Our friend Ming-Chi Kuo until he tried to leave the scene, but he didn’t: the analyst remains a prolific and reasonably certain source about Apple’s next steps, now ahead of TF International Securities.
And your note released today to investors is basically a document filled with spoilers (which may or may not be real, remember) for the coming months of the Apple.
The grade, obtained by MacRumors, says Apple will make at least three major launches in the second half of 2018 – in addition to the announcement of the new iPhones, of course. They would be new iPads equipped with a TrueDepth camera and Face ID, a new, cheaper entry-level MacBook Air and, finally, a new generation of Apple Watch with larger screens in cases similar to the current ones, as we have already commented here.
There is no more information about the possible products to be launched, but Kuo also gave pointers on the likely line of iPhones that will be presented in the second half. As we already know, the analyst (and much of the world of rumors) bets on the announcement of three iPhones, one with a 6.1-inch LCD screen (and iPhone X design), a successor to the iPhone X (the same size and with upgraded components) and an “iPhone X Plus” (the most expensive of all, with 6.5 inch AMOLED screen).
According to Kuo, the 6.1-inch model (considered entry-level) will cost the same as it currently costs iPhones 8 – that is, in the range of $ 650-750. Because it has features similar to the iPhone X, such as Face ID, this will encourage a large portion of consumers to upgrade to the new device, which, according to the analyst, will go into production shortly after his brothers. All of them, however, are expected to be announced and sold in September.
Kuo also spoke of iPhones of 2019, stating that the models will have “remarkable innovations” – but it will not be possible to know anything about them until September or October, when their first details will begin to appear in the production chain. He believes that these 2019 models will still see the LCD version outperform the AMOLED versions in sales, however.
The analyst also opined on the current trade war being fought between the United States and China, stating that Apple should not be directly affected by the dispute but that it should still be cautious so that the Chinese consumer does not reject the brand for an alleged anti-American feeling.
Finally, we still have a brief confabulation about Apple’s competition in the most expensive segments of the market. According to Kuo, the company’s only competition there is with itself – that is, Apple needs to offer new models that please consumers to speed up replacement demands. The analyst believes that the slow growth of the iPhone in recent times is a direct result of Apple not presenting convincing arguments for its loyal customers to switch devices since the iPhone 6.
Let’s see which of the predictions will come true…