韩媒：苹果考虑2027年推出更轻薄的iPhone Air

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1月9日，据韩媒“thelec”报道，苹果公司考虑在2027年，即iPhone系列产品诞生20周年之际，发布一款更加轻薄的iPhone Air。此外，苹果还在考虑采用CoE（彩色滤光封装）技术，该技术有利于实现超薄面板。图片来源：苹果据悉，CoE技术用彩色滤光片取代了现有OLED中阻挡外部光反射的偏光片，并用黑色像素定义层（PDL）取代了标准的PDL。由于无需偏光片，器件的透光率得以提高，功耗得以...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260112170308a4b9e3d5&s=b><strong>集邦Display</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1月9日，据韩媒“thelec”报道，苹果公司考虑在2027年，即iPhone系列产品诞生20周年之际，发布一款更加轻薄的iPhone Air。此外，苹果还在考虑采用CoE（彩色滤光封装）技术，该技术有利于实现超薄面板。图片来源：苹果据悉，CoE技术用彩色滤光片取代了现有OLED中阻挡外部光反射的偏光片，并用黑色像素定义层（PDL）取代了标准的PDL。由于无需偏光片，器件的透光率得以提高，功耗得以...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260112170308a4b9e3d5&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0157215616.USD","symbol_name":"FIDELITY GLOBAL FOCUS \"A\" 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Air中整合其他新技术。”因为去年首次登场的iPhone 17 Air型号手机销量未达预期，苹果决定在本年度发布的iPhone 18系列中取消Air机型。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4512":"苹果概念","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" 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INC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC"},"translate_title":"Korean media: Apple considers launching a thinner and lighter iPhone Air in 2027","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPL":1.94,"MACW.SI":0.6},"content_text":"1月9日，据韩媒“thelec”报道，苹果公司考虑在2027年，即iPhone系列产品诞生20周年之际，发布一款更加轻薄的iPhone Air。此外，苹果还在考虑采用CoE（彩色滤光封装）技术，该技术有利于实现超薄面板。图片来源：苹果据悉，CoE技术用彩色滤光片取代了现有OLED中阻挡外部光反射的偏光片，并用黑色像素定义层（PDL）取代了标准的PDL。由于无需偏光片，器件的透光率得以提高，功耗得以降低，厚度也得以减小。业内相关人士A表示：“苹果正在研究于2027年推出搭载CoE技术的iPhone Air。是否采用CoE技术以及该机型的上市时间，将在今年第三季度内确定。”业内人士B则指出：“除了CoE技术外，苹果还考虑在2027年推出的iPhone Air中整合其他新技术。”目前，苹果尚未在iPhone上应用CoE技术。苹果计划首先在其首款可折叠产品中采用CoE技术，该产品预计将于2026年下半年发布。三星电子则继折叠屏手机（Galaxy Z Fold与Z Flip）之后，计划在今年第一季度发布的Galaxy S26 Ultra中应用CoE技术。S26 Ultra将成为三星电子首款采用CoE技术的直板智能手机。报道称，韩国两家面板厂商也在为CoE技术的市场需求做准备。三星显示正与合作伙伴商讨对第6代OLED生产线进行补充投资。业内相关人士C表示：“三星显示已经具备实现CoE工艺的能力，但为了应对苹果今年后扩大折叠屏产品线以及2027年iPhone Air等机型可能采用CoE技术的情况，公司正在考虑进行补充投资。”业内相关人士D则透露：“三星显示与合作伙伴商讨的背板（BP）工艺相关设备，最快将于今年第四季度到位。”而LG Display这边则已在追加投资。目前该公司还没有直接可消化的CoE封装产线，这主要是因为苹果此前从没用过CoE工艺，导致公司并未提前布局。LG Display去年6月宣布，将在2027年前投资1.26万亿韩元。其中，7000亿韩元将用于坡州工厂（前段工序），5600亿韩元将投入越南工厂（后段工序）。消息指出，用于坡州工厂的7000亿韩元部分将被用于采购CoE工艺设备。不过，市场仍存在不确定性。业内相关人士E指出：“如果苹果推迟推出搭载CoE技术的iPhone Air，韩国面板厂商的CoE工艺补充投资最终可能会变成盲目投资。”因为去年首次登场的iPhone 17 Air型号手机销量未达预期，苹果决定在本年度发布的iPhone 18系列中取消Air机型。三星电子也改变了原计划，取消了今年Galaxy S26系列中的Edge（超薄）机型，而是将其拆分为标准版、Plus版和Ultra版。 （译自thelec）【集邦Display显示产业交流群】▶关于集邦▶关于集邦上下滑动查看#iPhone 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