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Samsung Display Strongly Hints that We'll See a Foldable iPhone Next Year – Here’s What to Expect

Samsung plans mass production of foldable OLED panels by Q3 2026 to support Apple’s first foldable iPhone, with initial orders estimated between 9 million and 15 million units.

  • Next year, Samsung Display said it will prepare to manufacture foldable OLED displays for a North American client widely assumed to be Apple.
  • Apple's cautious approach explains the careful timing around foldables, as industry analysts say technical hurdles like crease reduction and durability delay Apple’s foldable ambitions despite Samsung Display’s production milestones.
  • At a Seoul event, Samsung Display president Chung Yi said `We are making thorough preparations` for supply, with production starting at the Asan plant's 8.6-generation IT OLED line by third quarter of 2026.
  • Reports say Apple could order 9-15 million 7.8-inch foldable AMOLED panels from Samsung, positioning the foldable iPhone as a premium $2,000 model.
  • The $3.1 billion investment positions Samsung as a linchpin for foldable-panel supply, with larger OLED substrates improving yield and Samsung urging the South Korean government to extend tax incentives expiring in 2026.
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MacRumors broke the news in United States on Monday, September 29, 2025.
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