It is reported that Apple will be shifting to mini-LED technology and Epstair is said to be the exclusive supplier of the chips for products arriving in 2021. To increase the competition and to lower the component price, Apple might add another supplier to its list.
The new report from analyst Ming-Chi Kuo tells us that Sanan Optoelectronics has witnessed improved development than the one they anticipated hence they will likely supply Apple with the required components from 2021 rather than the previously anticipated year, 2022. The increased competition between the two suppliers will decrease the cost of Mini LEDs.
As per the estimates, Apple might pay $45 per mini-LED, previously the price hovered between $75 and $85. Sadly, Kuo didn’t mention in his report whether these savings will be passed to the customer. Apple might be able to generate more revenue with each mini-LED iPad or Mac sold. Kuo reports that this display technology will appear in almost 30%-40% percent of iPad shipments and 20-30% of Mac shipments in 2021.
According to a previous report, it might take Apple three years to make the switch to microLED technology after using mini-LED technology.