Kuo: Mini-LED Displays to Debut in Apple's Next iPad Pro

Following his report earlier this week indicating that Apple will be accelerating adoption of mini-LED displays in its iPad and Mac notebook lineups thanks to better than expected development from potential secondary supplier Sanan Optoelectronics, analyst Ming-Chi has released a new report today sharing a bit more perspective on the mini-LED display market as it relates to Apple.

Kuo says that Epistar remains Apple's initial partner for mini-LED chips, but that Sanan and others should be able to quickly join Apple's supply chain as existing patents are not expected to serve as significant barriers to entry. As a result, mini-LED efforts by Apple and its suppliers have effectively moved from the "technology development" stage to the "economies of scale/cost" stage.

While Sanan has seen rapid development of its mini-LED capabilities that could allow it ship large quantities of the chips to Apple in the first half of 2021, Kuo says that Epistar has experienced some yield issues that have led Kuo to reduce his fourth-quarter 2020 display shipment estimates by 50% to between 300,000 and 400,000.

Kuo has said that Apple has at least six iPad and Mac products with mini-LED displays in its pipeline for launch by the end of 2021, but he indicates that the initial batch of displays coming through the end of 2020 will be for an iPad Pro.

Apple's mini LED dies will be mass-produced in 4Q20, but due to yield issues related to the production process of display module materials, the 4Q20 display shipments have been revised down by 50% to 300,000-400,000. We believe that the mini LED display in 4Q20 will be used for the new ‌iPad Pro‌.

Kuo has long predicted that a high-end 12.9-inch ‌iPad Pro‌ would likely be Apple's first mini-LED product.

As indicated in his earlier report, Kuo sees fierce price competition among Apple's mini-LED suppliers in 2021, predicting that Apple's costs for the mini-LED dies will drop by 50% in 2021 and a further 35% in 2022.

Mini-LED displays, which use on the order of 1,000 to 10,000 individual LEDs, can offer deeper, darker blacks, brighter brights, richer colors, and better contrast compared to traditional LED-based displays, though the technology comes at a significant increase in cost for the time being.

Related Roundup: iPad Pro

Tags: Ming-Chi Kuo, Mini-LED

Buyer's Guide: 12.9" iPad Pro (Neutral)

This article, "Kuo: Mini-LED Displays to Debut in Apple's Next iPad Pro" first appeared on MacRumors.com

Discuss this article in our forums

Source: MacRumors: Mac News and Rumors - All Stories

The hidden cost of food delivery

Noah Lichtenstein Contributor Share on Twitter Noah Lichtenstein is the founder and managing partner of Crossover , a diversified private technology fund backed by institutional investors, technology execs and professional athletes and entertainers. More posts by this contributor What Studying Students Teaches Us About Great Apps I’ll admit it: When it comes to food, I’m lazy. There are dozens of great dining options within a few blocks of my home, yet I still end up ordering food through delivery apps four or five times per week. With the growing coronavirus pandemic closing restaurants and consumers self-isolating, it is likely we will see a spike in food delivery much like the 20% jump China reported during the peak of its crisis. With the food delivery sector rocketing toward a projected $365 billion by the end of the decade, I’m clearly not the only one turning to delivery apps even before the pandemic hit. Thanks to technology (and VC funding) we can get a ri

Cyber Monday Canada: Last-minute deals for everyone on your list

Best Cyber Monday Canada deals: Smart Home Audio Phones, Tablets & Accessories Wearables Laptops & PC Components Amazon products Gaming Televisions Cameras Lifestyle & Kitchen Toys & Kids Cyber Monday Canada is here, and retailers are rolling out the red carpet for customers who want to shop for everything from tech to kitchenware to games and everything in between. Unlike years past, Cyber Monday Canada deals look a bit different than normal. Instead of retailers trying to pack their stores with as many shoppers as possible, we're seeing tons of online deals that you can take advantage of from the comfort of your home. We've rounded up our favorites below, so feel free to browse through the best of what Canada Cyber Monday has to offer! This list is being updated with new Cyber Monday deals all the time, so check back often. Spotlight deals It's a Switch Nintendo Switch Fortnite Edition bundle $399.95 at Amazon It's a Switch.

iPhone 13 Pro vs. iPhone 15 Pro Buyer's Guide: 50+ Differences Compared

The iPhone 15 Pro brings over 50 new features and improvements to Apple's high-end smartphones compared to the iPhone 13 Pro, which was released two years prior. This buyer's guide breaks down every major difference you should be aware of between the two generations and helps you to decide whether it's worth upgrading. The ‌iPhone 13‌ Pro debuted in 2021, introducing a brighter display with ProMotion technology for refresh rates up to 120Hz, the A15 Bionic chip, a telephoto camera with 3x optical zoom, Macro photography and photographic styles, Cinematic mode for recording videos with shallow depth of field, ProRes video recording, a 1TB storage option, and five hours of additional battery life. The ‌iPhone 13‌ Pro was discontinued upon the announcement of the iPhone 14 Pro in 2022, but it is still possible to get hold of it second-hand. Our guide helps to answer the question of how to decide which of these two iPhone models is best for you and serves as a way to c

Slack’s new integration deal with AWS could also be about tweaking Microsoft

Slack and Amazon announced a big integration late yesterday afternoon. As part of the deal, Slack will use Amazon Chime for its call feature, while reiterating its commitment to use AWS as its preferred cloud provider to run its infrastructure. At the same time, AWS has agreed to use Slack for internal communications. Make no mistake, this is a big deal as the SaaS communications tool increases its ties with AWS, but this agreement could also be about slighting Microsoft and its rival Teams product by making a deal with a cloud rival. In the past Slack CEO Stewart Butterfield has had choice words for Microsoft saying the Redmond technology giant sees his company as an “existential threat.” Whether that’s true or not — Teams is but one piece of a huge technology company — it’s impossible not to look at the deal in this context. Aligning more deeply with AWS sends a message to Microsoft, whose Azure infrastructure services compete with AWS. Butterfield didn’t say that of course

Tech Talk

Search This Blog