

In a research note, Kuo says that Epistar was expected to be the exclusive supplier of mini-LED chips to Apple in 2021; however, development of the technology by Sanan Optoelectronics has progressed better than expected and it will also begin supplying Apple next year.
Competition will purportedly drive down Apple's cost for mini-LED display dies from $75-$85 to about $45. Kuo expects 30-40% of iPad shipments and 20-30% of MacBook shipments in 2021 to use mini-LED displays. That's up from 10-20%.

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