According to a new report, Apple sold more Mini-LED MacBook Pro models in the fourth quarter of 2021 than all high-end OLED notebook manufacturers combined. Still, Apple analyst Ming-Chi Kuo believes the company can step on the gas with the new MacBook. All preparations are currently being made in the supply chain to ensure that there is sufficient replenishment.
Apple is increasing supply chain capacity for MacBook Pro Mini LED panels
The 14- and 16-inch MacBook Pro both use mini-LEDs for display backlighting, a technology first used in the 12.9-inch iPad Pro. Due to the success of the display in the models, Apple is keen to increase production in order to further distribute the technology on a large scale. According to TF Securities analyst Ming-Chi Kuo, Apple is further expanding its supply chain for mini LED panels.
As Kuo explains on Twitter, Apple is “aggressively expanding the supply chain capacity of mini LED panels for the MacBook Pro.” In the tweet, he adds that Apple is doing this even as the overall PC and notebook markets are both facing inflation as well as the ongoing Russian invasion of Ukraine. According to Kuo, Apple is aiming to increase shipment volume by 20 to 30 percent in order to achieve greater profits.
Although the notebook/PC market is suffering from inflation/Russian-Ukrainian war, Apple is still aggressively expanding the supply chain capacity of mini-LED panels for MacBook Pro, aiming to increase 20-30%.
— 郭明錤 (Ming-Chi Kuo) (@mingchikuo) March 26, 2022
In another tweet, the analyst speculates, “I think the gap between mini-LED MacBook Pro and OLED notebook shipments could widen in 2022-2023.” While inflation is an issue, it’s believed that Apple will be able to outperform its competitors “thanks to brand equity.”
A good report from DSCC clearly shows the current state of high-end notebook display technologies. I think the gap between mini-LED MacBook Pro and OLED notebook shipments may widen in 2022-2023. Apple can outperform competitors in the face of inflation thanks to brand value.
— 郭明錤 (Ming-Chi Kuo) (@mingchikuo) March 25, 2022
The comments came in response to a March 21 report by analytics firm DSCC, which said the two latest MacBook Pro models have gained a significant edge in the modern notebook market. According to figures from DSCC, the Mini-LED MacBook Pro models outperformed all OLED notebooks in the fourth quarter of 2021.
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