Got a tip for us?
Let us know
Become a MacRumors Supporter for $50/year with no ads, ability to filter front page stories, and private forums.
Ming-Chi Kuo May Lessen Focus on Apple Following Reported Departure From KGI Securities
- Thread starter MacRumors
- Start date
- Sort by reaction score
Always pictured Kuo as an old man. Sad to hear he'll be reporting less on Apple, he was the most accurate of the speculators.
Kuo was not also an analyst, but he was an insider. He likely had sources direct from Fox conn and other suppliers that reported to him, which he inherited the information based off those specific product details.
MacRumors posts news, leaks and rumors. You wanna be surprised? Don’t visit this site.
It was obviously a joke.
Do you not remember being a kid and simultaneously wanting and not wanting to know your Christmas gifts?
Relax my man.
Last edited:
He's not consistent or reliable unless those words have totally different meanings.
He's 10% batting average, he throws crap (constant never-ending stream of "notes") at the wall, then modifies his "predictions", on and on and on and on until one proves retroactively correct in the end.
Funny how when I challenge people to prove he's actually good, no one can do the math collecting ALL HIS PREDICTIONS FROM HIS NOTES; should be easy huh. People only remember the ones that worked conveniently forgetting the 10 other things in his notes that didn't pan out or were plain wrong.
Also, on anything financial, volume or revenue related he bats near zero; not so "well connected" here at all...
That guy was good at Public Relations and his public was the tech press and possibly market manipulators.
Many analysts will publish their note straight to clients who will pay a load for them and don't want those to be public knowledge. I'm guessing those are no less off than Kuo and possibly even better (by protecting their sources better) yet we don't hear them yapping about.
Kuo for me is a low rent "analyst" (and I'm using that term really loosely).
Your archives will also reveal that he’s wrong about as often as he’s correct.
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.
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
I doubt that’s the reason for his departure, but I share the sentiment that product evolutions have been predictable, late coming, or unremarkable.
I rather “rumors” be replaced by user “visions” for Apple products.
Haha.. i was just about to say that... then i saw your post
They only put a small portions of his notes on tech sites, filtered by click baitness and through their own gut feeling if he's right or wrong, so this site's published article would only be a small part of his track record. Also, being eventually right is not much a success. If someone IS well connected, they'll be right right away and will not need to change anything in the future on ANYTHING.
Though it will be odd with him gone, like a void, I'm kinda looking forward to not knowing. Not only would it bring back an element of surprise, my market trades will appreciate it. For far too long have emotional traders clucked around like chickens with their heads cut off as they reacted to Kuo's predictions. People will still trade based on rumors of course, but there won't be a mass lemming movement, since the rumors will have greater uncertainty.
Still, thanks Kuo for all your hard work. Despite the market effect, I personally did enjoy knowing what Apple might do.
Still, thanks Kuo for all your hard work. Despite the market effect, I personally did enjoy knowing what Apple might do.
With that insight the door is already openedNow if only we here at MacRumors, could do the same.
Apple isn’t that inspiring these days.
And half the not true rumors too
For every rumor he got right, there was at least one wrong.
And some of the "got right" weren't that hard... figure even a gold fish could have "predicted" a September release after a while. And faster processor, upgraded camera, more memory.
Pity no one ever predicted and called out that new "gold" colour as horrible. The glass back looks like tobacco stained white under some showroom lighting instead of gold. Wasn't a big fan of the old gold option but it looked better than the new fools gold.