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Apple plans to release two redesigned MacBook Pros in 2021 and a new MacBook Air in 2022, all with mini-LED displays and Apple Silicon chips, according to Ming-Chi Kuo, an analyst at TFI Securities.
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In a research note to investors, seen by MacRumors, Kuo explained that two new MacBook Pro models equipped with an all-new form factor design are expected to launch in 2021, and that a new “affordable” “MacBook Air” is expected in 2022, all with chips “ Apple Silicon ”and mini-LED screens. This appears to be a clarification from a previous report that simply said that the redesigned MacBooks would launch at the end of 2021.
Kuo also believes that Apple will be able to offset the increased cost of using mini-LED panels in Mac devices, as the cost of “Apple Silicon” chips is significantly lower than that of Intel processors.
The next Apple devices with mini-LED displays are also expected to register much higher shipments than expected. TFI Securities has revised its shipping forecast by 350% for 2021 and 450% in 2022. Apple is expected to ship 10 to 12 million mini-LED devices in 2021 and 25 to 28 million mini-LED devices in 2022. Epistar is expected to manufacture major gains as a result, with the company now set to become Apple’s sole mini-LED supplier.
The revised estimates are driven by lower than expected costs for mini-LED components over the next few years and faster adoption of mini-LED panels in MacBook devices.
MacBooks are expected to be the primary driver of mini-LED panel shipments, as they will allegedly gain mini-LEDs ahead of the iPad and see faster growth in shipments. Kuo previously said that at least one new iPad model will be released with a mini-LED display in the first half of 2021.
Over the next three years, Kuo’s optimistic scenario will see MacBook shipments increase significantly by 100% to up to 35 million units per year, thanks to the adoption of “Apple Silicon” and new designs. .
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