Ming-Chi Kuo May Lessen Focus on Apple Following Reported Departure From KGI Securities

MacRumors

macrumors bot
Original poster
Apr 12, 2001
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Ming-Chi Kuo, widely considered to be one of the best analysts covering Apple, might no longer focus his research on the iPhone maker.

Kuo speaking on behalf of DigiTimes

China Times reports that Kuo resigned from Taiwanese research firm KGI Securities on Friday and, while his next move is uncertain, the publication suggests he will focus less on Apple and more on other emerging industries.

Kuo has been one of the most prolific sources of rumors about Apple's unreleased products and services since as early as 2010, when he was a senior analyst at industry publication DigiTimes. He briefly covered Apple for Concord Securities in 2011, before moving to KGI Securities in early 2012.

Congratulations to Ming Chi-Kuo (the best analyst covering Apple) who is leaving KGI for another firm, and reportedly moving on to cover innovative non-Apple companies. https://t.co/m55yUVQSGG - Mark Gurman (@markgurman) April 30, 2018

Kuo's research notes typically relayed information gathered from Apple's supply chain partners in Taiwan and other Asian countries. This information frequently allowed Kuo to accurately predict upcoming products on Apple's roadmap, although specific details and release dates were occasionally inaccurate.

While he doesn't have a perfect track record, our archive of Kuo's research notes reveals several high-profile rumors that proved to be accurate. In March 2016, nearly two years prior to the iPhone X, for example, he said Apple was developing a new iPhone with a 5.8-inch OLED display, glass back, and metal frame.

Later in 2016, he shared a laundry list of predictions about the iPhone 7 and iPhone 7 Plus, including the lack of a 3.5mm headphone jack, a new glossy Jet Black color option, stereo speakers, and improved water resistance.

Kuo also accurately forecasted the 10.5-inch iPad Pro, Apple Watch Series 2 with GPS, iPhone SE, Apple Pencil, 12-inch MacBook, MacBook Pro models with a Touch Bar and Touch ID, and the MacBook Pro with Retina display. In between, he's shared tidbits like an iPod touch refresh with new colors and white front bezels.

While speculation has mounted about whether Apple had anything to do with Kuo's decision to step down, given the company's culture of secrecy, it is believed that his departure was a move planned several months ago.

Kuo has yet to publicly comment on the report, and it's possible he may continue to cover Apple to at least some extent in the future.

Article Link: Ming-Chi Kuo May Lessen Focus on Apple Following Reported Departure From KGI Securities
 

now i see it

macrumors 601
Jan 2, 2002
4,015
8,016
Kuo was like sharks teeth. He may now be gone, but there's gunna be another one to fill his spot. All those leakers that provided him with information were unquestionably paid to do so - and they'll continue leaking secrets to the highest bidder. Trying to keep the lips of Asian slave labor factory workers sealed is impossible. The Leaks will continue.
 

Exile714

macrumors 6502a
Jan 14, 2015
671
1,066
Probably got fired for consistently under-predicting iPhone production numbers for the last eight quarters. People here think he’s in the business of selling rumors to THEM, not the manufacturers who actually used his intel to make strategic decisions. He’s been off for a while now so this should be no surprise to anyone who understands what he does.
 

gnipgnop

macrumors 65816
Feb 18, 2009
1,328
1,485
Maybe he doesn't have a budget for paying the supply chain informers anymore now that he's left KGI.
 

cuencap

macrumors regular
Dec 12, 2011
185
144
...End of MacRumors.

Seriously, this guy is a prophet when it comes to Apple rumours and much of the rumours we've seen over the years from him have been pretty accurate.
That’s not hard to do when he’s got contacts at various factories making the product. There are many people like this who don’t have an outlet to share the info and don’t feel it’s important enough to sell.
 

laptech

macrumors 6502
Apr 26, 2013
307
392
Earth
My opinion his quitting is either due to his leak contacts within Apple have decide to leave or Apple have plugged the leaks where he was obtaining his information from and without those resources he can no longer do his job properly.