Overview

• Samsung Display president Lee Cheong said the company is preparing mass production of foldable OLED panels for a “North American client.”
• Outlets and analysts interpret the unnamed client as Apple, pointing to phones expected to ship in the second half of 2026 in line with Apple’s usual cycle.
• Reports describe a book-style device with roughly a 7.8-inch inner screen and a 5.5-inch cover display along with hinge and display engineering to minimize a crease.
• Supplier reporting suggests Samsung Display could be the primary or exclusive panel source, with initial volumes limited and pricing projected around $2,000 or higher.
• Industry notes highlight new 8.6‑generation OLED capacity coming online next year to support supply, while final specs, pricing, and timing remain unconfirmed by Apple.