Core Viewpoint - The article discusses the upcoming changes in Apple's iPhone series, particularly focusing on the heat dissipation technology and materials used in the iPhone 17 and future models, highlighting the shift towards advanced materials like graphene and aluminum alloys for improved performance and efficiency [2][3][4]. Group 1: iPhone 17 Heat Dissipation Technology - The iPhone 17 will utilize a dual-layer graphene heat dissipation system, with costs increasing by approximately 50% to 60%, bringing the total cost of the heat dissipation module to around $5.2 [4][5]. - The previous iPhone 16 model introduced graphene for the first time, significantly enhancing thermal conductivity by over five times compared to traditional metal materials [3][4]. - The heat dissipation module's cost is relatively low at about $2.5, but when including related components, the overall cost impact is substantial [4]. Group 2: Material Changes and Supplier Insights - The iPhone 17 will replace the titanium-aluminum alloy frame with an aluminum alloy frame, which is expected to improve thermal performance despite titanium's advantages in strength and aesthetics [7][8]. - Key suppliers for the heat dissipation components include Zhongshi Technology and Jieban Technology for graphene, while VC heat spreaders are supplied by companies like Risen Technology and Lingyi Technology [9][10]. - Future models, such as the iPhone 18, may explore new materials like carbon fiber for back panels and frames, with potential suppliers like Changzhou Carbon Technology showing promise in this area [16]. Group 3: Future Trends in Heat Dissipation Solutions - Apple is researching liquid cooling solutions for heat dissipation, although this technology is still in early stages and may not be implemented in smartphones for the next two years [11][12]. - Competitors like Huawei and Xiaomi primarily use traditional heat dissipation methods, while companies like Suzhou Tianmai and Siquan New Materials are key suppliers for these brands [13][14]. - The industry is witnessing a trend towards modular heat dissipation systems that combine various materials for optimized performance, indicating a shift in design philosophy across smartphone manufacturers [6][11].