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

[JPack]

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.

Not sure what kind of gold fish you have that can predict 6.1" LCD and 3GB RAM.

 

[charlituna]

Billions of people. There will always be another Ming-Chi

i agree, in part because now I'm thinking he was never the player everyone thought but rather the company is and he was just the mouth. so they will get a new mouth for what they find

 

[Superhai]

Rumours about the people spreading rumours. This feels very meta-rumoury.

Now if only I could dig up some rumours of you, then we could have rumours of people commenting rumours about rumour-spreading people.

 

[Solomani]

What are MacRumors gonna do now? Where will they get the articles from?

I will replace Kuo. I will supply MR all the awesome rumors they need.

 

[Spizike9]

Always wondered what he looked like.

 

[scrapesleon]

Closing down all leaks huh

 

[DeepIn2U]

There goes half the rumors.

Nah sounds like somebody is no longer getting fed inside leaks and he's cutting his losses to save his lunch money everyday for the next year.

 

[44267547]

He's not consistent or reliable unless those words have totally different meanings..

Not sure why you’re so dismissive. He IS the most consistent and reliable analyst in the world who has Apple insider information compared to any other source that’s been relevant in the iPhone/Apple product history. You’re not stating much, only your anecdotal opinion just to put out a negative assertion based on what?

He's 10% batting average,

So prove to me/others how you know it’s a 10% batting average? Where did you come up with this figure? Or specifically, can you list all the predictions that have been made correct and incorrect that you would be able justify a 10% average? I would be interested in reading that.

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.

Lots of hyperbole here. Again, can you provide literal examples of what you’re referring to? What do you mean that he modifies his predictions? How do you know he throws things against the wall compared
To every other analyst that makes a prediction that could be right or wrong that technically “throws things”?

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.

I guess I could make the opposing argument that can you do the math collecting all his production notes from his accuracIAs compared to his inaccuracies?

Also, Just to show you the relevance that he had in the tech sector with his predictions, he predicted/revealed the exact display resolution, battery capacity and movement face ID for the iPhone X almost a year upon its release. Are you aware of any other analyst that even came close to that prediction?

But just to have an understanding of Kuo. every analyst has been wrong one time or another, that’s the nature of their work. There is no such thing as a hundred percent guarantee what the amount of predictions that he made over the course of how many years. You can’t deny that he doesn’t have one of the best track records of all time over any analysts in the world. If you’re going to refute that, then please explain why with examples.

That guy was good at Public Relations and his public was the tech press and possibly market manipulators.

Again, you don’t provide any literal examples of what you’re referring to. When you have somebody that is highly notarized as Kuo was, he is going to have a strong following from the tech sector of those looking to report based on what his knowledge is and exactly what he is sharing. But for you to say that he was good at public relations, he was actually fairly discrete individual that was never much in the public perception at all, only given following because of what he had insider information on with parts, suppliers, predictions, etc.

Also, on anything financial, volume or revenue related he bats near zero; not so "well connected" here at all...

You’re entitled to your opinion on this, but I would also be willing to believe that many don’t care about his financial connections as much as he was recognized for his internal predictions with hardware. Literally, I don’t know anyone that would complain of his financial contributions, when he was really not known for that.

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.

Your entire post really seems like you have some sort a type of agenda against Kuo or why you believe that he is some low-level insider, when you’re not simply taking time to ackknowledge that he is the most reliable analyst in the world. You have not once even mentioned that he has a higher track record over anyone, only that you’re telling me that he has a “10% batting average” with no evidence showing me that in relation to his accurate predictions.

Kuo for me is a low rent "analyst" (and I'm using that term really loosely).

Another example of how you’re really dismissive of Kuo as an individual and an analyst, your whole post you have not provided any examples of specifically what you’re referring to besides using lots of jargon. That’s fine that you think he is a poor analyst, but amongst the tech sector, he was extremely pivotal in the tech sector for years for said reasons that he has a much higher respect level than you’re giving him.

 

[Bustycat]

One of the worst days of macRUMORS. The beginning of the post-Kuo era.

Also being a Taiwanese, I have read lots of his predictions in Chinese for many years. I really cannot find who was more accurate and more detailed.

 

[racerhomie]

All jokes aside, I wish him well in his new journey.

I have a bad feeling , he may end up dead.

 

[Steve121178]

The best part of this news is that now maybe the MacRumors admins will stop groveling all over this dude. Yeesh.

A rumours site losing one of their primary and most accurate sources of information for articles means MacRumors becomes less relevant. How is that a good thing?

 

[michaelsviews]

What has Apple come out with thats been so earth shattering that Ming has told the world about ahead of time?

For once it would be great to see apple bring out a product that they didnt copy or steal from someone else.

 

[Robert.Walter]

Apple: You and your employee have been engaged in industrial espionage for several years now. If you don’t want an immediate lawsuit, you need to cooperatively answer our questions and immediately part ways. We’ll decide later if we will sue you or not.

 

[CJM]

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.

Was thinking this myself. With their recently leaked leak memo, perhaps all his sources have been fired.

 

[democracyrules]

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

It is hard to say goodbye to a good analyst. Wish the best luck for him!!

 

[Kensai]

What about all his unsuccessful predictions? Can we have a list, please?!

 

[IJ Reilly]

A rumours site losing one of their primary and most accurate sources of information for articles means MacRumors becomes less relevant. How is that a good thing?

And once again the evidence that this source of Apple analysis is going away is... dead zero. What has happened to basic reading skills?

 

[BuddyTronic]

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.

Yep, that's why I think - Apple has decided to close off leaks.

 

[satchmo]

I guess we're going back to grainy photos of draped boxes in loading bays.

 

[Letsi]

This is a HUGE loss for the rumors community.

Keep in mind this is the guy who revealed the exact display resolution, battery capacity, and switch to Face ID for iPhone X more than a year before it was released. Remember how everyone was swearing Apple would never drop in-display Touch ID?

Everyone’s talking about the 6.1” iPhone and Kuo’s the one who started the leak. There are countless times he was correct. Yes, he made some inaccurate predictions like the Blush Gold colored iPhone X but those aren’t significant.

Guys like Mark Gurman simply won’t be able to replace Kuo’s rumors. Nobody trusts a white guy when the entire supply chain is Asian.

Yup, I could still recall how the official announcement of Face ID on the iPhone X literally shut the >50% of the old timer folks insisting that Apple will not drop touchID but people just want to focus on areas where he dropped the ball like predicting the wrong color release. I’m glad folks here have their priorities right
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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).

Let’s see you attempt those “predictions” and we’ll see if any of your “crap” sticks on the wall yah? You’re allowed to make modifications too. Any analyst that is almost half the time right on his specific features prediction are worth their salt I would say. Btw, there was an article on MR itself that talks about his records one or two years back. Don’t be lazy, use the search function.

 

[Paul6s]

This site is in danger of going out of business. Maybe he'll come work for Macrumors.

As much as Apple hates leaks, I think they did contribute toward building excitement about new releases.

To be honest every year when I would find out about the first iPhone leaked schematic I’m usually like “Meh” but by the time we get to June or July when everyone knows basically what the next iPhone will look like, I’m Already sold on the design and even know what new leaked color I want. By the time the keynote takes place I allready have my hand on the mouse click button ready to preorder. Now with me not knowing anything about the new phone until the keynote, I can’t help but to not feel that excited over it. I feel that only having a few days to know what the next iPhone will look like, I see myself maybe holding off buying the next phone until the next year or so.