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Apple Keeps Four‑Sided Near‑Borderless iPhone Pro Design but Pauses Two Advanced Panel Upgrades

Rising memory prices plus concerns about the readiness of COE and LTPO+ prompted Apple to delay those display technologies and could slow returns for suppliers' new factory investments.

Overview

  • A Wednesday report based on ETNews sourcing says Apple is still planning a four‑sided curved, near‑borderless display for its 20th‑anniversary iPhone Pro models expected in 2027.
  • The company has reportedly postponed two internal panel upgrades called Color Filter on Encapsulation (COE) and LTPO+, citing rising memory costs and doubts that current implementations meet Apple’s maturity standards.
  • Apple has not given a new timetable for adopting COE or LTPO+, leaving Samsung Display and LG Display with equipment and capacity built for higher‑value panels that may see delayed shipments.
  • COE would integrate the polarizer into the panel to make the screen thinner while LTPO+ aims to improve power efficiency by changing the transistor and process approach, and both were removed from the immediate plans.
  • The move echoes previous anniversary resets such as the iPhone X redesign in 2017 and signals a tradeoff between a bold exterior redesign and cautious, cost‑driven choices about internal components that suppliers and buyers should watch next.