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
10 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
10 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
10 months ago
14inch Macbook Pro M1X and Mini-LED = King of Laptops.
Score: 14 Votes (Like | Disagree)
chasing.stoke Avatar
10 months ago
Shut up and take my money
Score: 13 Votes (Like | Disagree)
Serban55 Avatar
10 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
10 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

RIP iPod Feature

RIP iPod: A Look Back at Apple's Iconic Music Player Over the Years

Friday May 13, 2022 2:25 pm PDT by
Apple earlier this week announced the discontinuation of the iPod touch, and because it was the last iPod still available for purchase, its sunsetting effectively marks the end of the entire iPod lineup. To send the iPod on its way, we thought it would be fun to take a look back at some of the most notable iPod releases over the last 21 years. Original iPod (2001) Introduced in October...
iOS 16 mock for article

Gurman: iOS 16 to Include New Ways of System Interaction and 'Fresh Apple Apps'

Sunday May 15, 2022 6:14 am PDT by
iOS 16 will include new ways of interacting with the system and some "fresh Apple apps," Bloomberg's Mark Gurman has said, offering some more detail on what Apple has in store for the upcoming release of iOS and iPadOS set to be announced in a few weeks at WWDC. In the latest edition of his Power On newsletter, Gurman wrote that while iOS 16 is not likely to introduce a major face-lift to...
14 16 inch 2021 mbps back to back feature orange

Five Things You Still Can't Do With a MacBook Pro

Wednesday May 11, 2022 11:16 am PDT by
It's been over 200 days since Apple debuted its redesigned MacBook Pro lineup. Offered in 14-inch and 16-inch display sizes, the new-look MacBooks wowed Apple fans and creative pros alike with their powerful custom Apple silicon, mini-LED screen, and multiple connectivity options. But there are still some things you can't do with a MacBook Pro. Here are five features some Mac users are still...
iOS 16 mock for article

Which Devices Will iOS 16 and iPadOS 16 Support?

Thursday May 12, 2022 7:29 am PDT by
While there are as yet no concrete rumors related to which devices iOS 16 and iPadOS 16 will support, the discontinuation of the iPod touch earlier this week may be an indication that as many as nine devices could be about to lose support for Apple's upcoming operating systems. iOS and iPadOS 13, 14, and 15 support all of the same devices, with the iPhone 6S and iPhone 6S Plus,...
apple mac ipad watch trade in

Apple Launches Limited-Time Bonus Trade-In Credit for iPhone, iPad, Mac, and Apple Watch in Many Countries

Wednesday May 11, 2022 5:14 am PDT by
Apple has launched a special limited-time offer for iPhone, Apple Watch, Mac, and iPad trade-in that offers customers additional credit when trading in their only device for a new one. The offer is being run in several countries including the US, UK, Germany, Spain, Italy, South Korea, Japan, Taiwan, China, India, and France. In the UK, Apple is offering up to £50 of extra trade-in credit...
sony

Sony Unveils Redesigned WH-1000XM5 Headphones With Improved Noise Cancelation

Thursday May 12, 2022 9:26 am PDT by
Sony's flagship WH-1000XM4 noise-canceling headphones have been among the best on the market for some time, and today Sony announced its fifth-generation WH-1000XM5 headphones, boasting a new design and several improvements over the previous model. The redesigned headphones replace the shrouded arms that swivel on the XM4's with an exposed arm that has a single contact point at the earcups,...
apple tv 4k design clue

Kuo: New Apple TV to Launch in Second Half of 2022, Lower Price Possible

Friday May 13, 2022 7:58 am PDT by
Apple plans to launch a new version of the Apple TV in the second half of 2022, according to well-known analyst Ming-Chi Kuo. In a tweet today, Kuo said the new Apple TV will have an improved cost structure, suggesting that the device could have a lower price that is more competitive with other streaming media players like Google's Chromecast line, Amazon's Fire TV line, and the Roku line. ...
iPhone 14 Purple Feature

Full Range of iPhone 14 Color Options Revealed by Purported Leak From China

Wednesday May 11, 2022 2:20 am PDT by
The iPhone 14 and iPhone 14 Pro models will be available in a refreshed range of color options, including an all-new purple color, according to a recent rumor. The claim comes from a post on Chinese social media site Weibo by an unverified source and purports to reveal the full range of color options for Apple's upcoming iPhone 14 and iPhone 14 Pro models. Compared to the selection of color...