Ming-Chi Kuo said to the data released by DSCC CEO Ross Young: The gap between MacBook Pro and OLED notebook shipments with mini LED screens will further widen in 2022-2023.
He believes that thanks to brand value, Apple can outperform its rivals in the face of inflation. The Display Supply Chain Consultants report shows that mini-LED screens led the premium laptop market with a 54% share in the fourth quarter of 2021, thanks to the new MacBook Pro with mini-LED displays. Not only that, but the new MacBook Pro sold more than all OLED laptops combined.
As can be seen from the report, in the fourth quarter of 2021, 14.2-inch miniLED led with a 28% share, followed by 16.2-inch miniLED with 26% and 14-inch OLED with a 17% share.
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. https://t.co/q3ZrgbVDJc
— 郭明錤 (Ming-Chi Kuo) (@mingchikuo) March 25, 2022
DSCC predicts that in the first quarter of 2022, the high-end laptop market will grow by 126% year-on-year to 18.5 million units, of which miniLED screens will account for 50% and OLEDs will account for 50%. Apple analyst Ming-Chi Kuo believes that Apple will not launch more mini-LED products in 2022, while DSCC’s Ross Young said that Apple will launch a new mini-LED display this year. The statement contradicts.