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Apple Inc. (AAPL) is reportedly working on the redesign of the MacBook Pro and MacBook Air, with key features like mini-LED displays and the use of the M1 semiconductor chip developed and produced in-house by Apple. According to a research note from TF International Securities’ Apple analyst Ming-Chi Kuo, two new MacBook Pro models are in the works for debut in 2021, also offering a new form factor (i.e. a new look and feel. size) compared to current models. . Also, according to the same report, a “more affordable” version of the MacBook Air is moving toward launch in 2022.
TF International Securities is an asset management company founded in 2016 and based in Hong Kong.To develop his research notes on Apple, Ming-Chi Kuo relies on “the intelligence of his contacts in Apple’s Asian supply chain” and “although he is not always right, his predictions about future Apple products are accurate enough to make it one of the most trusted sources for Apple rumors. “
- Apple is reportedly redesigning its MacBook Pro and MacBook Air.
- Mini-LED displays are reportedly a key feature, offering better contrast and image quality.
- Also, the form factors (appearance and size) of these Macs may be changing.
- Versions of the new models are projected for 2021 and 2022.
- As a result, annual Mac sales can double in three years.
Importance for investors
In his optimistic scenario, Kuo projects that MacBook shipments can double in three years to 35 million units per year. Meanwhile, Kuo believes that Apple will make up for the higher cost of mini-LED displays by using its own M1 chips, which are significantly cheaper than the Intel Corporation (INTC) processors that have previously been at the heart of MacBooks.
While Kuo did not indicate that new MacBook models would include touchscreens, this remains a possibility, perhaps more in the future. Specifically, the M1 chip already powers the iPhone and iPad, and MacBooks with M1 technology are compatible with applications that run on these other Apple devices.
Macs have sold well during the COVID-19 pandemic, with revenue increasing 28% year-over-year in Apple’s fourth quarter of fiscal 2020, which ended September 26, 2020. A significant change in factor Form (i.e. design) alone can help drive sales further.Apple typically changes its form factor every four to four and a half years, with the last change being made to MacBooks that shipped in late 2016.
Additionally, the new mini-LED displays are supposed to offer improved image quality over existing LCD and OLED displays, which could be a huge selling point for users editing photos and videos on MacBooks.
What Mini-LEDs offer
As the name implies, a mini-LED is a very small LED component. Currently, laptops with LEDs for backlighting typically use a small number behind a larger area. The switch to mini-LEDs means that more will be installed in the backlight layer, creating a more uniform backlight and therefore deeper blacks and higher contrast.
