Apple's headset could be a cash cow for VR market investors, says Ming-Chi Kuo
Apple's mixed-reality headset announcement at WWDC will give a boost to not just Apple's supply chain, but the entire VR market, analyst Ming-Chi Kuo insists.
Apple's mixed-reality headset announcement at WWDC will give a boost to not just Apple's supply chain, but the entire VR market, analyst Ming-Chi Kuo insists.
Analyst Ming-Chi Kuo now says that reports of an iPhone SE 4 are wrong, that Apple is only making a prototype for its 5G modem which won't lead to mass production.
Supply chain analyst and leaker Ming-Chi Kuo shared a report about Apple's adoption of metalens technology, citing their eventual use in "Apple Glasses" around 2026 or 2027.
Apple has reportedly abandoned adding solid-state buttons to the iPhone 15 Pro due to production issues.
Analyst Ming-Chi Kuo disagrees with a recent claim that Apple has abandoned its plans for a 27-inch Studio Display, and says it will come in 2024 or 2025, with "high-end" features.
Analyst Ming-Chi Kuo says Apple is not "optimistic" about launching its AR/VR headset and has pushed back mass production, meaning it may not get an announcement at WWDC.
A new supply chain report from analyst Ming-Chi Kuo declares that Apple is revamping its Dynamic Island feature to incorporate the iPhone's proximity sensor.
Apple doesn't ship a charger with its iPhone anymore, and the iPhone 15 moving to USB-C with MFi requirements is expected to create high demand for compatible chargers.
Analyst Ming-Chi Kuo predicts that revamped HomePod will ship in the first half of 2024 and feature a built-in 7-inch screen from a new supplier currently making Android displays.
The iPhone SE 4 may not have been canceled after all, with the compact model expected to sport both an OLED display and use Apple's in-house baseband chip.
Analyst Ming-Chi Kuo says that Apple is switching suppliers for its Face ID components in the 2023 iPhone, reportedly because it improves the performance and power consumption.
Analyst Ming-Chi Kuo reports that Apple's Mixed Reality headset has slipped because of software development issues, and fewer than 500,000 may be made in all of 2023.
With news of Pegatron moving AR headset production to a subsidiary, analyst Ming-Chi Kuo says firms are "gradually withdrawing" from working with Apple AR.
Analyst Ming-Chi Kuo says he now expects that Apple will follow the new HomePod with a refresh of most of its audio devices, but not until the second half of 2024.
A new note from Ming-Chi Kuo states that Apple will include a periscope camera in only one model through 2025 — the iPhone 15 Ultra and iPhone 16 Ultra.
Analyst Ming-Chi Kuo suspects there will be no new iPads in 2023, and that the expected folding iPad will be released in 2024 with a carbon fiber stand.
The same day that Apple launched the 2023 Mac mini, analyst Ming-Chi Kuo says he expects no form factor redesign in a 2024 model.
According to Analyst Ming-Chi Kuo, Apple will be adding a budget model to its AirPods lineup by late 2024 at the earliest.
Analyst Ming-Chi Kuo has again claimed that the iPhone 15 Pro will switch to solid-state buttons, but this time saying supply chain sources have identified the component manufacturer.
Apple Analyst Ming-Chi Kuo believes that Apple plans to release a MacBook with an OLED display before the end of 2024, suggesting that the change could allow for "more diverse" form factor designs.
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