Kuo, formerly with KGI and now with TF International Securities, reiterates the belief that Apple will release three new iPhones. The devices will include a 5.8-inch OLED model (X update), a new 6.5-inch OLED phablet, and a 6.1-inch LCD model.
The analyst expects iPad Pro models with Face ID and without the Home button in a 12.9-inch update and a new 11-inch version.
Mac updates include chip upgrades for the MacBook and MacBook Pro, a display-performance upgrade for an iMac, and the Mac mini. Kuo also expects a new low-price notebook that might not carry the Air name.
Apple Watch gets larger displays with 1.57-inch and 1.78-inch screens. Both sizes will have enhanced heart rate detection.
Apple will enter mass production for both the AirPower wireless charging pads and updated AirPods.
Apple shares are down 1.1% to $188.35.
Previously: Apple alters Japan iPhone contracts after antitrust warning (July 11)