Do Son OpenAI is building an AI-first smartphone with MediaTek and Luxshare. Ditching apps for autonomous agents, this device aims to master the mobile ecosystem.
Ming-Chi Kuo
Ming-Chi Kuo predicts iPhone 18 prices will stay flat in 2026. Discover how Apple plans to absorb rising memory costs to crush its competition.
Apple may return to Intel by 2028 to fab iPhone chips on the 14A node. Discover how NVIDIA's AI boom and U.S. politics are reshaping Apple Silicon.
Apple is reportedly signing a deal for Intel to manufacture entry-level M-series chips (MacBook Air/iPad Pro) using its 18A process by mid-2027, validating Intel's foundry business.
Analyst Ming-Chi Kuo reports that sales of the ultra-thin iPhone Air have collapsed, prompting Apple to cut production by over 80% due to poor demand.
Ming-Chi Kuo reports that the iPhone Fold's critical hinge mechanism cost has been reduced to $70-$80 per unit, improving profit margins and accelerating its mass production feasibility.
Apple is reportedly bringing touchscreen technology to its MacBook Pro lineup. Find out what this could mean for the future of Apple laptops.
Apple has reportedly paused foldable iPad development, shifting resources to a foldable iPhone due to yield/cost challenges, aiming for an earlier market entry.
Ming-Chi Kuo reports Apple plans a more affordable 13-inch MacBook with the A18 Pro chip, targeting 5-7 million units in 2026, with production starting late 2025.