Apple is scaling back its hardware delivery plans in 2026 due to DRAM shortages, Apple analyst Ming-Chi Kuo said today. Kuo made the comment in a longer post, disputing a recent report suggesting that TSMC has $1 billion in unpackaged processors waiting for memory chips that Apple has been unable to secure. Kuo said Apple…
Apple will likely “repeat iPhone Kuo said today that manufacturing issues limited initial production of the foldable iPhone, which would be called iPhone Ultra. As a result, he believes the device could launch at some point after the iPhone 18 Pro models. In 2017, Apple unveiled the iPhone 8, iPhone 8 Plus, and iPhone X…
Apple analyst Ming-Chi Kuo says the real test of today’s WWDC keynote is whether Apple can deliver better AI experiences than Google using the same Gemini models. Apple is using Google’s Gemini to support the revamped Siri and new Apple Intelligence features. According to Kuo in a new article on X, the main takeaway from…
New Apple CEO John Ternus has signed off on a major overhaul of Apple’s Vision Pro and smart glasses projects, solidifying Apple’s work in the category. According to Apple analyst Ming-Chi Kuo, Ternus has canceled plans for a second Vision Pro and a lighter Vision Air. Kuo says there are only two smart glasses products…
In a conference call in late April, Apple CEO Tim Cook said that customer response to the MacBook Neo was “off the charts” and that the laptop’s popularity would have led the company to significantly increase production. Apple supply chain analyst Ming-Chi Kuo said this week that he believes MacBook Neo shipments to Apple have…
The all-new variable aperture lens in the iPhone 18 Pro and iPhone 18 Pro Max will cost Apple 50% more than the camera used in current models, according to supply chain analyst Ming-Chi Kuo. Variable aperture is one of the most persistent rumors about iPhone cameras in recent years. Kuo first reported this feature in…
TSMC has been the exclusive supplier of Apple’s SoCs since 2016, but that 10-year streak may be coming to an end. Apple supply chain analyst Ming-Chi Kuo said today that Intel has “started” small-scale manufacturing tests of low-end chips for iPhone, iPad and Mac, with production expected to ramp up throughout 2027 and 2028. Kuo…