Apple May Be Releasing Mini LED Device Early 2021
Apple's plans to integrate Mini LED displays into its various product lines continue to see disruptions from an unstable supply chain, with TF Securities analyst Ming-Chi Kuo predicting iPad Pro to be the first to benefit from the technology.
According to Mac Rumors — which cited Taiwanese media DigiTimes — the American tech giant has tapped a company named GIS for a series of mini-LED backlit panels for its 12.9-inch iPad Pro models, which are scheduled for release during the first quarter of next year.
Suppliers are readying dies for production in the fourth quarter of 2020, the analyst said, though recent supply chain checks show revised down shipment volume estimates at between 300,000 and 400,000 units. Down 50% from prior forecasts, the decreased output is said to be a result of issues relating to the production of display module materials.
With constrained resources as a backdrop, Apple appears to be leveraging its massive market weight to diversify its nascent Mini LED supply chain. Epistar remains a primary partner, and the company has developed a proprietary production optimization system while working with the tech giant, Kuo said.