Kuo: MacBook Shipment Growth to Drive Market Adoption of Mini-LED Technology

Apple's use of mini-LED panels in its forthcoming MacBook lineups will catalyze supplier investment and push the entire industry toward adoption of the display technology, according to analyst Ming-Chi Kuo.

Flat 2021 MacBook Pro Mockup Feature 1
Like the 12.9-inch iPad Pro, Apple's upcoming redesigned 14-inch and 16-inch MacBook Pros are expected to feature mini-LED displays. In his latest investor note, seen by MacRumors, Kuo says this will stoke strategic supplier investment in the technology, which will allow Apple to diversify supply risk and bring down production costs.

We believe that MacBooks, not iPads, mainly drive Mini LED panel shipments. MacBook shipments have not grown much in the past few years. However, we expect MacBook shipments to grow significantly by 20% YoY, or more in 2021 and 2022, due to the adoption of Mini LED panels, Apple Silicon, and all-new designs.

The redesigned 14 and 16-inch MacBook Pro models due this year are expected to feature next-generation Apple silicon chips, the removal of the Touch Bar, the return of the MagSafe magnetic power cable, and an overall new design with an HDMI port and SD card slot.

Kuo believes that Apple is already "actively looking for second suppliers of key Mini LED components," and if its mini-LED notebooks receive positive feedback, other notebook makers and their suppliers will inevitably be pushed towards adoption of the technology.

Apple is also developing a thinner and lighter version of the MacBook Air that will have thinner bezels than the current model. Rumors suggest it will have a 13-inch mini-LED display, which will be an upgrade over the existing ‌MacBook Air‌'s display.

In a previous investor note, Kuo said the 2022 MacBook Air models will be available in "several color options," likely similar to the colors of the 24-inch iMac.

Looking ahead to 2023, Kuo singles out Apple's work on micro-LED technology as the next major display market disruptor.

Though the names are similar, there are notable differences between micro-LED and mini-LED displays. Mini-LED is the same as LED backlighting that's used today but with many more LEDs for more dimming zones, while micro-LED is similar to OLED with self-emissive pixels that can each be independently lit.

Apple is working on micro-LED technology as well, but mini-LED will come first in iPads and Macs because micro-LED technology is so expensive right now.

We predict that the production cost of Micro LED will improve significantly starting in 2023–2024, so it will likely be a market focus from 2023 onwards. We believe Apple is developing Micro LED technology, but the production schedule is not yet confirmed.

Apple is planning to hold multiple events this fall to launch new iPhones, Apple Watch models, updated AirPods, a redesigned iPad mini, and redesigned mini-LED MacBook Pros, according to Bloomberg journalist Mark Gurman.

Related Roundup: 14 & 16" MacBook Pro
Related Forum: MacBook Pro

Top Rated Comments

bbzzz Avatar
17 months ago
"thinner and lighter version of the MacBook Air"

stop making it thinner, make it useful, put a decent battery in and some ports. Its no longer thin if you have to lug a power supply and port expanders/adaptors
Score: 20 Votes (Like | Disagree)
Serban55 Avatar
17 months ago

Also put the trackpad back the way it was. Not this over sized garbage.
people that already used this big trackpad cannot go back to the tiny area. And the rest of the industry started to make them bigger as well
So , no, the trackpad is a masterpiece the way it is
Score: 14 Votes (Like | Disagree)
Lukomaldini Avatar
17 months ago
14inch Macbook Pro M1X and Mini-LED = King of Laptops.
Score: 14 Votes (Like | Disagree)
chasing.stoke Avatar
17 months ago
Shut up and take my money
Score: 13 Votes (Like | Disagree)
Serban55 Avatar
17 months ago

"thinner and lighter version of the MacBook Air"

stop making it thinner, make it useful, put a decent battery in and some ports. Its no longer thin if you have to lug a power supply and port expanders/adaptors
battery? have you seen the M1 MBA? come on...they are cold to the touch, at least 10 hours of heavy battery usage
So if they can make it thinner with the more less heating M2..why not....its the Macbook air,not the pro so it makes sense
But i agree with you on the ports...i think 4 ports are enough if they place (including the headphone jack)
Score: 9 Votes (Like | Disagree)
Freida Avatar
17 months ago
All I need for all these is new Apple Cinema Display that is reasonably priced.
Score: 7 Votes (Like | Disagree)

Related Stories

imac roundup

Report: Redesigned 27-Inch iMac to Feature LCD Display, Not Mini-LED [Updated]

