Latest news with #Kuo
Hindustan Times
2 days ago
- Hindustan Times
AirPods Pro 3 launch likely for 2025 despite conflicting rumours
Apple's autumn launch cycle is fast approaching, and speculation around what products will make the cut is intensifying. While iPhone 17 models and the iPhone 17 Air are almost guaranteed, recent rumours have cast doubt on the arrival of another much-anticipated device, the AirPods Pro 3. Last week, TF International Securities analyst Ming-Chi Kuo stirred uncertainty by stating that AirPods were unlikely to see "significant updates" until 2026, with infrared camera-equipped AirPods entering production in that year. He also mentioned that a lighter version of the AirPods Max was due in 2027. At face value, Kuo's comment seems to push the AirPods Pro 3 beyond 2025. However, several observers have pointed out the ambiguity in his phrasing. Crucially: -He used the term 'may not', suggesting some uncertainty. -The phrase 'significant updates' is subjective and might not preclude a modest hardware revision. -He notably did not specify 'AirPods Pro', instead referring to the AirPods line more broadly. This has left room for interpretation, and hope, among those expecting a refresh of the Pro model. Adding to the speculation is a recent Apple software update that included code references to new AirPods hardware. These references are often reliable indicators of an imminent product launch. In addition, Bloomberg's Mark Gurman, who originally tipped AirPods Pro 3 for a 2025 release, has not updated or withdrawn his report, suggesting the plan may still be in motion. Another leaker, Kosutami, also hinted at a launch 'soon', though with limited specificity. Apple's release cadence also supports the case. The AirPods Pro 2 launched in 2022, three years after the original 2019 release. A 2025 refresh would maintain that three-year cycle, and with interest in high-end wireless audio remaining strong, it would make commercial sense for Apple to strike now. While Kuo's comments injected some doubt into the timeline, a closer reading and supporting signals suggest AirPods Pro 3 are still likely to launch this autumn. If that's the case, they'll arrive just in time to capitalise on the iPhone 17 wave, and consumer demand for the next evolution of Apple's premium earbuds.
Yahoo
4 days ago
- Business
- Yahoo
Trump's Targeting Of Apple Isn't Random — Analyst Says It's A Calculated Move For Maximum Political Gain
Apple Inc. (NASDAQ:AAPL) isn't a company usually associated with national security, but it is in the crosshairs of President Donald Trump, now an expert has given his take on the Happened: On Friday, Ming-Chi Kuo, an analyst at TF Securities, took to X, formerly Twitter, and outlined three key reasons why Trump persistently targets Apple in public. First, he noted, Trump knows that pressuring a global brand like Apple guarantees widespread media attention. "Forcing Apple, the world's most famous company, and its iconic iPhone to adopt 'Made in America' policies generates maximum exposure." Trending: Maker of the $60,000 foldable home has 3 factory buildings, 600+ houses built, and big plans to solve housing — Second, Apple rarely pushes back publicly, making it a low-risk target. "Apple is reluctant to openly contest Trump's statements or mount significant opposition," Kuo added, stating that it makes it easier for Trump to apply pressure without facing serious backlash. Finally, Kuo explained that Trump benefits regardless of Apple's response. "If Apple moves iPhone assembly back to the U.S., Trump can promote it as a major 'Made in America' achievement and key policy win." On the other hand, if Apple negotiates a deal to avoid tariffs, Trump still gains leverage — and he can always reignite pressure later, Kuo stated. Why It's Important: Earlier on Friday, Trump demanded that iPhones sold in the U.S. must be manufactured domestically, or the company could face a 25% tariff. Trump's remarks were a direct response to Apple's expanding footprint in India, where its major supplier, Foxconn, also known as Hon Hai Precision Industry Co. Ltd (OTC:HNHAF), is constructing a $1.5 billion display module facility near Chennai, India. Following this, Kuo said that Apple would likely find it more financially viable to absorb a 25% tariff on U.S. iPhone sales than to relocate its iPhone assembly operations back to the U.S. Read Next: Hasbro, MGM, and Skechers trust this AI marketing firm — Invest before it's too late. 'Scrolling To UBI' — Deloitte's #1 fastest-growing software company allows users to earn money on their phones. You can invest today for just $0.30/share with a $1000 minimum. Photo Courtesy: Joey Sussman on Send To MSN: Send to MSN Up Next: Transform your trading with Benzinga Edge's one-of-a-kind market trade ideas and tools. Click now to access unique insights that can set you ahead in today's competitive market. Get the latest stock analysis from Benzinga? This article Trump's Targeting Of Apple Isn't Random — Analyst Says It's A Calculated Move For Maximum Political Gain originally appeared on © 2025 Benzinga does not provide investment advice. All rights reserved.
