In its latest investor note, Apple analyst Ming-Chi Kuo claims that Apple will accelerate its use of mini-LED technology thanks to increased competition among suppliers for mini-LED chips.
It was previously thought that Epistar would be an exclusive supplier of mini-LED chips to Apple in 2021
Although Epistar has met Apple’s requirements for mass production, we believe that Apple continues to look for new suppliers to reduce supply risk and costs. Among the other supplier candidates, Sanan Optoelectronics’ development plan and costs are better than the competition (including Osram and Seoul Semiconductor). We predict that Sanan Optoelectronics will have 20–30% and 45–55% of Apple’s mini LED market share in 2021 and 2022, respectively (against our previous estimates of 0% and 10–20%), plus not 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.
Apple has long been rumored to be working on mini-LED panels for its upcoming iPad Pro and MacBook lineups. Despite several delays, Apple is expected to launch the first mini-LED displays based on iPad Pro and MacBooks in 2021. Compared to regular LCD panels, mini-LEDs will offer higher brightness levels, better and richer colors, contrast, deeper black with more.[Via MacRumors]