We expect that the new MacBook Air will adopt a mini LED in 2022, increasing MacBook's mini LED adoption rate. In contrast, only high-end iPad models will use mini LED displays, and the overall growth momentum may be lower than that of MacBooks.
Kuo believes that Apple will offset the increase in display cost with the savings from using its own silicon.
Previously, Kuo predicted that Apple will launch two redesigned MacBook Pro models with mini-LED displays in the second half of 2021. Today, he offers a forecast of mini-LED shipments for this year and next.
We expect the new MacBook Pro will boost the shipment of mini LED displays in 2H21 because the new MacBook Pro will equip with mini LED displays, and MacBook's mini LED display is less challenging to produce than the iPad. We forecast that mini LED display shipments in 2021 and 2022 to be 10 million and 20–30 million, respectively.
Kuo expects the new MacBook Pro to feature a flat-edged form factor, the return of MagSafe, more I/O, and no Touch Bar.
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