A few days ago, Tianfeng International analyst Guo Mingchi released the latest research and judgment. He pointed out in the forecast report that Luxshare Precision will become the biggest winner among new mini LED suppliers, and he also exposed the release rhythm of Apple’s new mini LED screens.
Guo Mingchi stated in the report that Luxshare Precision will become a new supplier of mini LED SMT. If Luxshare Precision is successfully mass-produced in 4Q21, it is predicted that Luxshare Precision’s SMT supply proportions in the fourth quarter of 2021 and 2022 will be 15-25, respectively. % And 45-50%.
At the same time, the average selling price of Mini LED SMT is expected to be significantly reduced due to Luxshare Precision’s entry. He predicted that the cost of mini LED SMT is expected to be reduced by more than 30-50% within 1-2 years due to Apple’s promotion of mini LED equipment.
Guo Mingchi once again reiterated his previous prediction that the newly designed MacBook Pro will be mass-produced in the third quarter of 2021, and will use mini LED screens with two sizes of 14 inches and 16 inches.
According to previous news, the new MacBook Pro will usher in a new appearance, cancel the previous curve design, adopt a flat right-angle solution similar to the iPhone 12 series, and will also be equipped with a new MagSafe magnetic interface to support faster charging speeds. It is also expected The M1x chip developed by Apple is expected to be released first.
In addition, in 2022, new Apple products using mini LED screens will also include 11-inch, 12.9-inch iPad Pro and newly designed MacBook Air.
It is understood that compared to ordinary LCD screens, Mini LED screens have more sophisticated light control technology and can bring better quality, including darker blacks, brighter brightness, richer colors and higher contrast, which help Professionals’ demand for color display.