Sequoia 15. The AI features rolling out with iOS 18.1The Apple Intelligence features rolling out Monday include improvements to writing and editing, Siri and the Photo app. “Some market participants are optimistic that Apple Intelligence could dramatically boost iPhone shipments soon,” Kuo said in the blog post. Following Apple's new product announcements, customers can pick up the new iPhone 16, 16 Plus, 16 Pro and 16 Pro Max, Apple Watch Series 10, AirPods 4, AirPods Pro 2 and AirPods Max from UK Apple Stores today.

Persons: Pro Max, Siri, Angelo Zino, Dan Ives, ” Ives, didn’t, Chi Kuo, Kuo, ” Kuo, Max, Peter Nicholls, “, Wedbush’s Ives, CFRA Research’s Zino, ” Zino, Apple’s Organizations: CNN — Apple Intelligence, Apple Intelligence, Pro, Microsoft, Google, Apple, Developers Conference, Big Tech, Apple Apple, CFRA Research, CNN, Wedbush Securities, TF International Securities, Regent, AirPods, Apple Stores Locations: London, England

☆ Apple’s iPhone 16 hasn’t gotten a hot start, analysts estimate, but some still counting on ‘super cycle’
▼ + stars: | 2024-09-30 | by ( Clare Duffy | ) edition.cnn.com time to read: +5 min

Apple needed the iPhone 16 to be a big seller after years of sluggish iPhone sales. In particular, demand for the higher priced iPhone 16 Pro devices were down sharply year-over-year compared with the iPhone 15 launch. Analysts say there appears to have been greater demand for the lower priced iPhone 16 and iPhone 16 Plus devices than the Pro and Pro Max, which could affect the average selling price and overall iPhone sales revenue. In the first weekend of presales, Apple sold 9.8 million iPhone 16 Pros and 17.1 million iPhone 16 Pro Max devices, down 27% and 16% year-over-year, respectively, according to Kuo. “It’s all about a monster holiday quarter and the supercycle begins for iPhone 16 in our view,” Ives told CNN in an email.

Persons: New York CNN — Apple, Long, It’s, it’s, Chi Kuo, Dan Ives, Angelo Zino, Pro Max, Kuo, Zino, ” Zino, ” Kuo, Lex Chiew, CFRA’s Zino, Mike Sievert, “, ” Ives Organizations: New, New York CNN, Apple, TF International Securities, Research, Pro, Apple Intelligence, iOS, Mobile, CNBC, CNN Locations: New York, China, ”, presales

☆ Qualcomm has good reasons to bid for Intel — but a takeover probably won't happen
▼ + stars: | 2024-09-23 | by ( Hasan Chowdhury | ) www.businessinsider.com time to read: +6 min

Read previewIf Qualcomm sees it through, its takeover bid of Intel would likely be the biggest in Silicon Valley history. The possibility of Intel handing its 56-year history over to a younger rival emerged last week after several reports said that California-based semiconductor firm Qualcomm had made a takeover approach. That said, not everyone is convinced that Qualcomm needs Intel — or that a buyout would be a good idea for either company. My industry survey also indicates that Qualcomm is currently in takeover talks with Intel. A Qualcomm bid for Intel could face similar regulatory obstacles to the takeover attempt Nvidia made for Arm in 2020 and later abandoned in 2022.

Persons: —, Qualcomm's, Pat Gelsinger, Patrick Moorhead, Richard Windsor, Chi Kuo, 錤, Qualcomm Organizations: Service, Qualcomm, Intel, Business, Nvidia, Financial Times, CNBC, Amazon Web, Intel Foundry, Radio Free Mobile, International Securities, Microsoft, Bloomberg Locations: Silicon Valley, California, Europe, Taiwan

☆ Apple leads tech sell-off after analyst warns of light iPhone 16 demand
▼ + stars: | 2024-09-16 | by ( Kelly Cloonan | ) www.businessinsider.com time to read: +3 min

Apple shares were down 3% on Monday, leading a drop in the wider tech sector. The slide came after analyst Ming-Chi Kuo warned of light iPhone 16 demand. The lack of demand for the newest iPhone is likely because Apple has yet to roll out its most anticipated new feature, Apple Intelligence, Kuo said. Advertisement"One of the key factors for the lower-than-expected demand for the iPhone 16 Pro series is that the major selling point, Apple Intelligence, is not available at launch alongside the iPhone 16 release," Kuo said in a Sunday note. "In that case, I believe that Apple will implement more aggressive iPhone product strategies in 2025 to stimulate market demand," Kuo said.

