According to DigiTimes' paywalled report, MacRumors has seen, Apple is making a significant investment to increase the production of mini LED displays for its new 14-inch and 16 inch MacBook Pros.
The report states that Apple will spend $200million to acquire additional SMT (surface mounting-technology) equipment in order to create four new assembly lines for mini-LED production. Apple expects to increase its monthly SMT production capacity by 700,000 to 800,000. Mini-LED MacBook Pro devices will be made possible through the purchase and investment.
Apple will purchase equipment from Taiwan Surface Mounting Technology, its main supplier of mini-LED modules. According to the report, the equipment will be installed in China at TSMT'S factory. A source also stated that TSMT has confirmed that it will enforce capacity at its Dongguan plant in southern China.
Sources indicated that the new SMT machines, which Apple will purchase, are likely to be installed in TSMT's plants located in China. They also mentioned that TSMT recently announced plans to expand its capacity at its Dongguan manufacturing plant in southern China.
Yesterday's preview of DigiTimes' now published report indicated that Apple continues to struggle to keep up with mini-LED display demands for its 12.9 inch iPad Pro. This was in addition to expected demand for its new MacBook Pros. Apple is looking for mini-LED SMT suppliers to complement Radiant Opto-Electronics.