On March 4, Sanan Optoelectronics stated on its investor interaction platform that the company's Mini LED chips have been supplied to customers in batches.
Just the day before, the industry released news that Sanan Optoelectronics, a leading domestic LED manufacturer, had recently successfully passed Apple certification. Sanan Optoelectronics responded to the rumor directly. Cailian News Agency quoted a supply chain source as saying that as the demand for MiniLED increases, Apple is actively adding new suppliers to consolidate its mass production scale. Sanan Optoelectronics, a leading domestic LED manufacturer, recently passed Apple certification and is expected to join the supply chain as early as the second quarter.
The industry pointed out that although Fucai became the first wave of Mini LED suppliers for Apple, Sanan Optoelectronics' goal of actively seizing Apple's Mini LED backlight supply chain has not changed, and the progress originally expected to pass the certification by the end of 2021 has been forced to be delayed.
It is reported that at Apple's fall conference in 2021, the MacBook Pro laptop equipped with a Mini LED panel was launched for the first time. It is also the second product line to introduce Mini LED panels in 2021 after the iPad Pro. Fucai is the main supplier of Mini LED chips.
Fucai said that the current progress of major customers' orders is in line with previous expectations. In response to customer demand, Fucai plans to expand Mini LED production capacity by 20% from the fourth quarter of 2021 to the first quarter of this year. In 2022, by transferring LED production capacity from mainland China, the annual target expansion will reach 50%.
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