Persons: Ming, Chi Kuo, —, TF International Securities analyst Ming, Kuo Organizations: Apple, Semiconductor, Nasdaq, Service, TF International Securities analyst, Apple Intelligence, Dow Jones, Micron, Broadcom, Inc, Taiwan Semiconductor Manufacturing Company

☆ Apple's rumored MacBook of the future could arrive in 2026 — and cost a lot
▼ + stars: | 2024-05-24 | by ( Jordan Hart | ) www.businessinsider.com time to read: +1 min

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

☆ It looks like YouTube is planning to build a Vision Pro app down the line: 'It's on our roadmap'
▼ + stars: | 2024-02-06 | by ( Beatrice Nolan | ) www.businessinsider.com time to read: +2 min

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

☆ Jim Cramer says Apple’s new Vision Pro headset just went from ‘boutique to upside surprise’
▼ + stars: | 2024-02-06 | by ( Morgan Chittum | ) www.cnbc.com time to read: +5 min

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

☆ Microsoft's full set of Office apps will be available on Apple's Vision Pro — including the company's new AI assistant, Copilot
▼ + stars: | 2024-02-01 | by ( Beatrice Nolan | ) www.businessinsider.com time to read: +2 min

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 iPhone shipments may see 'significant decline' in 2024, analyst says
▼ + stars: | 2024-01-30 | by ( Alex Koller | ) www.cnbc.com time to read: +2 min

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

☆ Apple has already sold more than 200,000 Vision Pro headsets, report says
▼ + stars: | 2024-01-30 | by ( Beatrice Nolan | ) www.businessinsider.com time to read: +2 min

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

☆ Initial demand for Apple’s Vision Pro headset could wane, top analyst cautions
▼ + stars: | 2024-01-22 | by ( Alex Koller | ) www.cnbc.com time to read: +2 min

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

☆ Vision Pro demand 'may quickly taper off' after diehard Apple fans order it, analyst predicts
▼ + stars: | 2024-01-22 | by ( Jordan Hart | ) www.businessinsider.com time to read: +2 min

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 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

Some analysts feel the Huawei moves could be a first step in comeback efforts by China's "national champion" to rival Apple. By contrast with the hit for Apple suppliers, Huawei's extended recent gains. Reuters GraphicsSCOPE OF CURBS UNCLEARIt was not immediately clear how wide China's iPhone curbs are, but one employee at an affected state-owned enterprise (SOEs) in the capital said they extended to visitors. However, Canalys analyst Nicole Peng said Huawei could present a greater threat to domestic peers, such as Honor, which had benefited from Huawei's woes. The U.S. Commerce Department is seeking more information on the "character and composition" of the new Huawei chip that may violate trade curbs, it said on Thursday.

Persons: Ann Wang, chipmaker TSMC, China's, Ivan Lam, Ming, Chi Kuo, Nicole Peng, TechInsights, Jeanny Kao, David Kirton, Jason Xue, Yelin Mo, Ellen Zhang, Sam Nussey, Miyoung Kim, Clarence Fernandez Organizations: Taiwan Semiconductor Manufacturing, REUTERS, Rights, Huawei, Apple, Largan, Industry, Semiconductor Manufacturing International Corp, Reuters, Bank of America, TF International Securities, Street, Washington, U.S . Commerce Department, Shanghai Newsroom, Thomson Locations: Hsinchu, Taiwan, Rights SHANGHAI, TAIPEI, U.S, Beijing, Taipei, TW, iPhones, China, Shenzhen, Shanghai, Tokyo

☆ Apple's iPhone 15 event kicks off on Tuesday. Here's what to expect
▼ + stars: | 2023-09-08 | by ( Kif Leswing | ) www.cnbc.com time to read: +7 min

Last year, Apple announced new iPhones, Apple Watches, and updated AirPods at its September event. Here's what to expect from this year's edition:iPhone 15: USB-C and titaniumApple's invite to its Sept. 12 event. This year, the biggest change is expected to be a USB-C charging port, replacing Apple's proprietary Lightning port, which was introduced in 2012 as the iPhone charger "for the next decade." A USB-C charging port on iPhones will match the same charging port on Android phones, newer laptops, iPads, wireless headphones, and other gadgets. The change is being spurred by new European regulations which require a common charging port.

