Increased competition between Apple suppliers for mini-LED chipsets will accelerate the company’s adoption of advanced technology in its iPad and MacBook ambulances, according to a new research note from analyst Ming-Chi Kuo, seen by MacRumors.
Kuo says that while Epistar was slated to be the exclusive supplier of mini-LED chips for Apple products in 2021, Sanan Optoelectronics has had better-than-expected technology developments and will also begin shipping Apple in 2021. , and not earlier than the forecast 2022.
Increased supply capacity and competition between suppliers will reduce Apple’s cost of mini-LED displays from $ 75 to $ 85 to about $ 45. As a result, Kuo expects mini-LED technology to appear in about 30 –40% of PiPad shipments and 20–30% of MacBook shipments in 2021, compared to previous estimates of a 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 to reduce delivery risks and costs. Among the second suppliers, Sanan Optoelectronics’ development schedule and price are better than its competitors (including Osram and Seoul Semiconductor). We anticipate that Sanan Optoelectronics will have 20-30% and 45-55% of Apple’s mini LED market share in 2021 and 2022, respectively (compared to our previous estimates of 0% and 10-20%), plus non- Apple. Demand for mini LEDs in China has grown, so we believe that Sanan Optoelectronics will benefit significantly from the mini LED business over the next 3-5 years.
It has been rumored for some time that Apple is trying to introduce mini-LED display technology in its iPad Pro and Mac laptops, and Kuo said about six months ago that Apple has six mini-LED products in its process planned to be released by the end of 2021. Products include a 12.9-inch PiPad Pro, a 27-inch iMac Pro, a 14.1-inch MacBook Pro, a 16-inch MacBook Pro, a 10.2-inch PiPad and a 7.9-inch PiPad. mini.
As mentioned in our guide to mini-LED technology, displays use in the range of 1,000 to 10,000 individual LEDs, which offer a number of improvements over traditional LED backlighting, approaching the performance of OLED displays without some of the disadvantages of this technology.
Mini-LED displays can offer deeper, darker blacks, brighter brightness, richer colors, and better contrast than traditional LED-based displays, although the technology has so far increased costs significantly.