Apple’s use of mini-LED panels in its forthcoming MacBook lineups will catalyze supplier investment and push the entire industry toward adoption of the display technology, according to analyst Ming-Chi Kuo.
Like the 12.9-inch iPad Pro, Apple’s upcoming redesigned 14-inch and 16-inch MacBook Pros are expected to feature mini-LED displays. In his latest investor note, seen by MacRumors, Kuo says this will stoke strategic supplier investment in the technology, which will allow Apple to diversify supply risk and bring down production costs.
We believe that MacBooks, not iPads, mainly drive Mini LED panel shipments. MacBook shipments have not grown much in the past few years. However, we expect MacBook shipments to grow significantly by 20% YoY, or more in 2021 and 2022, due to the adoption of Mini LED panels, Apple Silicon, and all-new designs.
The redesigned 14 and 16-inch MacBook Pro models due this year are expected to feature next-generation Apple silicon chips, the removal of the Touch Bar, the return of the MagSafe magnetic power cable, and an overall new design with an HDMI port and SD card slot.
Read more at MacRumors.com