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Mini LED板塊走強 蘋果Mini LED產品將於明年上半年推出
格隆匯 12-02 10:36
格隆匯12月2日丨Mini LED板塊再度走強,鴻利智匯大漲超11%,奧拓電子、瑞豐光電漲超5%,TCL科技漲近5%,兆馳股份、晶盛機電、華燦光電等跟漲。消息稱,蘋果明年將會在一些產品上採用Mini LED顯示屏幕,蘋果目前已確定了屏幕供應的合作伙伴,並且預計將於明年中旬發佈。據悉,蘋果計劃將在2021年第一季度發佈首款Mini LED的iPad Pro,並在第二季度開始批量生產Mini LED的MacBook Pro機型,目前這兩款產品在台灣屏幕供應商那裏已經進行測試和試產。中郵證券表示,近年來,產業鏈上中下游都在積極投資Mini LED的研發和應用,明年主流公司都將推出其Mini LED產品,疊加蘋果公司的示範效應,產業鏈或迎來快速發展期。

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