Mini-LED displays could hit the iPad and Mac earlier than expected according to Ming-Chi Kuo
According to analyst Ming-Chi Kuo an increase in competition and number of mini-LED display suppliers could translate into an earlier arrival to Apple devices. An arrival that would lead the future iPad as well as the MacBook.
More competition, more offer, less cost and a faster arrival
According to his latest findings, Ming-Chi Kuo expects Apple to increase the number of mini-LED panel suppliers ahead of schedule. Initially it was expected that Epistar would be the only supplier of this class of honeycombs, panels that would begin to be used in Apple products during 2021. Now, Sanan Optoelectronics is nominated as a second supplier after experiencing much faster technology development than expected. A development that will allow you to provide panels during 2021 instead of starting in 2022 as planned.
Although Epistar has met Apple’s mass production requirements, we believe that Apple continues to seek new suppliers to reduce risks and supply costs. Among the second supplier candidates, Sanan Optoelectronics’ development program and cost are higher than its 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 (versus our previous estimates of 0% and 10-20%), besides not Apple. The demand for mini LEDs in China has grown, so we believe that Sanan Optoelectronics will benefit significantly from the mini LEDs business in the next 3-5 years.
According to Kuo, thanks to increased capacity as well as competition the cost for mini-LED panels will drop from about $ 75 to $ 85 per panel to about $ 45. A decline that will allow Apple to include this technology in more devices. According to the analyst, mini-LED screens will be in 30 or 40% of all iPads and in 20 or 30% of all MacBooks sold in 2021, a considerable increase compared to the 10 or 20% expected in both lines.
We have been waiting for a long time for the arrival of mini-LED technology to various Apple devices. According to Kuo, this arrival is expected for the 12.9-inch iPad Pro, the 27-inch iMac Pro, the 14-inch MacBook Pro, the 16-inch MacBook Pro, the 10.2-inch iPad and the 7-inch iPad mini. , 9. Six devices of which several could coincide the inclusion of this technology with the arrival of Apple Silicon processors.