Ming-Chi Kuo

Mentioned in 9 analyzed podcast episodes across 9 shows

Apple supply chain analyst known for predictions on upcoming product innovations and launches. Frequently cited across tech podcasts for insights on near-term Apple hardware, including foldable iPhone plans, gesture-recognition AirPods features, and other 2026 product roadmap details. Serves as a key source for speculation and reporting on Apple's future product strategy.

Appears On

MacBreak Weekly (Audio)All TWiT.tv Shows (Audio)Daily Tech News Show Tech Brew Ride Home Stock Movers AppleInsider Podcast Cult of Mac Waveform: The MKBHD Podcast The Talk Show With John Gruber

Episode Appearances

MacBreak Weekly (Audio) · May 6, 2026

MBW 1023: Don't Be Contemptible - Apple Sets a New Record for Its Second Quarter Results

“Reported OpenAI smartphone fast-tracked to H1 2027; supply chain expert on Apple manufacturing”

Apple Q2 2026 Financial Results and GuidanceiPhone 17 Launch Success and China Market RecoveryServices Revenue Growth and ARPU Expansion

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All TWiT.tv Shows (Audio) · May 6, 2026

MacBreak Weekly 1023: Don't Be Contemptible

“Reported OpenAI fast-tracking AI agent smartphone to first half 2027 production”

Apple Q2 2026 Earnings Results and GuidanceiPhone 17 Launch Success and China Market RecoveryMac mini/Studio Supply Chain Constraints and TSMC Capacity

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Daily Tech News Show · May 5, 2026

Bose Lifestyle Takes a Shot At Sonos - DTNS 5262

“Reported OpenAI smartphone development with MediaTek Dimensity 9600 chip and H1 2026 production timeline”

Smart Speaker Market CompetitionApple Silicon Supply Chain DiversificationAI Safety Regulation and Government Oversight

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Tech Brew Ride Home · May 5, 2026

Will AI Models Have To Be Reviews By The Government?

“Reported details on OpenAI phone specifications and production timeline targeting early 2027 mass production”

AI Government Oversight and RegulationSemiconductor Supply Chain DiversificationAI Model Safety and Security Vetting

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Stock Movers · Apr 27, 2026

Verizon Earnings Preview; Domino’s Pizza Slides; Qualcomm Gains

“TF International analyst cited for reporting on OpenAI collaboration with Qualcomm and MediaTek on AI phone”

Pharmaceutical M&A and rare disease treatment acquisitionAI-focused mobile phone developmentConsumer spending weakness and macro environment pressure

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AppleInsider Podcast · Apr 10, 2026

iPhone Fold, MacBook Neo, and iPhones in Space, on the AppleInsider Podcast

“Supply chain analyst previously forecasted 6-10 million iPhone Fold units, later revised down to 2-3 million units”

iPhone Fold Manufacturing Delays and Supply Chain IssuesFoldable Smartphone Market Penetration and ViabilityiPhone Fold Design Flaws and User Experience Compromises

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Cult of Mac · Feb 12, 2026

The New Siri is delayed again‽

“Apple supply chain analyst predicting infrared cameras in 2026 AirPods Pro for gesture recognition”

Apple Intelligence and Siri AI Feature DelaysiOS 26.4 and 26.5 Development TimelineApp Intents and Personal Context Features

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Waveform: The MKBHD Podcast · Jan 9, 2026

CES 2026 Actually Has Some Bangers?

“Analyst; cited for iPhone folding predictions and supply chain insights regarding 2026 product launches”

AR Glasses Technology and Battery LifeSmartphone Design and Color OptionsFoldable and Rollable Display Devices

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The Talk Show With John Gruber · Nov 30, 2025

436: ‘Financial Boner’, With Tyler Hayes

“Apple analyst; reported on upcoming foldable phone plans”

Smartphone form factor evolution and size preferencesFoldable phone technology and design tradeoffsApple TV+ content library and streaming service pricing

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