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 - LG Display proposed a simplified tandem OLED technology to Apple, which could potentially be used in future iPhone models, but any implementation is unlikely before 2028 [1][3]. Group 1: Technology Overview - The simplified tandem OLED technology involves stacking the blue sub-pixels in two layers while keeping the red and green sub-pixels in a single layer, enhancing efficiency and reducing power consumption [1][2]. - Current iPhone OLED screens utilize a single-layer stacking method for RGB sub-pixels, while the proposed technology aims to improve brightness and battery life [1]. Group 2: Competitive Landscape - LG Display has been more proactive in proposing tandem OLED technology to Apple compared to Samsung Display, which is reportedly lagging in this area [5]. - Apple has previously adopted dual tandem OLED technology for its iPad, indicating a willingness to explore advanced OLED solutions in its product lineup [2][3]. Group 3: Supply Chain Dynamics - Apple is likely to engage multiple suppliers, including Samsung Display and BOE, to maintain negotiation leverage and avoid dependency on a single manufacturer [5]. - In 2024, LG Display is expected to supply more OLED panels for iPads than Samsung Display, reflecting its growing role in Apple's supply chain [3].