Kuo: Apple’s MacBooks To Drive Mini-LED Supplies

Today, the reliable Apple analyst Ming-Chi Kuo has spread the word on how Apple will focus on supplying Mini-LED & microLED displays for their upcoming products.

According to an investor note obtained by 9to5Mac, Kuo states that Apple’s investment strategy focusing on new device screens like Mini-LED will speed up the adoption of the new kind of screens to all of the company’s major products.


Mini LED on the iPad Pro 12.9″ with Liquid Retina XDR Display; Image: Apple
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Kuo divides Apple’s strategy into five parts from 2019-2026, with the Cupertino-based company now focuses on reducing the price of Mini-LED technology and diversifying supply risk. Kuo also says that the company is “actively looking for second suppliers of key Mini- LED components.”

The analyst notes that MacBooks and not iPads will power the Mini-LED shipments. This is mainly due to his expectations of MacBook shipments to grow by 20% in 2021 and 2022.

“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.”

Apple is expected to unveil new MacBooks in the next few months where they could feature Mini-LED technology in addition to faster M1X/M2 Silicon, MagSafe, SD slot, and HDMI ports.

For now, only the new 12.9″ iPad Pro features a Mini-LED display. Kuo predicts Apple to feature the display technology on all iPad Pro models next year.


From 2023-2024, Kuo states that the production cost of Micro-LED will “improve significantly”, and that the technology will be a “market focus from 2023 onwards”.

We believe Apple is developing Micro-LED technology, but the production schedule is not yet confirmed. We also think that if the Mini-LED is successful, it will help more companies invest in Micro-LED design and R&D and help to realize Micro-LED mass production.”

While similar in name, the Micro-LED technology is different from Mini-LED. Mainly in the usage of a backlight to light up the display, which Micro-LED does not do.

Due to the high-end tech usage of the Mini-LED display on the iPad Pro, and the rumor that suggests Apple will adopt OLED displays on iPads in 2022, Micro-LED is the ultimate goal for Apple on its big-screen products like iPads and MacBooks.

Heedo Abu Laban
Author: Heedo Abu Laban

18 years old | News Editor and Writer at Appleosophy | former writer at Kernelnow.com | a big fan of tech + politics | Twitter: @HeedoAbuLaban

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