According to the new investors’ note from TF Securities analyst Ming-Chi Kuo, the adoption of the new mini-LED display technology for MacBook could result in a 20% growth in the laptop’s shipments for the Cupertino tech giant.
Upcoming MacBook models will be the main driver for mini-LED panel shipments
According to the analyst, Apple is now working on diversifying its supply chain while also trying to reduce the cost of mini-LED components as the tech giant is “is actively looking for second suppliers of key mini LED components.”
Kuo says MacBooks will be the main driver for mini-LED panel shipments, not iPads. According to the report, MacBook shipments will experience a 20% year-over-year growth in 2021 and 2022.
We believe that MacBooks, not iPads, mainly drive Mini LED panel shipments. MacBook shipments have not grown much in the past few years. However, we expect MacBook shipments to grow significantly by 20% YoY, or more in 2021 and 2022, due to the adoption of Mini LED panels, Apple Silicon, and all-new designs.
Currently, Apple only used mini-LED display technology for the 12.9-inch iPad Pro. Kuo has previously said that both models of the next-generation iPad Pro lineup will feature a mini-LED display.
As per an earlier report, the Cupertino tech giant is looking to include Luxshare Precision Industry as its second mini-LED display provider by the fourth quarter of 2021. Apple has also been working with Zhen Ding Technology and Tripod Technology to meet the mini-LED demand for 14-inch and 16-inch MacBook Pro models, while Global Lighting Technologies and Osram Opto were added to its supply chain in June.
The upcoming 14-inch and 16-inch mini-LED MacBook Pro models are expected to launch later this year with the biggest redesign for Apple’s portables Macs for professionals since 2016. Apple will most likely release a new MacBook Air in 2022, which will also feature updated display technology.
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