Apple likely to ship only 3 million 'iWatch' units this year, analyst Ming-Chi Kuo says



  • Reply 21 of 71
    512ke512ke Posts: 782member
    Breaking news: I am declaring that my earlier prediction was wrong.

    In other breaking news I am contradicting my earlier conjecture.
  • Reply 22 of 71
    supadav03supadav03 Posts: 503member
    Off topic but I was just reading about the new Kyocera phone releases on Verizon with a 4.5 inch sapphire display? Does anyone know who produces the displays for their phones?
  • Reply 23 of 71
    bobschlobbobschlob Posts: 1,074member

    Yep. Just pick any device you wish:

    "Hey a new retina display iMac. It's coming, but release has been pushed back another 6 months."

    Mark my words. (I'm an analyst)

  • Reply 24 of 71
    SpamSandwichSpamSandwich Posts: 33,408member

    Originally Posted by Suddenly Newton View Post



    Kuo sent it to your gmail account?


    Yes, I'd like a lot more transparency on this. Is Ming paying AppleInsider to spread his nonsense? If so, it might qualify as something the SEC would be interested in investigating.

  • Reply 25 of 71
    bobschlobbobschlob Posts: 1,074member

    Originally Posted by SpamSandwich View Post

    Originally Posted by Rogifan View Post

    And yet AI throws this up on their website under the red "breaking" banner.


    Breaking wind, perhaps.

    <img class=" src="" /><img class=" src="" /><img class=" src="" /><img class=" src="" />

  • Reply 26 of 71
    yojimbo007yojimbo007 Posts: 1,147member
    Kuo= fud for payola !
  • Reply 28 of 71
    SpamSandwichSpamSandwich Posts: 33,408member

    Hey, here's a better story. I'll post a link here before the AI authors repackage it and serve it up.


    San Francisco Airport testing beacon system for blind travelers

    App will tell visually-impaired travelers, and eventually everyone, what's around them at all times


  • Reply 29 of 71
    constable odoconstable odo Posts: 1,041member

    How the hell can anyone predict the sales of an unknown product?  It becomes even more difficult when it's a completely unannounced product.  These analysts are allowed to get away with too much freedom of conjecture and they really take themselves too seriously.  Even if he is being paid to spread nonsense, why in the world would anyone give credence to him as being a reliable source.

  • Reply 30 of 71
    maestro64maestro64 Posts: 5,017member

    That guy has one hell of a crystal ball or I want to be on the drugs he is on. Where the hell do these guys pull these numbers from.

  • Reply 31 of 71
    maestro64maestro64 Posts: 5,017member

    Originally Posted by palomine View Post

    Yeah he predicts a lot of junk. Shameless stock manipulation .

    Yeah he is trying to make sure that when the market recovers Apple recovers even more.

  • Reply 32 of 71
    SpamSandwichSpamSandwich Posts: 33,408member

    Incidentally (text bolded and in red for clarity):


    KGI Securities Investment Advisory Co. Ltd

    Information on securities/instruments traded in Taiwan is distributed by KGI Securities Investment Advisory Co. Ltd. All information is believed to come from reliable sources; however, we do not warrant its completeness or accuracy and therefore will not be liable for any loss incurred. This report is for reference only and is not itself an offer to sell or solicitation of an offer to buy any securities. KGI Securities Investment Advisory Co. Ltd. and its affiliates and their officers and employees may or may not have a position in or with respect to the securities mentioned herein....



    A firm that allows employees to hold positions on the securities they are covering should make everyone nervous about trusting their "free advice". Such analysts may be compromised and in my opinion are facing a clear-cut conflict of interest.

  • Reply 33 of 71
    gprovidagprovida Posts: 252member
    While rumors about the iWatch need to be taken with a huge grain of salt, there is an internal logic in the article regarding the sapphire and AMOLED display. Regarding Sapphire, Apple has progressed in steps from camera to touch to perhaps iWatch and eventually iPhone. And since Apple chose to not include TouchID last year, due to novelty, differentiation, but also supply and manufacturing, that this might apply to iWatch is reasonable. Similarly, Apple has looked into AMOLED (power saving and thinness are a big draw), but while there are some nice aspect, e.g., saturation the tech is expensive and does not work well in daylight, prob a serious issue for iWatch.

    Therefore, Apple production theoretically being impacted seems logical, but it is very dangerous ground to tread. Apple has many many issues associated with a wearable that outsiders have no clue about, since basically no-one really knows the "job to be done" for an Apple wearable, therefore IF Apple is pursuing this seriously with a launch in 2014, the host of unknown issues and constraints mean prognosticating when it might appear and what it might do very speculative.

    I see the same rumors and speculations on Apple TV, or Apple billing system based on App and iTunes infrastructure, etc., and while entertaining anyone who is making serious investment decisions based on these rumors is gambling, in fact, is prob better off worth with gambling at Las Vegas or the Lottery where the odds are very straight forward.
  • Reply 34 of 71
    A note to my investors...I expect 15-20M iWatch units to ship in the first weekend. The ramp-up to the holiday season will see a total of 186.7M iWatches fly off the shelves, 353.24M iPhone 6s, 1.352B iTVs (that's right, billion), and a yet to be named product....uhmm, lets say 450M. I see no manufacturing issues with anything.

    If Ming-Chi Kuo can pull crap out of his arse, so can I.
  • Reply 35 of 71
    rogifanrogifan Posts: 10,669member
    sog35 wrote: »
    This is how Tim Cook feels about this rumor of MING
    And Jony Ive...

  • Reply 36 of 71
    nelsonxnelsonx Posts: 278member

    Originally Posted by Rogifan View Post

    So AI wants us to believe Apple will ship some "iWatches" with glass and some with sapphire and I guess it's just consumers luck of the draw whether they get sapphire or not? I mean seriously?!?

    Apple did that in the past with some Mac Airs. Some of them had Samsung SSD and some of them Toshiba SSD. The ones with Samsung SSD were much faster.

  • Reply 37 of 71

    I wish I could sit around all day and make statements about non-existent things AND get paid for it.


    In the real world I'd get dragged in for a psych-eval.

  • Reply 38 of 71

    I do kinda get the feeling that Apple already researched this iWatch thingie, found out it was impractical, boxed it, and started a rumor to get the other companies chasing the wrong rabbit. Its a thought that makes me smile though.

  • Reply 39 of 71
    rogifanrogifan Posts: 10,669member
    nelsonx wrote: »
    Apple did that in the past with some Mac Airs. Some of them had Samsung SSD and some of them Toshiba SSD. The ones with Samsung SSD were much faster.
    Apple and oranges. You're talking about different manufacturers of SSDs. Just like getting an LG display in a MBP vs Samsung. As far as I know Apple doesn't advertise the supplier of components in their products. Glass and Sapphire are two completely different materials. I can't see Apple announcing a watch but not telling us whether the display is sapphire or glass. Especially if they are using sapphire. They would play that up as much as possible.
  • Reply 40 of 71
    boredumbboredumb Posts: 1,418member

    Originally Posted by Freshmaker View Post

    Boggles the mind, doesn't it?  Unsubstantiated rumors on an unannounced product push back a made-up launch date and reduce a wild-guess number of sales.  Oy.

    Well, yeah…but at least, now we know!!!

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