Kuo pointed out in his report that the sizeable improvement in the product competitiveness of MacBook after the adoption of Apple’s M1 Silicon processor will generate a shipment growth that surpasses iPad for the next several years, and expects the new MacBook air in 2022 to also adopt mini LED, which will facilitate the adoption rate of mini LED of the MacBook series.
![ming chi kuo ming chi kuo](https://www.notebookcheck.net/fileadmin/Notebooks/News/_nc3/Screenshot_20180706_160622.png)
(Cover photo source: captured by TechNews) Owing to its exclusive status, TSMT became the company with the largest degree of revision in stock prices recently from the supply chain of mini LED, and Kuo believes that the company has the highest investment value among suppliers. The product will contribute significantly to the revenue and profits of critical suppliers starting from the second half of 2021. Apple has invested heavily in the development and production of mini LED, and confirmed that mini LED has taken up a critical and strategic position in the product lines of productivity tools for the medium and long term.
![ming chi kuo ming chi kuo](https://d.ibtimes.co.uk/en/full/1581411/apple-launch-3-new-ipad-models.jpg)
Ming-Chi Kuo, renowned analyst of Tianfeng Securities, commented that the recent market uncertainties regarding Apple’s adoption of mini LED has resulted in a revision for the stock prices of partial critical suppliers, with the most evident correction seen from TSMT.