News
Apple reduces OLED panel orders for iPhone 18 series amid staggered launch schedule
Monday, February 23, 2026 at 08:55 AM
Apple has adjusted its shipment forecast for the upcoming iPhone series, with OLED panel orders from Samsung Display and LG Display expected to drop by approximately 20% year-over-year. Samsung Display is slated to produce 60 million units and LG Display 40 million units for the high-end Pro, Pro Max, and a new foldable model. This supply chain shift is attributed to a staggered launch strategy where standard and Air models are delayed to the first half of next year.
Context
Apple is shifting to a staggered launch for the iPhone 18 series, delaying the standard and iPhone 18e models to the first half of 2027 while prioritizing high-end releases this fall. This strategy aims to focus production resources on high-margin devices, including the iPhone 18 Pro, Pro Max, and the company’s first foldable iPhone. Consequently, new-model shipments for the 2026 calendar year are projected to drop by 20% year-over-year, as the base models—which typically account for over 30% of volume—exit the immediate launch window.
Supply chain partners Samsung Display and LG Display expect a corresponding contraction in OLED panel orders, with forecasts set at 60 million and 40 million units respectively, down from a combined 125 million last year. Despite the volume dip, investors are looking toward higher average selling prices (ASPs) to offset the decline. The premium lineup will debut exclusive technologies like variable aperture cameras and under-display infrared sensors, while Samsung Display maintains a lucrative sole-supplier position for the new foldable iPhone panels.
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