Apple may launch six minils by the end of next yea

2022-08-11
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Better than expected! Apple may launch six Mini LED products by the end of next year. Which companies will benefit

better than expected! Apple may launch six Mini LED products by the end of next year. Which companies will benefit

17:22 source:

original title: more than expected! Apple may launch six Mini LED products by the end of next year. Which companies will benefit

financial news agency, March 4, guomingxuan, an analyst at Tianfeng international, revealed on Tuesday that Apple's current Mini LED product development is not affected by the virus, and the visibility of commercialization is even higher than previously expected. In addition, Guo Mingxuan said that Apple Mini LED will grow from the fourth quarter of 2020, and it is expected that six products (previously estimated as two) will be sold by the end of 2021

analysts pointed out that Apple's increased efforts to launch Mini LED products will not only benefit relevant companies, but also, under its positive strategy, will force competitors to launch similar products in the next few years, accelerating the large-scale application of mini led, thereby benefiting the entire industry

What are the advantages of mini led

LED is a light-emitting device that can convert electric energy into light energy, which is made of III-V semiconductor materials and other semiconductor processes

LEDs use solid-state semiconductors as light-emitting materials, while those with chip sizes between 500 microns and 50 microns (narrowly defined as 100-200 microns) are mini LEDs

mini led currently has two applications: Large-size LED display and LCD backlight. The application scenarios of backlight include TV, LCD, tablet, laptop, Zhuoxian, car, etc

compared with OLED, mini LED backlight LCD has the advantage of realizing the display effect, light and thin experience comparable to OLED panel at lower cost, large-scale mass production capacity, longer service life and lower power consumption

in addition, compared with small spacing led, mini LED display has smaller size, denser led bead arrangement and higher resolution (PPI), which is suitable for 4k/8k large-size LED TV

the data shows that the cost of mini LED backlight is only about 60% of that of OLED, and with the increase of penetration rate, the cost will continue to decline

mini LED display products have been intensively released since 2019. Apple, ASUS, group innovation, Youda, BOE and other giants have launched Mini LED backlight or similar terminal products such as TV, display, VR and vehicle display. This year, Seoul semiconductor exhibited the micro clean led new concept display, and TCL exhibited the mini LED backlight scheme, whose brightness and color saturation are comparable to OLED

Apple's increased promotion efforts may accelerate the growth of the industry

guomingyu, an analyst at Tianfeng international, said on Tuesday that apple is currently developing six Mini LED products, including 12.9-inch iPad pro, 27 inch IMAC pro, 14.1-inch macbook pro (upgraded from 13.3-inch), 16 inch MacBook Pro, 10.2-inch iPad and 7.9-inch ipad Mini with poor material toughness. The market previously estimated that the mini LED products developed by apple, whether macroeconomic or coal industry products, were 2. The data released by Guo Mingyu this time significantly exceeded the market expectations

Guo Mingxuan estimated that the shipment volume of Apple Mini LED products will increase significantly by about 300% YoY and 225% YoY in 2020 and 2021, respectively

in the Apple Mini LED industry chain, Guo Mingxuan believes that led suppliers will become the biggest beneficiaries. In terms of revenue contribution, it is estimated that the revenue contribution to LED chip suppliers in 2020, 2021 and 2022 will be about US $180million, US $600million and US $1.43 billion respectively; In terms of profit contribution, when the yield reaches 80%, the gross profit margin of LED suppliers is about 20-25%. If the yield reaches 90% and the capacity utilization is high, the gross profit margin is about 30-40%

in addition, driven by Apple's promotion of mini led, competitors may also launch similar products, so as to accelerate the growth of mini LED application and benefit the whole industry

ledinside data shows that the global Mini LED backlight module market is expected to reach 530million US dollars in 2023, and the mini LED display market will reach 640million US dollars in 2023

related listed company

San'an optoelectronics: as the most noteworthy long-term potential beneficiary among potential second suppliers, Guo Mingxuan believes that if the verification is successful in 2020, it is expected to obtain about 10 – 20% of the LED orders for Apple Mini LED products in 2022. In addition, non Apple m Jinan Shijin is a well-known enterprise with independent research, production and production in China, and the ini LED market will also be the key to the growth of Sanan optoelectronics with capacity advantages. Guo Mingxuan predicted that benefiting from the growth of mini LED applications, the revenue of San'an Optoelectronics in 2020, 2021 and 2022 is expected to be higher than the market estimates of 10 – 20%, 20 – 30% and 40 – 50% respectively

Guoxing optoelectronics will strengthen the exchange with CRRC, SAIC, Dongfeng, 1 automobile, BAIC, Yutong and other enterprises: as the leader of rgbled packaging, the company will be an important participant in the new market of miniled. The two major applications of miniled active display and backlight are beginning to take shape. The company has made a lot of technical reserves. Mini four in one devices have been mass produced. The two backlight schemes of minicab and minismd have been mature, and minismd modules have been shipped in batches

liad: the company is a leading enterprise in the global LED display application industry. In 2018, the global LED display market sales was $5.7 billion, and liad ranked first in the global LED display market share in consecutive years. The company will join hands with Taiwan, China Jingdian to deeply layout the micro led and mini LED display technology field, and will launch micro led and mini LED display screens, micro led135/162 TVs and other products in the future

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