Apple is generally reported to be adopting mini-LED display backlighting technology for some products next year, and a new report today by DigiTimes has named many Apple’s partners in the supply chain that may benefit from the switch.
Going by the report, Apple is set to release its maiden mini-LED iPad Pro in the first quarter of 2021 and mass-produce mini-LED MacBook Pro models in the second quarter, and a number of Taiwan manufacturers are creating a pre-emptive presence in the Mini-LED segment in anticipation.
Apple’s suppliers in Taiwan, including LED chip vendor Epistar, testing and sorting specialist FitTech, SMT service provider Taiwan Surface Mounting Technology, backlight board supplier Zhen Ding Technology, cooling solution provider Auras Technology and process equipment maker All Ring Technology, are all prepared to grow from the future shipments for Apple’s miniLED-backlit devices, according to sources.
The sources confirmed that Foxconn Technology and Compal Electronics will share the assembly orders for miniLED iPad Pro devices, and MacBook Pro products embracing M1 chipsets will primarily be produced by Quanta Computer and partially by Foxconn.
The report also notes that among Apple’s supply chain partners, TSMC will still majorly gain from these devices, as the workshop has possibly landed all the 5nm chip manufacturing orders for both Mini-LED iPad Pro and MacBook Pro models. Supported by strong iPhone sales, 2021 expected to be impressive for TSMC, with first-quarter revenues possibly to hit a new high, according to DigiTimes‘ sources.
According to Apple analyst Ming-Chi Kuo, production will commence on mini-LED displays for the iPad Pro in the fourth quarter of 2020, with a release anticipated in the first half of 2021. It is also believed that Apple is also working on new 16.1 and 14.1-inch MacBook Pro models with mini-LED displays, which are expected to be launched during the first half of 2021.
Mini-LED displays provide amazing wide colour gamut performance, high contrast and HDR, and local dimming, and Kuo says adoption of the tech will remarkably enhance productivity and the entertainment experience. All future MacBook Pro models are expected to apply Apple Silicon chips now that the first Apple Silicon Macs with M1 chip are available.