iPhone 14 supply chain unaffected by current geopolitical tensions, Kuo says
Apple's iPhone 14 supply chain will likely be able to escape the worst of current geopolitical tensions, according to TF Securities analyst Ming-Chi Kuo.
Ming-Chi Kuo
Mike Peterson
AirPods will get USB-C charging cases in 2023, Kuo says
Apple could release AirPods charging cases equipped with USB-C ports for all of its wireless headphones in 2023, according to Apple analyst Ming-Chi Kuo.
Kuo cautiously predicts January 2023 Apple VR launch
Analyst Ming-Chi Kuo has renewed his previous claim that Apple may announce its VR headset in early 2023.
William Gallagher
India will make iPhone 14 from launch, says Kuo
Analyst Ming-Chi Kuo claims that for the first time, part of Apple's new iPhone 14 range will be made in India "almost simultaneously" with usual suppliers in China.
Kuo backs up rumors that Apple is diversifying suppliers in China
Analyst Ming-Chi Kuo says it's true that Apple is working with more Chinese suppliers, but claims this is just part of the company's plans to avoid over-reliance on one supplier.
Sunny Optical becomes main iPhone 14 lens supplier, says Kuo
As the release of the iPhone 14 range nears, analyst Ming-Chi Kuo says that Apple is increasingly concentrating its wide-camera 7P lens orders on one supplier.
Production quality problems force Apple to change iPhone 14 suppliers
Analyst Ming-Chi Kuo says that it appears the iPhone 14's rear lenses have caused problems for one supplier, causing Apple to adjust its component orders until the manufacturing issue is resolved.
Reported hiring & spending cuts not impacting Apple's production plans
Following a report that indicated Apple would reduce spending and hiring in some teams for 2023, analyst Ming-Chi Kuo shared that these changes haven't affected supply chain orders.
Wesley Hilliard
Apple's iPhone 14 supply chain well-prepared to fill single-supplier gaps
Apple's upcoming iPhone 14 is facing supply-related issues, but the company's large and diversified chain should be able to make up for short-term shortages, according to analyst Ming-Chi Kuo.
Malcolm Owen
