Samsung is getting ready to handle the next wave of Apple products, including the iPhone Air 2 and iPhone Fold, with OLED display tech, along with CoE and LTPO.

According to South Korea’s ZDNet, Samsung is making additional investments to advance its small and medium-sized OLEDs. The move is seen as a preemptive response to demand from its key customer, Apple.

Samsung Display has recently started supplementary investment in its Asan A4-2 line. The A4-2 line is a 6th-gen small and medium-sized OLED production line, primarily used to manufacture OLED panels for phones.

On March 31, Shinsung E&G signed a system sealing construction contract worth 15.2 billion won (~ $10.03 million) with Samsung C&T. The contract runs through March next year, and the equipment will be supplied to Asan.

While not explicitly stated, industry sources say the initial investment will be focused on Samsung Display’s A4-2 line. The company is also reported to have discussed orders for supplementary investment equipment with several partners.

Adding certain OLED display processes can lead to a partial loss in deposition equipment capacity, and the investment aims to offset that. The scale of this supplementary investment is estimated at 300–400 billion won.

The focus of the investment is on strengthening backplane technologies such as Color Filter on Encapsulation (CoE) and next-generation Low-Temperature Polycrystalline Oxide (LTPO).

This investment is interpreted as a move to meet demand from Apple. Apple is expected to apply CoE for the first time in its first foldable iPhone.

While Samsung Display already has lines capable of handling the CoE process, it is preparing for the future expansion of its product lineups, including the iPhone Air 2.

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