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Kuo: Apple to Accelerate Adoption of Mini-LED Displays in iPad and Mac Notebook Lineups

Added 09-21-20 01:12:02am EST - “Increased competition among Apple's suppliers for mini-LED display chips will accelerate the company's adoption of the advanced technology in...” - Macrumors.com

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Posted By TheNewsCommenter: From Macrumors.com: “Kuo: Apple to Accelerate Adoption of Mini-LED Displays in iPad and Mac Notebook Lineups”. Below is an excerpt from the article.

Increased competition among Apple's suppliers for mini-LED display chips will accelerate the company's adoption of the advanced technology in its iPad and MacBook lineups, according to a new research note from analyst Ming-Chi Kuo seen by MacRumors.

Kuo says that while Epistar had been predicted to be the exclusive supplier of mini-LED chips for Apple products in 2021, Sanan Optoelectronics has experienced better than expected development on the technology and will also begin supplying Apple in 2021 rather than the previously estimated timeframe of 2022.

The increased supply capacity and competition among suppliers will reportedly drive Apple's cost for mini-LED display dies from $75–$85 down to around $45. As a result, Kuo expects that mini-LED technology will appear in roughly 30–40% of ‌iPad‌ shipments and 20–30% of MacBook shipments in 2021, up from previous estimates of 10–20% shipment share for both product lines.

Although Epistar has met Apple's mass production requirements, we believe that Apple continues to look for new suppliers in order to reduce supply risks and costs. Among the second supplier candidates, Sanan Optoelectronics' development schedule and cost are superior to competitors (including Osram and Seoul Semiconductor). We predict that Sanan Optoelectronics will have 20–30% and 45–55% of Apple’s mini LED market share in 2021 and 2022, respectively (vs. our previous estimates of 0% and 10–20%), plus non-Apple. The demand for mini LEDs in China has grown, so we believe that Sanan Optoelectronics will significantly benefit from the mini LED business in the next 3-5 years.

Apple has been rumored for some time to be looking to introduce mini-LED display technology to its iPad Pro and Mac notebook lineups, and Kuo said roughly six months ago that Apple has six mini-LED products in its pipeline planned to launch though the end of 2021. The 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 7.9-inch ‌‌iPad‌‌ mini.

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