Well: Apple will speed up the adoption of mini-LED displays in iPad and Notebook notebook lineups

Increased competition among Apple’s suppliers for mini-LED display chips will accelerate the company’s adoption of state-of-the-art technology in its iPad and MBQbook lineups, according to a new research note by analyst Ming-Chi Kuo. MCummers.

Kuo says that while Epistar is predicted to be the exclusive supplier of mini-LED chips for Apple Pull products in 2021, Sanon to Ptoelectronics has experienced better than expected developments on the technology and will also start supplying Apple Pull in 2021 instead of the earlier estimated deadline . 2022.

Apple’s price for mini-LED displays will drop from $ 75– $ 85 to about ડ 45 due to increased supply capacity and competition among suppliers. As a result, Kuo expects the mini-LED technology to appear at about 30-40% of IPADP shipments in 2021 and 20–30% of MBQ shipments, compared to previous estimates of 10-20% shipment share for both product lines.

Although Epistar has met Apple Pal’s mass production needs, we believe that Apple Pal continues to search for new suppliers to reduce supply risks and costs. Among other supplier candidates, Sanon to Ptoelectronics has a better development schedule and price than competitors (including Osram and Seoul Semiconductors). We estimate that Sanon to Ptoelectronics in 2021 and 2022 (our previous estimate of 20.30% and 10-20%) will be 20–30% and 45-55% of the -Pal mini LED market, respectively, plus the non-Apple Pal. The demand for mini LEDs has increased in China, so we believe that Sanon to Ptoelectronics will benefit significantly from the mini LED business in the next 3-5 years.

The iPad Pull has been rumored for some time to introduce mini-LED display technology in its iPad Pro and Notebook notebook lineups, and Kuo said about six months ago that Apple Pull has six mini-LED products in its pipeline, while launching despite the end. There is a plan. 2021. Products include the 12.9-inch iPad Pro, a 27-inch iMac Pro, a 14.1-inch Mookbook Pro, a 16-inch MacBook Pro, a 10.2-inch iPad, and a 9.9-inch iPad Mini.

As we outlined in our guide on mini-LED technology, displays are used on orders of 1,000 to 10,000 individual LEDs that offer many improvements over traditional LED-backlight displays, some even coming close to the effect of OLED displays. Those technical flaws.

Although mini-LED displays can provide darker, darker, brighter, more rich colors and better contrast than traditional LED-based displays, they come with a significant increase in technical time costs.