Overview

• Samsung Display president Lee Cheong said the company is accelerating preparations to mass-produce foldable OLED panels for a “North American client.”
• Lee indicated the client typically unveils flagship devices in the second half of the year, reinforcing expectations of a late‑2026 debut for the device in question.
• The client was not named, but multiple outlets report Apple is the likely buyer given its existing sourcing of premium iPhone displays from Samsung.
• The Gen 8.6 OLED production line is slated to start up by the end of the second quarter or in the third quarter next year, aligning supplier readiness with a possible 2026 launch window.
• Reports continue to cite a book-style design with crease-minimizing panels, side-button Touch ID and iOS 27 foldable features, while a recent U.S. ITC preliminary ruling against BOE could narrow alternative panel options.