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Apple Secures Samsung OLED Panels for Foldable iPhone

MacRumors •
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Apple has locked in an exclusive three‑year deal with Samsung to supply the foldable OLED panels that will power its first book‑style iPhone, slated for a September rollout. The agreement bars any other display maker, a move Apple says reflects the scarcity of viable alternatives. The device will unfold to an inner screen roughly the size of an iPad mini later 2026.

Samsung’s panels will employ its CoE (Color filter on Encapsulation) technology, which eliminates the traditional polarizer that tends to crack at bend points. Apple will reuse the M14 OLED material already proven in the iPhone 17 Pro Max, betting on reliability and lower cost rather than a brand‑new stack. Production is set to start in Q2 firmly ahead with an initial 3 million unit shipment.

By leaning on Samsung’s foldable expertise and an existing OLED recipe, Apple sidesteps the supply‑chain risk that has delayed rivals’ attempts at bendable phones. Consumers can expect a device that mirrors the iPad mini’s display area without the pricing premium of a completely new panel architecture. Apple’s choice signals a pragmatic path to its first foldable handset for now.