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Apple continues to expand its mini-LED panel supply chain, an analyst claims, with a view to increasing production for MacBook Pro displays.
According to TF Securities analyst Ming-Chi Kuo on Twitter, Apple is “aggressively expanding the supply chain capacity of MacBook Pro mini LED panels.” Saturday’s tweet adds that Apple is doing so despite the PC and notebook market as a whole struggling with both inflation and the ongoing Russian invasion of Ukraine.
As for how much profit Apple wants to see, Kuo says it’s aiming for a 20% to 30% increase in supply.
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%. https://t.co/U70sNhFaYA
— (Ming-Chi Kuo) (@mingchikuo) March 26, 2022
Increasing production capacity offers Apple a number of benefits, including lower cost per panel due to economies of scale. The surge can also be seen as a sign that Apple believes a high demand for its high-end notebooks is on the way.
Kuo’s tweet follows another one late sunday, where the analyst muses, “I think the gap between mini-LED MacBook Pro and OLED notebook shipments in 2022-2023 could widen.” Despite inflation being an issue, Apple is believed to outperform its competitors “thanks to brand equity”.
The comments were in response to a March 21 report from analytics firm DSCC, in which both of Apple’s latest MacBook Pro models enjoyed significant dominance in the high-end notebook market after their launch. In the numbers from DSCC, the mini-LED MacBook Pro models everything sold out OLED notebooks in the fourth quarter of 2021.