Core Viewpoint - Apple is considering implementing dual-layer OLED technology, which was previously showcased in the iPad Pro, into its iPhone lineup, potentially aligning with the 20th anniversary of the iPhone in 2024 [1][3]. Group 1: Dual-layer OLED Technology - Dual-layer OLED, or stacked OLED technology, involves stacking two or more layers of OLED materials to enhance screen performance [6][10]. - This technology promises higher peak brightness and improved energy efficiency, leading to better battery life and display quality, especially in outdoor and HDR scenarios [11][19]. - The dual-layer OLED technology has already been adopted by other manufacturers like Huawei and Honor, indicating a trend towards making it a standard feature in flagship smartphones [4][5][18]. Group 2: Challenges and Production Issues - The production of dual-layer OLED screens faces significant challenges, including high material costs and the need for precise alignment during manufacturing [23][24]. - The technology's complexity can lead to issues with uniformity in brightness, which has been a historical problem with OLED displays [26][29]. - Despite the advantages, the high costs and production difficulties have limited the widespread adoption of dual-layer OLED screens, with only a few high-end models currently utilizing this technology [25][36]. Group 3: Future Prospects and Market Trends - The dual-layer OLED technology is seen as a transitional solution until more advanced display technologies, like micro-LED, become commercially viable [51][58]. - As manufacturers seek to reduce power consumption and enhance display quality, dual-layer OLEDs are positioned to meet these demands, making them attractive for various consumer electronics [57][60]. - The development of domestic supply chains for dual-layer OLED technology presents opportunities for local manufacturers, with companies like BOE already producing competitive products [63][64].

Core Viewpoint - The adoption of tandem OLED technology by companies like OPPO, vivo, and Xiaomi is expected to enhance display performance and efficiency, following its implementation by Apple, Huawei, and Honor [1][4]. Group 1: Technology Overview - Tandem OLED technology utilizes a charge generation layer (CGL) to connect multiple RGB emitting units, resulting in improved efficiency and performance compared to standard OLED [1]. - The introduction of tandem OLED screens is projected to increase brightness levels significantly, with potential peak brightness reaching up to 5000 nits in devices like the Honor Magic6 RSR [3]. Group 2: Benefits of Tandem OLED - The technology can reduce power consumption and enhance battery life by achieving the same brightness with lower current, or higher brightness with the same current [4]. - It also extends the lifespan of screens, as each emitting layer experiences only half the electric field strength compared to single-layer OLEDs, leading to reduced thermal effects and slower degradation [4]. Group 3: Market Implications - Honor is set to globally launch the first tandem OLED screen in March 2024, claiming a 50% increase in luminous efficiency [1]. - Apple is reportedly exploring the integration of tandem OLED technology into future iPhone models, with expectations for its debut in the iPhone 20 series by 2028 [4].