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Company

KGI

43 articles – decelerating

Eight stories in both 2016 Q3 and 2017 Q4 made KGI, chiefly through analyst Ming-Chi Kuo, a recurring source for Apple product-roadmap and supply forecasts.

Who they are

KGI appears in this coverage as the source of Apple-focused analyst forecasts, with Ming-Chi Kuo supplying many of the claims. Stories use KGI’s projections to report prospective iPhone, Apple Watch, MacBook, iPad and audio-product specifications, launch timing, pricing, component choices and production conditions.

The recent arc

Coverage peaked in 2016 Q3 and again in 2017 Q4, shifting from a broad Apple-device forecasting role to detailed reporting on the iPhone transition around iPhone X. The 2016 surge included KGI calls on Apple Watch 2 features, AirPods and iPhone 7 specifications, while its MacBook Pro forecast anticipated Touch ID and an OLED touch bar.

The tension

The coverage repeatedly centers on Apple’s effort to extend the iPhone X design across a broader lineup without abandoning a lower-cost model. KGI’s late-2017 and early-2018 projections contrasted 5.8-inch and 6.5-inch OLED phones with a 6.1-inch LCD model, while tying the roadmap to supply constraints at Foxconn and component sourcing from Samsung, Intel and Qualcomm.

Why it matters

If this pattern holds, KGI’s relevance in the coverage will depend on whether its analyst notes continue to offer an early read on how Apple balances premium features, lower entry prices and supply-chain capacity. The reporting shows that seemingly narrow component or manufacturing claims can shape expectations for Apple’s product segmentation well before launches, though the underlying forecasts remain reported projections rather than confirmed plans.

KGI has appeared in 43 articles since 2012-06. Coverage peaked in 2017Q4 with 8 articles. Frequently mentioned alongside Apple, Ming-Chi Kuo, iPhone, KGI Securities.

Articles
43
mentions
Velocity
-62.5%
growth rate
Acceleration
-0.958
velocity change
Sources
6
publications

Coverage Timeline

2018-03-04
9to5Mac 12 related

KGI: Apple to release more affordable 13-inch MacBook Air in Q2, HomePod demand ‘mediocre’ so far

Reliable Apple analyst Ming-Chi Kuo of KGI Securities is today out with a pair of new investor notes on Apple.  The analyst offers new supply chain details on the new iPhones coming this year, AirPods...

2018-02-25
AppleInsider 5 related

KGI's Ming-Chi Kuo says Apple is working on a branded over-the-ear wireless headphone product that could debut in the fourth quarter of 2018 at the earliest

Capitalizing on early success with AirPods, Apple is readying a branded over-the-ear wireless headphone product that could launch …

2018-01-24
2017-12-08
9to5Mac 22 related

KGI: all three iPhones to be introduced in 2018 will have more powerful batteries, with 6.5-inch and 5.8-inch OLED models getting L-shaped battery designs

Ming-Chi Kuo of KGI Securities is out with his latest investor note this evening covering more changes we can expect with next year's iPhone refresh.

2017-11-26
MacRumors 9 related

KGI: iPhone X manufacturing bottlenecks largely resolved with Foxconn producing 450K-550K units per day compared to 50K-150K 1-2 months ago

Steady improvements in iPhone X supplies that have seen shipping estimates fall to 1-2 weeks are due to better-than-expected improvements …

2017-11-18
9to5Mac 8 related

KGI: 2018 iPhones will feature faster pre-5G baseband chips from Intel and Qualcomm, with 70%-80% of chips coming from Intel

A new report today from KGI shares projections that the 2018 iPhones will include significantly faster baseband chips from Intel and Qualcomm, although Intel will be the main supplier.

2017-11-17
9to5Mac 5 related

KGI: 2018 iPhones will feature faster pre-5G baseband chips from Intel and Qualcomm, with 70%-80% of chips coming from Intel

A new report today from KGI shares projections that the 2018 iPhones will include significantly faster baseband chips from Intel and Qualcomm, although Intel will be the main supplier.

2017-11-14
2017-11-13
AppleInsider 5 related

KGI's Ming-Chi Kuo: Apple has 6.5" OLED, 6.1" LCD, and 5.8" OLED iPhones slated for late 2018 launch, all following the iPhone X form factor

Apple has three new iPhone models in the pipeline for a late 2018 launch, two of which will be the company's biggest handsets ever …

2017-10-13
9to5Mac 14 related

KGI's Ming-Chi Kuo predicts all 2018 iPhones will abandon Touch ID in favor of Face ID

KGI Securities analyst Ming-Chi Kuo is out tonight with a new investor note.  Kuo explains that, despite initially believing Apple might readopt fingerprint technology, it's now likely that all 2018 i...

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Quarterly Coverage

Top Sources

Narrative

TEXXR tracks 43 tech news articles mentioning KGI, dating back to January 2015. The biggest stories include KGI: Apple Watch 2 coming later this year with GPS, barometer, similar form factor,... and KGI: Apple to announce new wireless earbuds called AirPods, which will target the premium.... Frequently covered alongside Apple, Ming-Chi Kuo, KGI Securities, iPhone, and iPhone X.

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