Apple’s Transition to Mini-LED For MacBook is Expected to Drive Market-Wide Adoption: Kuo

Apple is said to be making the transition to mini-LED in regards to its future MacBook models. It’s now being said that this transition will kickstart a market-wide adoption of the display technology.

TF International Securities Apple analyst Ming-Chi Kuo has released a new investors note, seen by MacRumors. In it, Kuo discusses that Apple’s 12.9-inch iPad Pro, which features a mini-LED display, is being used as a jump pad in a much wider plan of adoption. As previously reported, Apple is supposedly planning to release a redesigned 14-inch and 16-inch MacBook Pro model of which will feature mini-LED display technology. Kuo believes that this adoption will incentivize supplier investment and enable Apple to diversify suppliers to 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 report also states that Apple is “actively looking for second suppliers of key Mini LED components.” Other notebook makers and their respective suppliers will be urged to follow suit and take advantage of the display technology based on market reception.

On top of featuring mini-LED displays, the 14-inch and 16-inch MacBooks are said to feature the next-generation M1 chip from Apple. Additionally, the company is expected to remove the Touch Bar and bring back the user-preferred MagSafe charger. Plus, Apple is said to be utilizing a more contemporary design philosophy to include an HDMI port and SD card slot.

The transition to mini-LED display technology doesn’t stop with the redesigned MacBook either. Sometime during mid-2022, Apple is expected to release a MacBook Air with the same display. On top of reportedly featuring the same next-gen chipset, the new MacBook Air is said to have thinner bezels, Thunderbolt/USB 4 ports and implement MagSafe technology.