What They Say
We reported on some supply chain issues with its iPad Pro MiniLED display (Apple With Backlight Supply Chain Challenge) and now Digitimes has identified Zhen Ding Technologies as a supplier of backlight PC boards, alongside Youngpoong Electronics. Tripod Technology, also from Taiwan, is reported to be trying to join the supply chain.
The blog reports mixed views about whether Apple might mix OLEDs and miniLED displays in different products or whether it might move from miniLED across to OLEDs.
What We Think
Of course, if miniLED continues to develop and grow, which I believe it will, Taiwan will benefit more than if OLED becomes the display of choice for Apple. (BR)
