In a new investor’s note seen by 9to5Mac, reliable Apple analyst Ming-Chi Kuo details trend investment strategy for the Cupertino company adopting miniLED technology in its products.
Kuo divided into five parts Apple’s strategy with the miniLED technology all the way from 2019 until 2026. He believes MacBooks and not iPads will mainly drive miniLED panel shipments:
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.
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