Ming-Chi Kuo

Mentioned in 4 analyzed podcast episodes across 4 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

AppleInsider Podcast Cult of Mac Waveform: The MKBHD Podcast The Talk Show With John Gruber

Episode Appearances

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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