Core Viewpoint - Apple is considering the release of a thinner iPhone Air in 2027, coinciding with the 20th anniversary of the iPhone series, and is exploring the use of Color Filter Encapsulation (CoE) technology to achieve ultra-thin panels [1][2]. Group 1: CoE Technology - CoE technology replaces the polarizer used in current OLEDs with color filters, improving light transmittance, reducing power consumption, and decreasing thickness [2]. - Apple plans to first implement CoE technology in its first foldable product, expected to launch in the second half of 2026, before potentially using it in the iPhone Air [2]. Group 2: Industry Response - Samsung Display is preparing for the market demand for CoE technology by discussing supplementary investments in its 6th generation OLED production line [3]. - LG Display has announced a significant investment of 1.26 trillion KRW before 2027, with 700 billion KRW allocated for CoE equipment at its Paju plant [3]. Group 3: Market Uncertainty - There is uncertainty in the market regarding the launch of the iPhone Air with CoE technology, as delays could lead to blind investments by Korean panel manufacturers [5]. - The sales performance of the recently launched iPhone 17 Air was below expectations, prompting Apple to cancel the Air model in the upcoming iPhone 18 series [5].

Core Viewpoint - Apple has confirmed the use of Samsung Display's latest CoE technology in its first foldable phone, iPhone Fold, which will also extend to the iPhone 18 series and Samsung's upcoming Galaxy S26 Ultra [1] Group 1: CoE Technology Overview - The CoE technology redefines the optical structure of OLED panels by integrating the color filter directly into the thin-film encapsulation, eliminating the need for a separate polarizer [2] - This innovation significantly reduces light loss in the optical path, achieving up to a 37% reduction in power consumption at the same brightness level compared to traditional polarizers [2] Group 2: Benefits for iPhone Fold - The CoE technology enables a thinner device by removing the polarizer and its adhesive layers, reducing the total thickness of the screen module by approximately 0.05–0.08 millimeters, which is crucial for the precision and durability of foldable devices [3] - It enhances peak brightness and contrast without polarizer reflection interference, potentially improving outdoor visibility and HDR performance through Apple's ProMotion XDR algorithm [3] - The energy efficiency gains from CoE can be utilized to extend battery life, accelerate charging, or further reduce device thickness, rather than merely compensating for power consumption [3]