Persons: Tim Cook, Carlos Barria, Ming, Chi Kuo, Greg Joswiak, Apple's, Jakub Porzyck, Sofia Pitt, Apple, AirPods, Todd Haselton Organizations: Reuters Apple, Apple, YouTube, Apple's, Huawei, Vision, CNBC, Apple Apple, Bloomberg News, TF International Securities, Wall Street, Union, Nurphoto, Getty, Bloomberg, U.S, Apple Watch, Sofia Pitt Last Locations: Cupertino , California, iPhones

☆ Apple to host fall event on Sept 12, analysts expect new iPhones
▼ + stars: | 2023-08-29 | by ( ) www.reuters.com time to read: +1 min

The Apple Inc logo is seen at the entrance to the Apple store in Brussels, Belgium November 28, 2022. REUTERS/Yves Herman Acquire Licensing RightsAug 29 (Reuters) - Apple (AAPL.O) said on Tuesday it would host its fall event on Sept. 12, setting the stage for what analysts believe will be the unveiling of a new line of iPhones and smartwatches. The event will be hosted at the Steve Jobs Theater at its headquarters in Cupertino, California, according to invites from the world's most valuable company. Apple posted a 2.4% decline in iPhone sales for its fiscal third quarter - a rare drop for the product that has for years powered the company's growth. Reporting by Chavi Mehta in Bengaluru; Editing by Sriraj KalluvilaOur Standards: The Thomson Reuters Trust Principles.

Persons: Yves Herman Acquire, Steve Jobs, TF International Securities analyst Ming, Chi Kuo, Chavi Mehta, Sriraj Organizations: Apple, REUTERS, Steve, Wall Street, TF International Securities analyst, Bloomberg, Thomson Locations: Brussels, Belgium, Cupertino , California, Bengaluru

☆ Cirrus Logic slumps as analyst says Apple to abandon button design change
▼ + stars: | 2023-04-12 | by ( ) www.reuters.com time to read: +2 min

April 12 (Reuters) - Shares of Apple Inc (AAPL.O) supplier Cirrus Logic Inc (CRUS.O) tumbled about 12% after a renowned analyst said the iPhone maker will abandon the solid-state button design for premium variants of its iPhone 15 series of smartphones. Amid speculation Apple would use a button format that remains static, TF International Securities analyst Ming-Chi Kuo, known for his accurate predictions related to Apple's product launches, said in a blog post the company decided to abandon the design shift. "Investors had anticipated that the new solid-state button design would increase suppliers' revenues and profits," Kuo said. Shares of integrated circuit maker Cirrus Logic have hit their lowest in over two months and are set for their worst day in about two years. Cirrus Logic declined to comment.

☆ Apple Needs to Take Its Time With Augmented Reality
▼ + stars: | 2023-01-12 | by ( Dan Gallagher | ) www.wsj.com time to read: 1 min

Much like the Apple Watch touted by CEO Tim Cook in the past, Apple’s AR device might be shown off months ahead of its retail launch. Apple ‘s real world will likely be a harsh one this year. That doesn’t mean the company should rush into a virtual one. Apple’s long-rumored augmented reality headset may finally see the light of day soon. Bloomberg News also reported over the weekend that the company is planning to unveil the product this spring.

