The Apple iPhone Ultra might well be one of the most anticipated consumer devices of the year, especially given the intriguing prospects of its revolutionary creaseless display, made all the more intriguing by the disappointing real-life results from Chinese competitors like the Oppo Find N6, whose foldable display crease gradually becomes more pronounced with time. Now, TrendForce has published an interesting report, noting that Apple might be pinning its hopes for a genuine creaseless foldable display on a specific glue. Apple's secret sauce for the iPhone Ultra's creaseless foldable display revealed in detail While declaring that Apple's iPhone Ultra will […]

Read full article at https://wccftech.com/the-secret-sauce-to-iphone-ultras-creaseless-foldable-display-might-be-the-humble-glue/

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.

Related article:

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

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The first Apple foldable iPhone appears to be delayed again: details surfacing from the supply chain suggest serious engineering problems during the test phase.

We’re talking core design validation failures, the kind that force teams to tear back to fundamentals before the device moves toward mass production. Apple had lined up an initial production target somewhere between 7 and 8 million units.

Worth remembering that the number exists because Apple believed demand would be there. It probably still is, but demand doesn’t matter if the hardware isn’t ready to ship, as per the NikkeiAsia report (via Jukan).

Here’s the thing about building a foldable: the problems are always the same.

• Hinge durability
• Crease visibility
• Internal display reliability over thousands of cycles
• Structural integrity after real-world abuse

Samsung knows this intimately because the company bled for it publicly. The company spent years perfecting foldables with each generation. The current foldable lineup operates on a foundation that took years to stabilize.

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The first foldable iPhone has to be close to perfect. Apple’s entire market identity depends on it. A stumbling debut isn’t just bad PR; it’s a category-defining mistake that competitors will reference for a decade.

A late entry into a mature category requires something more than polish. It requires a genuinely different product, and right now Apple is still figuring out if its product can even survive testing.

The post Samsung spent years fixing foldables, now Apple is learning why that was so hard appeared first on Sammy Fans.