It is estimated that the shipment volume of mini LED panel will increase by 80% in 2022 From DSCC
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Apple released several products with mini LED screens in 2021, including M1 iPad pro and 14 inch and 16 inch redesigned MacBook Pro models. The California based giant is expected to bring this display technology to other products, thereby increasing the proportion of adoption on a large scale. With the increase of product types using mini led, a report said that by 2022, the shipment of mini LED panels will increase by 80%, and apple is undoubtedly the largest customer.
According to the latest forecast of display supply chain consultants (DSCC), the shipment of mini LED panel of tablet PC is expected to increase by 80% by 2022, which means that the total number will reach 9.7 million. At present, the 12.9-inch M1 iPad Pro is the only tablet computer using this display technology. Although the smaller 11 inch iPad Pro uses IPS LCD, it is said that the version in 2022 will be fully updated to mini led, which will help the continuous development of this technology.
DSCC also pointed out that it is said that the shipment of mini LED panels of notebook computers will increase by 150% this year, that is, 5 million units. Although some notebook manufacturers using Windows system provide Mini LED backlight, Apple’s 14 inch and 16 inch versions of MacBook Pro Series in 2021 may still occupy most of the market share.
It is said that Apple will launch the MacBook Air with a display upgrade later this year. Assuming that Apple maintains price competitiveness, mini LED panel and hardware upgrade may make this notebook the company’s most popular product this year.
On the other hand, the 27 inch IMAC} Pro launched later this year may also use mini led supporting promotion. Apple is fully promoting the transformation of this display panel supplier. It is hoped that other tablet and notebook manufacturers will notice the importance of mini led and begin to adopt it in future products.
Read more from cnBeta: it is estimated that the global Mini LED backlight substrate shipment area will increase to about 50 million square meters in 2025 DSCC: it is estimated that Apple OLED panel expenditure will reach US $9.8 billion in 2020 DSCC: the global panel industry sales will reach US $30.5 billion in the third quarter of 2020, with a year-on-year increase of 11% DSCC: it is estimated that BOE’s smartphone OLED panel share will rise to 12% in 2020 DSCC: it is estimated that OLED will reach US $30.5 billion in 2021 The mobile phone shipped about 630 million Apple accounts for 28%KISTA: the Mini LED patent in Korea accounted for only 14.4% of the total Omdia, which is far behind Chinese mainland Omdia: it is estimated that by 2025, the shipment volume of Mini LED TV will reach 25 million CMMA: it is estimated that Mini LED will have more than 3 million 100 thousand penetration of Mini in the display area in 2025, compared with the same period. LED equipment investment increased by 90%. DSCC: in 2021, the total shipment of Q3 folding screen mobile phones reached 2.6 million, with a year-on-year increase of 480%. DSCC: it is expected that the market scale of micro LED may rise to US $228 million in 2026. Gartner: the list of top 25 Global supply chain manufacturers in 2015 trendfocus: in 2018, the shipment of Q4 global mechanical hard disk fell below 90 million, with a year-on-year decrease of 16%. Seagate: as of April 2021, Seagate’s hard disk capacity exceeded 3zb
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