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Kuo: Two Redesigned MacBook Pros in 2021 and New MacBook Air in 2022, All With Apple Silicon and Mini-LED Displays

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Apr 12, 2001
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Apple plans to release two redesigned MacBook Pros in 2021 and a new MacBook Air in 2022, all with mini-LED displays and Apple Silicon chips, according to TFI Securities analyst Ming-Chi Kuo.



In a research note to investors, seen by MacRumors, Kuo explained that two new MacBook Pro models equipped with an all-new form factor design are expected to launch in 2021, and a new "affordable" MacBook Air is expected in 2022, all with Apple Silicon chips and mini-LED displays. This appears to be a clarification of a previous report that simply said redesigned MacBooks would launch in late 2021.

Kuo also believes that Apple will be able to offset the increased cost of using mini-LED panels in Mac devices because the cost of Apple Silicon chips is significantly lower than that of Intel processors.

Upcoming Apple devices with mini-LED displays are also projected to see much higher than expected shipments. TFI Securities has revised its shipment forecasts by 350 percent for 2021 and 450 percent in 2022. Apple is presumed to ship 10 to 12 million mini-LED devices in 2021 and 25 to 28 million mini-LED devices in 2022. Epistar is anticipated to make major gains as a result, with the company now expected to serve as Apple's sole mini-LED supplier.

The reason behind the revised estimates are lower than expected costs for mini-LED components over the next few years and faster adoption of mini-LED panels in MacBook devices.

MacBooks are projected to be the main driver of mini-LED panel shipments since they will purportedly gain mini-LED before the iPad and see faster shipment growth. Kuo has previously said that at least one new iPad model will be released with a mini-LED display in the first half of 2021.

Within the next three years, Kuo's optimistic scenario sees MacBook shipments grow significantly by 100 percent with up to 35 million units per year, thanks to the adoption of Apple Silicon and refreshed designs.

Article Link: Kuo: Two Redesigned MacBook Pros in 2021 and New MacBook Air in 2022, All With Apple Silicon and Mini-LED Displays
 
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zedsdead

macrumors 68040
Jun 20, 2007
3,299
718
I plan to buy the redesigned 14" and a new iMac (whatever the high end is) once that gets redesigned also. Can't wait.

Part of me wants to try the 16" finally, but we shall see.
 
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Jony Ive and Co.

macrumors regular
Jul 9, 2020
172
213
I'm guessing that when we've gotten a few generation of M-chips the Air could easily be powered by a generation older than the Pro, differentiating both price and performance.
Oh no not this strategy again. First with the iPad, then Apple Watch SE (using a two year old S5 chip (which is basically S4)) and now Macs. Screw them. A generation old chip is actually not great for performance, and they are really mediocre in terms of performance by today's standards (not even accounting for a few years later). I get they want to lower the price, but at least make it like the iPhone SE and use the latest chip
 
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Mitthrawnuruodo

Moderator emeritus
Mar 10, 2004
14,061
565
Bergen, Norway
Oh no not this strategy again. First with the iPad, then Apple Watch SE (using a two year old S5 chip (which is basically S4)) and now Macs. Screw them. A generation old chip is actually not great for performance, and they are really mediocre in terms of performance by today's standards (not even accounting for a few years later). I get they want to lower the price, but at least make it like the iPhone SE and use the latest chip
Well, you need to use those chips for more than one generation, and they typically fall in price over time...

And - hopefully - maximum one generation gap, please... ;)
 
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ksec

macrumors 68000
Dec 23, 2015
1,521
1,595
I'm guessing that when we've gotten a few generation of M-chips the Air could easily be powered by a generation older than the Pro, differentiating both price and performance.

Dont think that is going to happen. The M Series in Air and Pro are different die size and cost.
 
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ruka.snow

macrumors 6502a
Jun 6, 2017
825
2,388
Scotland
Those functions can be achieved on-screen. Pro users from what I hear by and large seem to prefer F-keys. It would be behoove Apple to offer a pro option to remove it.

Function keys where removed precisely because they have very little it not no use. The touch bar has added function where there was non. You can't scrub a time line with function keys and you can't set named keys to 'build', 'run', 'test', 'compile', etc in your IDE.
 
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contacos

macrumors 6502
Nov 11, 2020
385
756
Mexico City born
Since I managed to install BigSur on my late 2012 MacBook Pro, maybe the MacBook Air will be the one to replace it on its 10 years anniversary. Such an incredible device. It still runs amazingly well and I only have about 400 battery cycles on that thing. I will actually miss built in hdmi and the SD card reader once I do upgrade
 
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