Rumor
Samsung Display reportedly increases Apple foldable panel supply forecast to 20 million units
Thursday, March 12, 2026 at 10:26 AM
Samsung Display is reportedly increasing its supply of foldable panels for Apple's upcoming foldable device. The volume is now projected to reach 20 million units, which is a 20% increase from the prior estimate of 13 to 15 million units.
Context
Recent reports indicate Samsung Display has increased its supply forecast for Apple’s first foldable iPhone panels to 20 million units, a significant 20% jump from previous estimates. This surge reflects growing internal confidence in the device, which is expected to launch in the second half of 2026. Samsung Display is currently the sole supplier for these custom foldable OLED panels and is reportedly expanding production capacity at its A4 facility to meet this heightened demand, while partners like Foxconn, TSMC, and Shin Zu Shing prepare the assembly, processors, and high-strength liquid metal hinges.
The high volume is particularly notable as it suggests Apple intends to capture over 20% of the foldable market in its first year, despite a projected price tag of approximately $2,000 to $2,400. The device will likely feature a 7.58-inch internal display utilizing a "nearly invisible" crease-free technology and ultra-thin glass. This ramp-up in the supply chain signals a major shift in the foldable segment, which has historically been limited by durability concerns and high costs.
Sources (9)
Apple’s Foldable iPhone to Offer iPad-Style Interface, Side-by-Side Apps - BloombergApple's 2026 iPhone Fold Rumors: Crease-Free Design, Price, Launch Date and More - MacRumors[News] Apple Reportedly Boosts iPhone Fold Inventory Build 20% Amid Strong Confidence, Lifting Foxconn, TSMCiPhone Fold: Launch Date, Price, Huge Battery and Everything We Know - CNETiPhone Fold rumors: Everything we know right now, including the leaked design, upgrades, price and moreReports suggest Apple increased its foldable OLED panel orders by 20% | OLED-InfoReport claims Apple expects strong demand for iPhone FoldApple forecast to drive foldable phone surge next year - Telecoms
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