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Duelling mini LED suppliers could cut cost on display tech for Apple

Added 09-21-20 07:11:02am EST - “Apple may not limit the sourcing of mini LED chips for a rumored future iPad model to just one supplier, analyst Ming-Chi Kuo suggests, with work from a second supplier on the technology potentially leading to cost savings for Apple.” - Appleinsider.com

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Posted By TheNewsCommenter: From Appleinsider.com: “Duelling mini LED suppliers could cut cost on display tech for Apple | Appleinsider”. Below is an excerpt from the article.

Apple may not limit the sourcing of mini LED chips for a rumored future iPad model to just one supplier, analyst Ming-Chi Kuo suggests, with work from a second supplier on the technology potentially leading to cost savings for Apple.

Mini LED is a display technology that could help TFT screens have a better backlight than existing displays, bringing it closer to OLED in terms of contrast. While Apple has been rumored to bring the technology to market in some form of iPad, it seems Apple may already have a way to boost production.

According to TF Securities analyst Ming-Chi Kuo in a research note seen by MacRumors, supplier Epistar was previously predicted to be the only supplier of mini LED chips to Apple in 2021. However, progress made on mini LED at Sanan Optoelectronics has been rapid enough to potentially change Apple's schedule for inclusion.

Previously, Sanan was thought to be included in the mini LED supply chain in 2022, but developments now puts Kuo's estimate to a 2021 entry instead.

For Apple, having two suppliers for mini LED will be extremely useful, as it will help drive competition and lower the cost of components. It is suggested the die cost of a mini LED display would drop down from around $80 per unit to in the region of $45 per unit.

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