☆ Exclusive: Apple supplier BOE plans new factories in Vietnam
▼ + stars: | 2023-01-11 | by ( Francesco Guarascio | ) www.reuters.com time to read: +3 min

HANOI, Jan 11 (Reuters) - Chinese display maker BOE Technology Group Co Ltd (000725.SZ), a supplier of both Apple Inc (AAPL.O) and Samsung Electronics Co Ltd (005930.KS), plans to invest a substantial sum to build two factories in Vietnam, two people familiar with the matter said. BOE plans to make the more sophisticated organic light-emitting diodes (OLED) screens at the site rather than liquid-crystal displays (LCDs), the person said. Apple, which included BOE in its 2021 list of manufacturing partners, uses OLED screens for its latest iPhone smartphones. The U.S. tech giant, however, plans to start making mobile screens in-house by next year, Bloomberg reported on Wednesday. BOE's Vietnam plan is not specifically aimed at supplying Apple, the person said.

☆ China’s Zhengzhou, home to world’s largest iPhone factory, ends Covid lockdown
▼ + stars: | 2022-11-30 | by ( Juliana Liu | ) edition.cnn.com time to read: +2 min

Hong Kong CNN Business —The central Chinese city of Zhengzhou, home to the world’s largest iPhone factory, has lifted a five-day Covid lockdown, in a move that analysts have called a much-needed relief for Apple and its main supplier Foxconn. Zhengzhou is the site of “iPhone City,” a sprawling manufacturing campus owned by Taiwanese contract manufacturer Foxconn that normally houses about 200,000 workers churning out products for Apple (AAPL), including the iPhone 14 Pro and 14 Pro Max. The troubles started in October when workers left the campus in Zhengzhou, the capital of the central province of Henan, due to Covid-related fears. Total iPhone 14 Pro and 14 Pro Max shipments in the current quarter would be 15 million to 20 million units less than previously anticipated, according to Kuo. Due to the high price of the iPhone 14 Pro series, Apple’s overall iPhone revenue in the current holiday quarter could be 20% to 30% lower than investors’ expectations, he added.

☆ Apple has a huge problem at Foxconn's iPhone factory in China
▼ + stars: | 2022-11-25 | by ( Juliana Liu | ) edition.cnn.com time to read: +5 min

“Every week of this shutdown and unrest we estimate is costing Apple roughly $1 billion a week in lost iPhone sales. Now roughly 5% of iPhone 14 sales are likely off the table due to these brutal shutdowns in China,” he said. Security forces clash with workers during a protest outside Apple supplier Foxconn's factory in Zhengzhou, China, on November 23. Covid outbreakEarlier this month, Apple said shipments of its latest lineup of iPhones would be “temporarily impacted” by Covid restrictions in China. Even before this week’s demonstrations, Apple had started making the iPhone 14 in India, as it sought to diversify its supply chain away from China.

☆ Apple to launch a foldable iPad rather than iPhone in 2024, analyst predicts
▼ + stars: | 2022-10-18 | by ( Arjun Kharpal | ) www.cnbc.com time to read: +3 min

CCS Insight published its annual predictions report on Tuesday in which the group' analysts make forecasts about future products and trends. In the latest report, CCS Insight predicted Apple would launch a foldable iPad in two years' time rather than start with a foldable iPhone. "Right now it doesn't make sense for Apple to make a foldable iPhone. The analyst said that a foldable iPhone would likely need to cost around $2,500. Predictions about a foldable iPhone meanwhile have been around for at least four years.

☆ 'Significantly lower than expected' iPhone 14 Plus preorders suggest Apple's strategy of ditching the 'mini' for a larger version of the new phone is a failure, says renowned Apple analyst
▼ + stars: | 2022-09-14 | by ( Britney Nguyen | ) www.businessinsider.com time to read: +2 min

Ming-Chi Kuo said the iPhone 14 and 14 Plus will be in stock when they launch, showing low demand. The larger iPhone 14 Plus takes the spot of the previous, smaller iPhone 13 mini in Apple's lineup. They became available for preorder on September 9, and the iPhone 14, iPhone 14 Pro, and iPhone 14 Pro Max launch on September 16. Looking at availability and shipping estimates, he said the iPhone 14 Pro Max and Pro are showing "good" and "neutral" results, respectively. However, preorders for the two standard models — the iPhone 14 and 14 Plus — are "bad," according to Kuo.

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