Overview

• Samsung Display president Lee Cheong told reporters in Seoul that preparations are accelerating for mass production of foldable phone OLED panels for a North American customer.
• He declined to identify the client, and coverage citing Chosun Biz reports industry expectations that the buyer is Apple rather than providing confirmation.
• Reporting aligns the timeline to a launch expected in the second half of 2026, which outlets describe as consistent with earlier product roadmaps.
• Rumored specifications for the anticipated device include a book-style design with a crease-reducing Samsung panel, side-button Touch ID, and roughly 7.8-inch internal and 5.5-inch external displays.
• Samsung also said its new Gen 8.6 OLED line for larger IT devices is slated to begin operations in the third quarter of 2026, a separate milestone flagged as potentially relevant to future products.