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Last updated: April 8, 2026, 8:30 AM ET

Mobile Hardware Strategy

Apple secured a three-year exclusive sourcing agreement with Samsung Display for the specialized OLED panels required for its forthcoming foldable iPhone. This reliance stems from the fact that no other supplier currently meets Apple's stringent quality or technical specifications for the flexible screen technology, effectively ceding control of the initial component supply chain to its primary competitor for the portable device's launch window 2.