Apple will bring two new MacBook Pro laptops next year, suggests TF Securities analyst Ming-Chi Kuo. These new devices will be redesigned, powered by Apple silicon chips, and have mini LED displays. In addition, Kuo suggests that a new MacBook Air with Apple Silicon chip and mini LED display be launched in 2022, not next year. Apple is expected to significantly increase the production of mini LED displays in the next year. The main driver for this transition of the display will be the MacBook range. New iPad models with mini LED displays are also expected to be launched.
MacRumors has accessed Kuo’s newest investor Note, which features revised information about Apple Mini LED Display shipments in the coming years. Two MacBook Pro models with mini-LED displays and Apple Silicon chip are slated to hit the market next year, while a revamped MacBook Air with mini-LED and Apple Silicon may hit the market in 2022. The MacBook Air is expected to be an “affordable model” while the MacBook Pro models are said to have an “entirely new form factor”. Kuo predicts MacBook models as the main driver for mini LED panel adoption as they see faster shipping growth. In any case, the analyst claims that a new iPad model with a mini LED display will hit the market in the first half of 2021.
TF Securities has also revised its shipping forecast by 350 percent for 2021 and 450 percent for 2022. Apple is expected to ship 10-12 million mini-LED devices in the next year and 25-28 million mini-LED devices in 2022. Epistar Expected to be the Only Mini LED Display Provider for Apple.
With an optimistic production scenario for mini-LED displays, Kuo expects MacBook shipments to grow by 100 percent with up to 35 million units per year. The MacBook 2021 lineup is also expected to have few Intel-based models, and a full transition to Apple silicon chips could take over two years.
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