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Apple Supplier Luxshare enters Apple mini-LED supply chain to Boost new MacBook Pro in 2021, MacBook Air in 2022 and more

1F -  cover mini-LED report

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Tianfeng International Securities analyst Ming-Chi Kuo’s latest report today states that Luxshare will be the biggest winner among the four new Apple mini LED suppliers with 45-50% of the orders. Supplier SMT will receive 15-25%.

 

The existing suppliers of main components of mini LED include Fucai (LED), Pengding/Zhending (PCB), Taiwan Watch Division (Surface-Mount Technology - SMT), LGD (display) and Sharp (display).  

 

Kuo believes that the average selling price of mini LED SMT is expected to be significantly reduced due to Luxshare’s entry, and it is predicted that the cost of mini LED SMT can be reduced by more than 30-50% within one to two years, which is beneficial to Apple’s promotion of mini LED devices.

 

Apple’s new Mini LED Suppliers will start mass production from the second half of this year to next year.

 

Other points made in Kuo's latest TF International Securities report Include the following: Tianfeng Securities

 

  1. "We reiterate our previous forecast that the new 14" and 16" newly designed MacBook Pro models will enter mass production in 3Q21 and adopt mini LED displays."

 

  1. "We predict that new products equipped with mini-LED displays in 2022 will include the 11" and 12.9" iPad Pro models, as well as the all-new design MacBook Air."

 

10.2  Supply Chain News & Rumors

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