Update: Samsung Display’s statement

Samsung Display confirmed to SammyFans that the report circulated in the Korean industry regarding the volume of foldable OLED panel supply to Apple is untrue. Samsung Display also declined to comment on specific details.

While we cannot confirm details about specific customers or potential supply volumes, we can clarify that the claim that “Samsung Display plans to produce 11 million OLED units next year for Apple’s foldable iPhone” does not reflect the facts.

Original story as follows…

Apple is apparently aiming to ship 10 million foldable iPhone next year. The company’s sales target is sharply outclassing Samsung’s entire tally. The Galaxy Z Fold 7 and Z Fold 7, even their successors, won’t reach such a mark.

According to ETNews, Samsung Display will mass-produce 11 million foldable OLED panels for Apple foldable iPhone. The OLED production target suggests that the production sales could be around 10 million units next year.

A recent report revealed that Samsung has increased its foldable sales target by 10 percent for 2026. The company is targeting around 6.7 million sales of the Galaxy Z Fold 8 and Z Flip 8, combined, which is still behind Apple’s.

The iPhone maker has just shaken its supply chain and foldable iPhone ambitions. Previously, it was anticipated that the OLED production would be between 6 to 8 million. Now, the production is targeted to hit the 11 million mark.

Samsung Display is the exclusive supplier for the foldable iPhone. The company has also supplied cutting-edge OLEDs for the Z Fold 7 and Z Flip 7. The next-gen Galaxy foldables will also source the display from Samsung D.

Apple seems quite optimistic about its first foldable product coming next year. The company will enjoy sales riding on the wave of appreciation from its loyal fanbase. However, it would benefit the worldwide foldable market for all.

It’s said that Apple asked Samsung Display to make a crease-free foldable screen. The iPhone maker doesn’t want it to show a crease like others. The device could get a 5.35-inch cover and a 7.58-inch internal screen.

An industry official stated, “Apple has many loyal customers,” and added, “As it is the first foldable phone introduced by Apple, it appears to be a strategy to convert high consumer expectations and interest into sales.”

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