Guo Mingyu of Tianfeng International: BOE will become a new supplier of Apple Mini LED panel
According to the latest research report of Guo Mingxuan, an analyst at Tianfeng securities, Apple will launch a new design MacBook Air in about the middle of 2022. One of the main selling points of this new model is the use of mini LED display, and BOE will be the new supplier of mini LED display of MacBook Air. Guo mingpeng believes that this order is of great significance to BOE. This is the first time that BOE has obtained Apple's high-end order with high unit price. In addition, it will make a significant contribution to BOE's Mini LED display design and production capacity, and is conducive to obtaining non Apple orders. It is believed that the market underestimates the contribution of specification upgrading and product portfolio / capacity optimization to BOE's revenue and profit in 2h21 – 2022.
This text is a result of machine translation.
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