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Samsung Display Readies Foldable OLEDs for North American Client, Pointing to 2026 Apple Launch

Analysts say the move positions suppliers for a late 2026 foldable iPhone without any confirmation from Apple.

Overview

  • Samsung Display president Lee Cheong said the company is preparing mass production of foldable OLED panels for a North American client and noted key clients typically release flagships in the second half of the year.
  • Industry reporting interprets the plan as aligning the supply chain for shipments in late 2026 for an Apple foldable phone, though Apple has not announced such a device.
  • South Korean outlet ChosunBiz reported Samsung Display is known to be the exclusive OLED supplier for Apple’s foldable, a claim that remains unconfirmed.
  • Recent reports point to a book‑style design with a roughly 7.8‑inch internal screen and a 5.5‑inch external display, with Touch ID in the side button instead of Face ID.
  • Analysts expect an ultra‑premium debut with a likely starting price around $2,000 or more and very limited initial production volumes.