After a report earlier this week indicated that Apple will accelerate the adoption of mini-LED displays in its iPad and Mac notebook product lines, due to the better-than-expected development of potential secondary supplier Sanan Optoelectronics, analyst Ming-Chi A new report was released today and has more views on the Apple-related mini-LED display market.
Kuo said Epistar is still the original partner of Apple’s micro-LED chips, but Sanan and other companies should be able to quickly join Apple’s supply chain, because existing patents are not expected to be a major barrier to entering the market. As a result, the efforts made by Apple and its suppliers in mini-LED have actually shifted from the “technology development” stage to the “scale/cost economy” stage.
Although Sanan’s mini-LED function has developed rapidly, which may allow it to ship a large number of chips to Apple in the first half of 2021, Kuo said that Epistar has encountered some yield problems, which caused Kuo to reduce its fourth-quarter revenue to 2020. The shipment of monitors is estimated to reach between 500,000 to 300,000 to 400,000.
Guo Ming has said that Apple has at least six iPad and Mac products equipped with mini-LED displays planned to be launched by the end of 2021, but he said that the first batch of displays by the end of 2020 will be used for iPad Pro. .
Apple’s mini LED die will be mass-produced in the fourth quarter of 2020, but due to production issues related to the production process of display module materials, shipments of 20-inch displays in the 20th quarter have been reduced by 50% to 300,000-400,000. We believe that the 20Q mini LED display will be used in the new “iPad Pro”.
Kuo has long predicted that the high-end 12.9-inch “iPad Pro” may be Apple’s first mini-LED product.
As he pointed out in an earlier report, Mr. Guo believes that Apple’s micro LED suppliers will have fierce price competition in 2021, and predicts that Apple’s micro LED die costs will drop by 50% in 2021, by 2022. A further decrease of 35% in the year.
Compared with traditional LED-based displays, Mini-LED displays that use 1,000 to 10,000 individual LEDs can provide deeper and deeper blacks, brighter brightness, richer colors, and more than traditional LED-based displays. Better contrast. Temporary cost.