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].

Product Development & Design - Apple is reportedly developing a folding iPhone, potentially launching in 2026 [1][4] - The folding iPhone is speculated to have a book-style design with a 7.8-8 inch crease-free inner display and a 5.5 inch outer display [4] - The device might feature Touch ID as a side button due to the challenges of incorporating Face ID into a thinner design [5] - The folding iPhone could incorporate self-healing screen technology to repair scratches [3] Cost & Market Positioning - The estimated cost of the folding iPhone is between $2,000 and $2,500, potentially making it the most expensive iPhone [5] Component Suppliers & Technology - Samsung Display is expected to supply the folding screen for the iPhone [2][9][10] - New laser drilling techniques may be used in the hinge design, potentially increasing the phone's cost [10] Technical Specifications - The folded iPhone is predicted to be around 9 millimeters thick [6] - The device is expected to have a dual-lens camera on the back, a single front camera when closed, and another single lens inside when open [6] - The folding iPhone is expected to have the same battery as the rumored ultra-thin iPhone 17 [7]