Kuo: Apple suppliers plan to ship <1M foldable iPhones in Q3 2026, which may push the start of device preorders and sales to Q4, with weeks of delivery delays
Kuo: Apple suppliers plan to ship <1M foldable iPhones in Q3 2026, which may push the start of device preorders and sales to Q4, with weeks of delivery delays
My latest industry survey indicates that assembly shipments for the foldable iPhone in 2H26 will be roughly 7-8 million units …
Kuo: the memory supply-demand gap will widen through 2027, with an estimated 15%-20% of 2026 consumer electronics capacity shifting to data centers in 2027
▌Start with my latest industry checks: The pressure on Apple has shifted from soaring memory costs to a widening supply gap.
Kuo: OpenAI appears to be fast-tracking its AI agent phone with two NPUs and a custom MediaTek Dimensity 9600 SoC, targeting mass production as early as H1 2027
【Industry Check Update】OpenAI appears to be fast-tracking its first AI agent phone, with mass production targeted as early as 1H27. Potential drivers include supporting a year-end IPO narrative and in...
Kuo: OpenAI is working with MediaTek and Qualcomm to develop smartphone chips, with Luxshare handling the system co-design; mass production is expected in 2028
• Latest industry checks: OpenAI is working with MediaTek and Qualcomm to develop smartphone processors …
A look at Alibaba's Accio, an AI sourcing tool that helps small online sellers connect with manufacturers, including in China, and exceeded 10M MAUs in March
For years Mike McClary sold the Guardian LTE Flashlight, a heavy-duty black model, online through his small outdoor brand.LinkedIn:Kuo ZhangLinkedIn:Kuo Zhang:Thanks to Caiwei Chen for the conversatio...
Kuo: an OLED MacBook Pro with a touchscreen is set to enter mass production by late 2026, while a cheaper MacBook with an iPhone chip won't have the touch panel
Apple's first OLED MacBook Pro, set to enter mass production next year, will feature a touch screen display, according to Apple analyst Ming-Chi Kuo.
Kuo: Apple plans to launch a cheaper, ~13" MacBook powered by iPhone 16 Pro's A18 Pro chip, expected to enter mass production in late Q4 2025 or early Q1 2026
9to5mac.com/2025/06/30/f... [embedded post] Ernie Smith / @ernie.tedium.co : Interesting. I sort of struggle to see why Apple would want to ruin the separation between the M series and the A series ...
Kuo expects Apple to mass produce a Vision Pro with M5 in Q3 2025, a Vision Air in Q3 2027, a Vision Pro with a new design and XR glasses in H2 2028, and more
In a blog post today, analyst Ming-Chi Kuo detailed his updated roadmap forecast for Apple's headset and smart glasses markets.
Kuo: Apple plans a cheaper MacBook powered by iPhone 16 Pro's A18 Pro chip and with a ~13" display, expected to enter mass production in late 2025 or early 2026
Apple's current entry-level laptop is the $999 MacBook Air, but analyst Ming-Chi Kuo believes Apple is aiming to launch an even more affordable model soon.