Monday, September 30, 2019

Apple's mini LED switch benefits LG, says analyst





Sep. 30, 2019 11:19 AM ET|About: Apple Inc. (AAPL)|By: Brandy Betz, SA News Editor


Noted Apple (NASDAQ:AAPL) analyst Ming-Chi Kuo says the company will start using mini LED screens in MacBooks and iPads as early as Q4 CY20 to H1 2021.

The mini LEDs offer some OLED benefits but aren't as susceptible to "burn in" problems and would help Apple cut its supplier reliance on Samsung (OTC:SSNNF,OTC:SSNLF).

Kuo names LG Display (LPL +3.5%) as one of the main beneficiaries of Apple's screen switch.


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