Apple is locking in its foldable future and it’s doing it the Samsung way. The first foldable iPhone, tentatively named iPhone Ultra, will solely rely on Samsung Display and Apple might have already banned the entry of any other firm for three years.

Multiple industry sources confirm that Apple has agreed to source iPhone Ultra phone’s foldable OLED panels exclusively from Samsung Display for the next three years.

Samsung Display reportedly pushed for the deal first. Supplying a critical component to a direct rival like Apple always needs justification, especially when Samsung’s MX Division is competing head-on in premium phones.

BOE has made progress in foldables, shipping panels to Chinese OEMs; however, yields and durability remain sticking points at Apple’s quality thresholds. LG Display is even further behind with no commercial track record in foldable panels.

Production is expected to begin in Q2, with initial shipments pegged at around 3 million units this year. Even with Apple entering the segment, scaling too fast carries risk.

The foldable OLED panels will use CoE (Color filter on Encapsulation). It removes the polarizer, reducing thickness and minimizing stress in the folding area. Apple is also sticking with the M14 OLED material set, the same as iPhone 17 Pro.

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• Samsung spent years fixing foldables, now Apple is learning why that was so hard

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