This morning, Ming-Chi Kuo released a report stating that Mini LED panels will enter mass production from the second half of 2021 to 2022. In the report, he reiterated his previous prediction that the new 14-inch and 16-inch MacBook Pro featuring Mini LED displays will begin production in the third quarter of 2021. Additionally, the report predicts that new products with Mini LED displays in 2022 will include the 11-inch and 12.9-inch iPad Pro, as well as a newly designed MacBook Air.
The report pointed out that if Luxshare Precision can successfully achieve mass production in the fourth quarter of 2021, its share of SMT supply is expected to reach 15%-25% in the fourth quarter of 2021 and 45%-50% in 2022. If Luxshare Precision achieves mass production in 2022, its supply share in 2022 will reach 40%-45%.
According to the report, the supply bottleneck for the Mini LED iPad Pro is the Mini LED SMT production process. It is believed that when Lucent Precision becomes a new supplier, it will significantly reduce the cost of mini LED, improve the supply of mini LED displays, and help Apple promote Mini LED devices.