Wednesday December 22, 2021 2:01 am PST by
The upcoming 27-inch iMac redesign will not feature a display with mini-LED but will instead keep the LCD panel previously used, according to industry sources cited today in a report from DigiTimes. The report said that while "speculation about the next-generation 27-inch iMac coming with a miniLED display" has been circulating for some time, the new all-in-one desktop machine will, in fact, ...
prosser macbook air colors stacked

Kuo: Redesigned MacBook Air With Mini-LED Display and Several Color Options to Launch in Mid 2022

Tuesday August 10, 2021 7:56 am PDT by
Apple plans to launch a new MacBook Air with a mini-LED display and several color options around mid 2022, analyst Ming-Chi Kuo said today in a research note obtained by MacRumors. These details line up with previous rumors about the new MacBook Air from sources like Bloomberg's Mark Gurman and YouTube tech personality Jon Prosser. A colorful MacBook Air concept shared by Jon Prosser Kuo said ...
m1 macbook air

Kuo: Mini-LED MacBook Air Coming in Mid-2022

Thursday July 22, 2021 7:48 pm PDT by
Apple will release a new version of the MacBook Air around the middle of 2022, Apple analyst Ming-Chi Kuo said today in note to investors seen by MacRumors. The upcoming MacBook Air will feature a 13.3-inch mini-LED display, which would make it the second Mac to gain mini-LED technology after the 2021 MacBook Pro, which is rumored to include a mini-LED display and is expected to launch later ...
iMac Pro 2022 27 and 24 iMac

Mini-LED iMac Pro to Launch in Mid-2022, Not Expected at Spring Event

Monday January 31, 2022 10:25 am PST by
Apple's rumored iMac Pro will launch in the summer rather than in the early months of the year, according to display analyst Ross Young. Young, who often provides accurate insight into Apple's display plans, said that he no longer expects the iMac Pro to launch in the spring, and that a "summer" launch seems more likely at this point. Panel shipments are expected to begin in June, and a...
MBA Mock White Front Blue

2022 MacBook Air Again Rumored to Feature Mini-LED Display

Friday October 22, 2021 2:35 am PDT by
Apple's next-generation MacBook Air will feature a mini-LED display and launch in 2022, according to DigiTimes. DigiTimes previously said that the MacBook Air is set to get a mini-LED display in the future, but the Taiwanese publication has now doubled-down on the claim. Citing industry sources, the latest report says that Apple is "likely" to adopt mini-LED backlighting for a MacBook Air ...
imac pro apple newsroom

Kuo: iMac Pro Won't Launch Until 2023, 27-inch External Display Without Mini-LED Coming This Year

Sunday March 6, 2022 8:34 am PST by
Apple will not launch an iMac Pro or a Mac Pro until 2023, while it still plans to release a 27-inch external display without mini-LED sometime this year, renowned Apple analyst Ming-Chi Kuo said today on Twitter. Outlining his predictions for Apple's Mac lineup in 2022 and 2023, Kuo said that Apple plans to release a new high-end Mac mini and a 27-inch external display without mini-LED in...
MBA Mock White Front Blue

2022 MacBook Air Getting Major Display Upgrade With One Drawback

Friday December 3, 2021 3:01 am PST by
Apple's next-generation MacBook Air is reportedly set to bring over many of the new MacBook Pro's features, with one noticeable omission, according to recent reports. The latest MacBook Pro models feature a mini-LED "Liquid Retina XDR" display with deep blacks and support for up to 1,600 nits peak brightness. The display also features Apple's "ProMotion" technology, which is capable of...
Mini LED MacBook Pro Feature

Apple Reportedly Spending $200 Million to Improve Mini-LED Production for Upcoming 14-Inch and 16-Inch MacBook Pro

Thursday July 1, 2021 12:04 am PDT by
Apple is taking a significant step to improve the production of mini-LED displays for its upcoming redesigned 14-inch and 16-inch MacBook Pros, by investing $200 million in purchasing new equipment for four brand new mini-LED assembly lines, according to a paywalled report from DigiTimes, seen by MacRumors. According to the report, Apple will spend $200 million on procuring additional SMT or ...

