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郭明錤｜Ming-Chi Kuo
@mingchikuo
香港天風國際證券分析師，分享科技產業趨勢觀察｜TF International Securities (HK) analyst sharing tech trend insights
Taiwan
tfisec.com
Joined March 2011
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  • user avatar
    郭明錤｜Ming-Chi Kuo
    @mingchikuo
    Sep 17, 2025
    MacBook models will feature a touch panel for the first time, further blurring the line with the iPad. This shift appears to reflect Apple’s long-term observation of iPad user behavior, indicating that in certain scenarios, touch controls can enhance both productivity and the
    586K
  • user avatar
    郭明錤｜Ming-Chi Kuo
    @mingchikuo
    Aug 5, 2022
    My latest survey indicates Foxconn's iPhone production site in India will ship the new 6.1" iPhone 14 almost simultaneously with China for the first time in 2H22 (India being one quarter or more behind in the past).
  • user avatar
    郭明錤｜Ming-Chi Kuo
    @mingchikuo
    May 11, 2022
    (1/2) My latest survey indicates that 2H23 new iPhone will abandon Lightning port and switch to USB-C port. USB-C could improve iPhone's transfer and charging speed in hardware designs, but the final spec details still depend on iOS support.
  • user avatar
    郭明錤｜Ming-Chi Kuo
    @mingchikuo
    Jul 28, 2025
    For Elon Musk and Tesla, this represents a valuable opportunity to gain real-world foundry experience at an exceptionally low cost — something TSMC would never allow. It enables Tesla to enhance its chip design capabilities, particularly in manufacturability, while also gaining
    user avatar
    Elon Musk
    X
    @elonmusk
    Jul 28, 2025
    Samsung’s giant new Texas fab will be dedicated to making Tesla’s next-generation AI6 chip. The strategic importance of this is hard to overstate. Samsung currently makes AI4. TSMC will make AI5, which just finished design, initially in Taiwan and then Arizona.
    384K
  • user avatar
    郭明錤｜Ming-Chi Kuo
    @mingchikuo
    May 22, 2025
    My industry research indicates the following regarding the new AI hardware device from Jony Ive's collaboration with OpenAI: 1. Mass production is expected to start in 2027. 2. Assembly and shipping will occur outside China to reduce geopolitical risks, with Vietnam currently the
    Image
    375K
  • user avatar
    郭明錤｜Ming-Chi Kuo
    @mingchikuo
    Oct 28, 2022
    (1/6) My latest survey indicates that the volume button and power button of two high-end iPhone 15/2H23 new iPhone models may adopt a solid-state button design (similar to the home button design of iPhone 7/8/SE2 & 3) to replace the physical/mechanical button design.
  • user avatar
    郭明錤｜Ming-Chi Kuo
    @mingchikuo
    Sep 26, 2023
    The iPhone 15 Pro series overheating issues are unrelated to TSMC’s advanced 3nm node / iPhone 15 Pro系列的過熱問題，與台積電的3nm製程無關
    Image
    The iPhone 15 Pro series overheating issues are unrelated to TSMC’s advanced 3nm node / iPhone 15…
    From link.medium.com
    470K
  • user avatar
    郭明錤｜Ming-Chi Kuo
    @mingchikuo
    Dec 23, 2024
    Apple M5 series chip 1. The M5 series chips will adopt TSMC’s advanced N3P node, which entered the prototype phase a few months ago. M5, M5 Pro/Max, and M5 Ultra mass production is expected in 1H25, 2H25, and 2026, respectively. 2. The M5 Pro, Max, and Ultra will utilize
    user avatar
    郭明錤｜Ming-Chi Kuo
    @mingchikuo
    Dec 23, 2024
    BE Semiconductor Poised to Benefit from iPhone 18 Pro Variable Aperture, Apple PCC/High-End M5 Chips, SoIC Advanced Packaging Significant Growth, Earlier-than-Expected HBM Hybrid Bonding Adoption, and Nvidia Networking Equipment’s adoption of CPO link.medium.com/6Rh6p98VyPb
    390K
  • user avatar
    郭明錤｜Ming-Chi Kuo
    @mingchikuo
    Mar 4, 2022
    Some predictions for the coming new iPhone SE: 1. Mass production in Mar'22. 2. Estimated shipments of 25-30 mn units in 2022. 3. Storage: 64/128/256GB. 4. A15 & 5G support (mmW & Sub-6 GHz). 5. Casing: white, black, and red. 6. Similar form factor design to current SE.
  • user avatar
    郭明錤｜Ming-Chi Kuo
    @mingchikuo
    Mar 13, 2022
    Only two Pro models would upgrade to the A16 processor, while the 14 & 14 Max will remain the A15. All four new models will likely come with 6GB RAM, with the difference being LPDDR 5 (14 Pro & 14 Pro Max) vs. LPDDR 4X (14 & 14 Max).
    user avatar
    郭明錤｜Ming-Chi Kuo
    @mingchikuo
    Mar 13, 2022
    According to Apple's rules for naming iPhones, the four new 2H22 iPhones could be called iPhone 14 (6.1"), iPhone 14 Max (6.7"), iPhone 14 Pro (6.1”), and iPhone 14 Pro Max (6.7").
  • user avatar
    郭明錤｜Ming-Chi Kuo
    @mingchikuo
    Mar 13, 2022
    According to Apple's rules for naming iPhones, the four new 2H22 iPhones could be called iPhone 14 (6.1"), iPhone 14 Max (6.7"), iPhone 14 Pro (6.1”), and iPhone 14 Pro Max (6.7").
  • user avatar
    郭明錤｜Ming-Chi Kuo
    @mingchikuo
    Sep 18, 2024
    Apple employees can already purchase the iPhone 16 with their employee discount. Typically, employees have had to wait several weeks after the release of new iPhone models before being able to buy. This could be another sign that the early demand for the iPhone 16 is below
    Readers added context they thought people might want to knowReaders added context
    Apple’s employee discount program has allowed personal discounts at the same time as general release for numerous years. x.com/markgurman/sta…
    Context is written by people who use X, and appears when rated helpful by others. Find out more.
    356K
  • user avatar
    郭明錤｜Ming-Chi Kuo
    @mingchikuo
    Aug 29, 2024
    Among the 2025 new iPhone models, only the iPhone 17 Pro Max will feature the following specifications: 1. 12GB DRAM (while the ultra-thin iPhone, iPhone 17, iPhone 17 Pro, and SE4 will all have 8GB). Enhanced on-device AI capabilities will likely be a major selling point for
    277K
  • user avatar
    郭明錤｜Ming-Chi Kuo
    @mingchikuo
    Sep 8, 2023
    華為的歸來對消費者其實是好事，這可以逼迫Apple走出舒適圈並更積極創新。標準版iPhone 15是首款採用堆疊CIS的手機，但如果沒有美國禁令，華為應該會是第一個採用堆疊CIS的手機品牌業者，而且應該會早於2023年。 == Huawei's comeback is actually a good thing for consumers. It can force Apple to
    317K