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Apple Contracts Samsung for 3M Foldable iPhone OLED Panels

6/23/2026

28 3 Full Breakdown

Summary

Samsung Powers Foldable

Apple approved Samsung Display to begin module production of OLED panels for the foldable iPhone.
Samsung signed a three-year contract to supply all OLED panels for the iPhone Fold, starting with three million units.
Samsung’s Vietnam plant operates 50 of its 80 lines and achieves yields above 80%, surpassing Apple’s 70% minimum.
The panels will use Samsung’s CoE technology and M16 OLED material to boost brightness and efficiency.

Summary

Apple Delays iPhone

Apple will postpone the standard iPhone 18 launch to spring 2027, using a split-launch approach.
The foldable, likely called iPhone Ultra, will replace Face ID with a Touch ID power button.
It is expected to run the A20 processor, include a C2 modem, and cost around $2,000.
Apple may unveil the foldable in September 2026, begin sales a month later, and launch the iPhone 18 Pro and Pro Max together.

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Samsung Powers Foldable

Apple approved Samsung Display to begin module production of OLED panels for the foldable iPhone.
Samsung signed a three-year contract to supply all OLED panels for the iPhone Fold, starting with three million units.
Samsung’s Vietnam plant operates 50 of its 80 lines and achieves yields above 80%, surpassing Apple’s 70% minimum.
The panels will use Samsung’s CoE technology and M16 OLED material to boost brightness and efficiency.

1 / 2