The first Apple device to feature a Mini-LED display will be a new iPad Pro, Apple analyst Ming-Chi Kuo has predicted in a new research note seen by MacRumors and AppleInsider. Kuo reports that Mini-LED display components will be mass-produced in the fourth quarter of this year, though it’s unclear when the new iPad Pro could actually release. Last year, Kuo predicted a third-quarter 2020 launch for the new iPad Pro with improved display technology. Apple last updated its iPad Pro lineup back in March.
Apple has long been rumored to be developing six devices with the new display technology, which offers similar benefits to OLED — like localized dimming for deeper blacks and higher contrast — without the downside of burn-in. It does this by using an array of thousands of tiny LEDs as a backlight, which can be turned on and off individually to offer a sharper
Increased competition among Apple’s suppliers for mini-LED display chips will accelerate the company’s adoption of the advanced technology in its iPad and MacBook lineups, according to a new research note from analyst Ming-Chi Kuo seen by MacRumors.
Kuo says that while Epistar had been predicted to be the exclusive supplier of mini-LED chips for Apple products in 2021, Sanan Optoelectronics has experienced better than expected development on the technology and will also begin supplying Apple in 2021 rather than the previously estimated timeframe of 2022.
The increased supply capacity and competition among suppliers will reportedly drive Apple’s cost for mini-LED display dies from $75–$85 down to around $45. As a result, Kuo expects that mini-LED technology will appear in roughly 30–40% of iPad shipments and 20–30% of MacBook shipments in 2021, up from previous estimates of 10–20% shipment share for both product lines.