Overview
- A now-deleted ETNews report, echoed by MacRumors and MacMegasite, says Samsung Display will mass-produce 11 million inner and 11 million outer OLED panels for Apple’s first foldable.
- With Samsung reportedly the exclusive panel supplier, the component volume suggests a target near 10 million finished devices after accounting for yield.
- The scale exceeds prior industry expectations of 6–8 million units by more than 30 percent, indicating a more aggressive entry into the foldable category.
- Rumors describe a book-style design with roughly a 5.35-inch cover screen and a 7.58-inch internal display, using COE and an under-display camera, with Face ID possibly omitted due to design constraints.
- IDC forecasts Apple’s debut could capture over 22 percent of foldable shipments and 34 percent of market value in 2026 at about a $2,400 starting price, though Apple has not confirmed specifications, timing, or pricing.