Kuo: Apple to Accelerate Adoption of Mini-LED Displays in iPad and Mac Laptop Lines

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Increased competition among Apple suppliers for mini-LED display chips will accelerate the company’s adoption of advanced technology in its iPad and MacBook lines, says new research note from analyst Ming -Chi Kuo seen by MacRumeurs.
Kuo says that while Epistar was slated to be the exclusive mini-LED chip supplier for Apple products in 2021, Sanan Optoelectronics has seen better-than-expected development on the technology and will also begin supplying Apple in 2021 rather than the previously scheduled timeframe. estimated from 2022.
Increased supply capacity and competition among suppliers would push Apple’s cost for mini LED displays from $ 75 to $ 85 to around $ 45. As a result, Kuo expects mini-LED technology to appear in around 30-40% of iPad shipments and 20-30% of MacBook shipments in 2021, compared to previous estimates of 10-20% share. shipments for both product lines.

Although Epistar has met Apple’s mass production requirements, we believe Apple continues to seek new suppliers in order to reduce procurement risk and costs. Among the second candidate suppliers, Sanan Optoelectronics’ development schedule and cost are higher than those of its competitors (including Osram and Seoul Semiconductor). We predict that Sanan Optoelectronics will hold 20-30% and 45-55% of Apple’s mini LED market share, respectively, in 2021 and 2022 (compared to our previous estimates of 0% and 10-20%), plus no Apple. The demand for mini LED in China has increased, so we believe that Sanan Optoelectronics will benefit significantly from the mini LED business in the next 3-5 years.

Apple has been rumored to have been looking to introduce mini-LED display technology to its iPad Pro and Mac laptop lines for some time, and Kuo said about six months ago that Apple planned to launch six mini-LED products in its pipeline. 2021. Products include a 12.9-inch ‌iPad Pro‌, a 27-inch iMac Pro, a 14.1-inch MacBook Pro, a 16-inch ‌‌MacBook Pro‌‌, a 10.2-inch ‌iPad‌ and a deiPad‌‌ mini. 7.9 inch.

As we pointed out in our guide to mini-LED technology, the displays use in the range of 1,000-10,000 individual LEDs which offer a number of improvements over traditional LED-backlit displays, approaching performance. OLED displays without some of the disadvantages of this technology.

Mini-LED displays can offer deeper, darker blacks, more vivid colors, richer colors, and better contrast compared to traditional LED displays, although the technology is driving up costs significantly at the moment.

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