New MacBook Pros, 2022 MacBook Air a huge boost to Apple mini-LED prospects
Kuo has upped predictions for shipments by 350% for next year.
What you need to know
- Supply chain analyst Ming-Chi Kuo has significantly revised predictions for Apple mini-LED shipments over the next two years.
- He now says Apple could ship up to 12 million devices next year, and 28 million the year after, thanks in part to two new mini-LED MacBook Pro models, and a 2022 MacBook Air.
Renowned supply chain analyst Ming-Chi Kuo has significantly revised previous predictions about Apple’s mini-LED prospects over the next two years, stating the company will sell up to 450% more devices than previously estimated.
In a research note seen by iMore, Kuo says that he has increased shipment predictions for mini-LED devices in 2021 and 2022 by 350% and 450% respectively. Previously, Kuo had forecast shipments of 2-3 million units and 4-5 million units respectively over the next two years. However, citing the cost improvement for mini-LED tech being better than expected, and the use of mini-LED panels in upcoming MacBooks being greater than expected, those figures are now 10-12 million and 25-28 million respectively.
Kuo reiterated reports that in 2021 Apple will release two new MacBook Pros with a new design, likely a 14-inch and 16-inch model featuring Apple silicon. Kuo also says that in 2022 there will be a new MacBook Air featuring a fresh design that will be lower-priced than the current M1 version. That’s because the cost of Apple silicon is so much lower than Intel, that Apple can offset the increased cost of mini-LED technology.
Kuo says that MacBook will be the main driver of mini-LED shipments as its adoption rate of the tech and shipment growth are better than the iPad. Thanks to Apple silicon, Kuo says shipments of MacBooks will grow 100% over the next three years.