Popular Stories

maxresdefault

Can't Get an iPhone 14 Pro? Here's Why You Should Wait for the iPhone 15 Ultra

Monday December 5, 2022 11:44 am PST by
Due to production issues at Apple supplier factories in China, the iPhone 14 Pro and iPhone 14 Pro Max are backordered and basically out of stock at every store. If you were planning to gift or receive an iPhone 14 Pro model for the holidays and didn't already get one, you're basically out of luck because they're gone until late December. Subscribe to the MacRumors YouTube channel for more ...
Apple advanced security Advanced Data Protection screen Feature

FBI Calls End-to-End Encryption 'Deeply Concerning' as Privacy Groups Hail Apple's Advanced Data Protection as a Victory for Users

Thursday December 8, 2022 2:45 am PST by
Apple yesterday announced that end-to-end encryption is coming to even more sensitive types of iCloud data, including device backups, messages, photos, and more, meeting the longstanding demand of both users and privacy groups who have rallied for the company to take the significant step forward in user privacy. iCloud end-to-end encryption, or what Apple calls "Advanced Data Protection,"...
General iOS 16 Feature Yellow

iOS 16.2 for iPhone Launching This Month With These 8 New Features

Thursday December 1, 2022 8:44 am PST by
Apple plans to publicly release iOS 16.2 for the iPhone in mid-December, according to Bloomberg's Mark Gurman. The update remains in beta testing for now, with at least eight new features and changes already uncovered so far. iOS 16.2 introduces a number of new features, including Apple's new whiteboard app Freeform, two new Lock Screen widgets for Sleep and Medications, the ability to hide...
maxresdefault

Hands-On With Apple Music Sing in iOS 16.2

Wednesday December 7, 2022 12:24 pm PST by
With the iOS 16.2 release candidate that came out today, Apple added the new Apple Music Sing feature that was announced earlier this week. We thought we'd check out the new karaoke feature to see how it works. Subscribe to the MacRumors YouTube channel for more videos. Apple Music Sing is available on modern iPhones and iPads, as well as the newest Apple TV 4K. It's built in to the Apple...
Apple car wheel icon feature yellow

Apple to Charge Under $100,000 for Apple Car, Launch Planned for 2026

Tuesday December 6, 2022 2:31 pm PST by
Apple is aiming to launch an Apple-branded consumer-oriented vehicle by 2026, and its goal is to hit a price point under $100,000 to make the car appeal to a wider range of customers, reports Bloomberg. Apple initially planned to design a car that might look similar to Canoo's Lifestyle Vehicle, where passengers could face one another in a limousine-style car with no steering wheel or...
General iOS 16 Feature Yellow

iOS 16.2 for iPhone Expected to Launch Next Week With These 12 New Features

Thursday December 8, 2022 7:05 am PST by
iOS 16.2 is expected to be released next week following nearly two months of beta testing. With last-minute additions like Apple Music Sing and Advanced Data Protection, the software update now has over a dozen new features for the iPhone. Below, we've recapped many of the new features coming with iOS 16.2, including Apple's new whiteboard app Freeform, two new Lock Screen widgets, the...
introducing apple music sing

Apple Music Adding a Karaoke Experience With Apple Music Sing

Tuesday December 6, 2022 7:09 am PST by
Apple today announced Apple Music Sing, a new feature in Apple Music that lets users sing their favorite songs with adjustable vocals and more. Apple Music Sing will utilize Apple Music's real-time lyrics to allow users to sing to their favorite songs using adjustable vocals, background vocals, and duet view to allow more than one singer.Apple Music Sing includes: Adjustable vocals: Users...
Twitter Feature

Twitter to Charge $11 Per Month for Twitter Blue on iPhone, $7 on Website

Wednesday December 7, 2022 6:47 pm PST by
Twitter plans to charge $11 per month for a Twitter Blue subscription on the iPhone in order to account for the 30 percent cut that Apple takes from in-app purchases, reports The Information. On the web, Twitter Blue will be priced at $7 per month. Prior to when Twitter Blue was paused, Twitter was charging $7.99 for a subscription, but the pricing will change before it relaunches. According ...
Apple advanced security Advanced Data Protection screen Feature

Apple Announces End-to-End Encryption Option for iCloud Photos, Notes, Backups, and More

Wednesday December 7, 2022 10:00 am PST by
Apple today announced it is expanding end-to-end encryption to many additional iCloud data categories on an opt-in basis for enhanced security. iCloud already protects 14 data categories using end-to-end encryption by default, including the Messages app when backups are disabled, passwords stored in iCloud Keychain, Health data, Apple Maps search history, Apple Card transactions, and more,...