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Apple Approves Production of OLED Panels for Foldable iPhone

Apple has authorized Samsung Display to begin producing OLED panel modules for its first foldable iPhone. Samsung Display is utilizing back-end production lines in Vietnam to fulfill an initial order of approximately three million panels this year. The move follows the supplier achieving final yields above 80%.

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What changed

Apple formally approved Samsung Display for OLED module production after the supplier surpassed a 70% yield threshold.

Live updates

  1. Apple Approves Samsung Display for Foldable iPhone OLED Production

    Apple has authorized Samsung Display to begin producing OLED panel modules for its first foldable iPhone. Samsung Display is utilizing back-end production lines in Vietnam to fulfill an initial order of approximately three million panels this year. The move follows the supplier achieving final yields above 80%.

    What's confirmed:

    • Samsung Display received Apple's approval to start module production of OLED panels for the first foldable iPhone.
    • Samsung Display is using production lines in Vietnam to deliver an initial order of around three million panels this year.
    • Samsung Display achieved final yields above 80%, exceeding Apple's 70% requirement for module production.

    Still unconfirmed:

    • The foldable device, referred to as the iPhone Ultra, will launch in September 2026.
    • Mass production for the device is set to begin at the end of July.
    • iOS 27 code supports the existence of an iPhone Ultra.
    • Hinge-related challenges have been resolved to keep the September launch on track.
    • The iPhone Ultra has been leaked in a full video.
    confidence 80%