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In a new investor note seen by 9to5Mac, reliable Apple analyst Ming-Chi Kuo details the trending investment strategy for the Cupertino company which adopts miniLED technology in its products.
Kuo has divided Apple’s strategy with miniLED technology from 2019 to 2026 into five parts.
According to the analyst, Apple is now focusing on diversifying supply risks and reducing the cost of miniLED technology, as the company “actively seeks second suppliers of key Mini LED components.”
Kuo says MacBooks, not iPads, will primarily lead to miniLED panel shipments, as he expects MacBook shipments to grow 20% year-on-year or more in 2021 and 2022:
We believe MacBooks, not iPads, primarily drive Mini LED panel shipments. MacBook shipments haven’t grown much in recent years. However, we expect MacBook shipments to grow significantly by 20% year-on-year, or more in 2021 and 2022, due to the adoption of Mini LED panels, Apple Silicon, and all-new designs.
For now, the only Apple product that relies on miniLED technology is the 12.9-inch iPad Pro. Kuo has previously stated that the next generation of iPad Pro will include both models with a miniLED display.
As for the new MacBooks that are expected to be unveiled in the coming months, Apple is expected to introduce the miniLED display to its line of laptops.
As you can see above, Kuo reiterates that new MacBooks are expected to feature a miniLED panel, another Apple Silicon, likely the M1X for the MacBook Pro and M2 for the MacBook Air in 2022, along with some brand new designs.
Rumors suggest Apple will ditch the Touch Bar in the upcoming MacBook Pro entry, add a new MagSafe connector, and bring back some ports, like HDMI and SD card slots.
The MacBook Air 2022 would be inspired by the 24-inch iMac with new colors and a new Apple Silicon.
Next stop: microLED
From 2023-2024, Apple analyst Ming-Chi Kuo predicts that “the cost of producing Micro LEDs will improve considerably” and “it will probably be a market target from 2023”.
“We believe Apple is developing Micro LED technology, but the production schedule is not yet confirmed. We also believe that if the Mini LED is successful, it will help more companies to invest in Micro LED design and R&D, and help achieve the mass production of Micro LED.“
After users reported a bloom with the 12.9-inch iPad Pro display and rumors that Apple would adopt an OLED display on other iPads, the company’s goal is likely to use a microLED panel. for iPad Pro and MacBooks.
Although the name is similar, microLED technology has a major difference from miniLED panels because it does not use a backlight to illuminate the screen.
microLED is much closer to an OLED TV as it controls its individual pixels for better contrast. This technology is capable of giving total darkness while being able to produce up to 5,000 nits of brightness.
If microLED production costs improve over the next few years, we already have a time window for when Apple will introduce a new design for its iPad Pro line as well as MacBooks.
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