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Apple's mini LED switch benefits LG, says analyst

Sep. 30, 2019 11:19 AM ETAAPL, LPL, SSNLF, SSNNFBy: Brandy Betz, SA News Editor36 Comments
  • 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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