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Business Standard
4 days ago
- Business
- Business Standard
Amazon will join Asus, Lenovo in race to develop foldable display laptops
Reportedly, the Amazon laptop with a foldable display will feature a large 18-inch screen in a form factor comparable to the Apple MacBook Air 13-inch New Delhi Amazon is reportedly preparing to enter the foldable laptop market, joining the ranks of Asus, Lenovo, and Huawei. Reportedly, the maiden foldable laptop from the ecommerce giant will feature an 18-inch display, designed to fold into a form factor similar to that of a 13-inch laptop. Supply chain analyst Ming-Chi Kuo suggests that Amazon's foldable laptop could make its market debut by late 2026 or early 2027. In a post on the social media platform X (formerly Twitter), Kuo noted: 'If development progresses as planned, it (Amazon foldable laptop) is projected to enter mass production in late 2026 or 2027.' Several foldable laptops – such as the Samsung Display prototype, HP Spectre, Asus Zenbook 17 Fold OLED, and Huawei MateBook Fold – have already been introduced, with some models currently available for purchase but in select regions only. Reportedly, US-based tech giant Apple is also working on a laptop with a foldable display in its MacBook series. Amazon is reportedly preparing to join this evolving segment. Kuo estimates that Apple's foldable laptop may enter mass production by late 2027 or 2028. In contrast, Amazon is expected to move at a faster pace, targeting production as early as 2026 or 2027. Huawei MateBook Fold In related developments, Huawei has recently launched a foldable laptop, the MateBook Fold, in its home country. The device features a slim profile – measuring 7.3mm when fully opened and 14.9mm when folded – a ccording to the company's official specifications. It incorporates a flexible 18-inch OLED display within a chassis roughly the size of a conventional 13-inch laptop. Powered by HarmonyOS 5, the MateBook Fold includes 32GB of RAM and 2TB of SSD storage. Huawei has priced the device at CNY 23,999 in China.
Time of India
7 days ago
- Business
- Time of India
'It's way better for Apple to...': Analyst on why company should pay 25% tariff on iPhones sold in the US
APPLE TARIFFS by Donald Trump Following US President Donald Trump's recent declaration that iPhones manufactured outside the US and sold within the country would face a 25% tariff, prominent analyst Ming-Chi Kuo has offered his assessment of the potential implications for Apple. Kuo suggests that from a profitability standpoint, absorbing the 25% tariff on US-bound iPhones would be more financially viable for Apple than relocating its iPhone assembly lines back to the country. 'In terms of profitability, it's way better for Apple to take the hit of a 25% tariff on iPhones sold in the US market than to move iPhone assembly lines back to US,' Kuo said. — mingchikuo (@mingchikuo) According to Kuo, the precise tariff percentage proposed by Trump is not the primary concern. Instead, the more significant issue is that this marks Trump's second recent direct comment targeting Apple, which Kuo views as a clear warning sign the company cannot disregard. by Taboola by Taboola Sponsored Links Sponsored Links Promoted Links Promoted Links You May Like Trade Bitcoin & Ethereum – No Wallet Needed! IC Markets Start Now Undo Here are a few additional points: 1. The specific tariff percentage Trump proposes on iPhones isn't the main concern. The bigger issue is that this is Trump's second recent pointed comment targeting Apple—a warning sign Apple can't ignore. 2. Apple's top priority in negotiations with Trump should be finding ways to avoid, delay, or prevent higher iPhone tariffs. For example, Apple could adjust its DEI policies to secure Trump's temporary commitment to hold off on targeting them. The analyst further contends that moving all iPhone assembly for US models back to the US before the end of Trump's potential term is an unrealistic prospect. 'Moving all iPhone assembly for US models back to the US before Trump's term ends is unrealistic, and Trump also opposes Apple producing iPhone US models in India. So, even if Apple secures a temporary deal with Trump to avoid iPhone tariffs this time, there's no guarantee they won't face repeated tariff threats during his term,' he added. What Trump said about Apple manufacturing in India Trump said in a post on his social media platform that if Apple does not make iPhones in India, it has to pay a 25% tariff. 'I have long ago informed Tim Cook of Apple that I expect their iPhone's that will be sold in the United States of America will be manufactured and built in the United States, not India, or anyplace else. If that is not the case, a Tariff of at least 25% must be paid by Apple to the US,' Trump posted on his social media platform. During a business event in Qatar, Trump warned Apple CEO Tim Cook, saying 'I had a little problem with Tim Cook yesterday. I said to him... I don't want you building in India," Trump revealed. The President claimed Cook agreed that Apple would be "upping their production in the United States." AI Masterclass for Students. Upskill Young Ones Today!– Join Now
Hindustan Times
23-05-2025
- Business
- Hindustan Times
OpenAI and Jony Ive's AI device to enter mass production in 2027: Kuo
OpenAI's much-anticipated leap into hardware, in collaboration with iconic designer Jony Ive, is taking shape, and now we have a timeline. According to renowned TF International Securities analyst Ming-Chi Kuo, the new screenless AI device is set to enter mass production in 2027, with initial products expected to roll out in 2026. Kuo revealed on X (formerly Twitter) that the prototype device is 'slightly larger than Humane's AI Pin' but retains a compact form factor reminiscent of the iPod Shuffle. Designed to be worn around the neck, the device features cameras and microphones to sense its environment and relay information contextually, a hallmark of the emerging category of ambient, screenless AI devices. Mobile Finder: Samsung Galaxy S25 Edge launched in India Unlike smartphones or traditional wearables, this new device will not have a display. Instead, it will rely on connectivity to smartphones and PCs to process data and deliver output. It aims to function as an ever-present AI assistant, seamlessly interacting with the real world while offloading computing tasks to companion devices. Kuo's post comes on the heels of Bloomberg's report that OpenAI has acquired 'io,' a subsidiary of Jony Ive's design firm LoveFrom, in a deal reportedly valued at around $6.5 billion. This acquisition not only underscores OpenAI's ambition to move into hardware but also signifies a broader shift in the industry, from purely software-based AI to what is increasingly referred to as "physical AI." According to Kuo, OpenAI plans to manufacture the device outside China, with Vietnam a likely choice. This move aligns with growing tech sector trends to diversify supply chains amid geopolitical uncertainties, something Apple has also pursued in recent years. If successful, the device could kickstart a new wave of AI hardware, personal, invisible, and intuitive, challenging the smartphone's dominance and redefining how we interact with technology.
