Reputable analyst Ming-Chi Kuo is out with his latest research note that due to the impact of the coronavirus pandemic, Apple’s first Mini LED products may span to a later launch date than expected.
Kuo said on Thursday that up-to-date supply chain data shows that Apple’s manufacturing partners are preparing for the mass production of LED chips in the third quarter of 2020, followed by the panel and Terminal assembly, the latter manufacturing stage may creep in the first quarter of 2021.
Apple was expected to launch six new products outfitted with Mini LED display technology by the end of 2020, including a 12.9-inch iPad Pro, 10.2-inch iPad, 7.9-inch iPad mini, 27-inch iMac Pro, 16-inch MacBook Pro, and 14.1-inch MacBook Pro, each of which will feature a Mini LED display.
The report particularly discusses the 14.1-inch MacBook Pro as it is the first indication that Apple is aiming to launch new sizes for users with small-screen MacBook Pro models. The MacBook Pro will be sold with the updated 16-inch MacBook Pro.
Kuo previously said that the development of Mini LED will be "not affected by COVID-19", but now it seems that this prediction seems too optimistic.
"We believe that investors do not need to worry too much about the extension of the mini LED schedule, because mini LED is a key technology that Apple will promote in the next 5 years, so even if the short-term schedule is affected by the new coronary pneumonia, it will not damage the long-term positive trend," Kuo said in a note to investors.
The analyst predicts that Apple’s Mini LED product shipments will attain rapid year-on-year growth of 300% and 225% in 2021 and 2022, respectively, indicating that more product designs are in the pipeline.
Kuo said on Thursday that up-to-date supply chain data shows that Apple’s manufacturing partners are preparing for the mass production of LED chips in the third quarter of 2020, followed by the panel and Terminal assembly, the latter manufacturing stage may creep in the first quarter of 2021.
Apple was expected to launch six new products outfitted with Mini LED display technology by the end of 2020, including a 12.9-inch iPad Pro, 10.2-inch iPad, 7.9-inch iPad mini, 27-inch iMac Pro, 16-inch MacBook Pro, and 14.1-inch MacBook Pro, each of which will feature a Mini LED display.
The report particularly discusses the 14.1-inch MacBook Pro as it is the first indication that Apple is aiming to launch new sizes for users with small-screen MacBook Pro models. The MacBook Pro will be sold with the updated 16-inch MacBook Pro.
Kuo previously said that the development of Mini LED will be "not affected by COVID-19", but now it seems that this prediction seems too optimistic.
"We believe that investors do not need to worry too much about the extension of the mini LED schedule, because mini LED is a key technology that Apple will promote in the next 5 years, so even if the short-term schedule is affected by the new coronary pneumonia, it will not damage the long-term positive trend," Kuo said in a note to investors.
The analyst predicts that Apple’s Mini LED product shipments will attain rapid year-on-year growth of 300% and 225% in 2021 and 2022, respectively, indicating that more product designs are in the pipeline.
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