Update: Samsung told me that the removed ET News report contained inaccurate information. The claim that Samsung Display plans to produce 11 million OLED units next year for Apple’s foldable iPhone does not reflect the facts. The original report was withdrawn, and details about customers or supply volumes remain unconfirmed. This article has been updated to reflect that clarification.
Original article follows:
Apple ordered 22 million OLED panels from Samsung Display for its first foldable iPhone. The size of this order shows how serious Apple is about entering the foldable market. It also sets a clear production target that goes far beyond earlier industry expectations.
In a now-deleted report, ET News said Samsung plans to produce 11 million inward-folding OLED panels and 11 million external displays for Apple next year. This plan suggests Apple wants to build around 10 million finished devices, since suppliers usually make more parts than required to cover quality checks.
These numbers stand well above early forecasts. Analysts expected Apple to ship between six and eight million foldable units in its first year. The new production plan raises that figure by more than 30 percent and signals strong confidence in demand.
Design and Display Features
The report said Apple is working on a book-style design with a 5.35-inch outer screen and a 7.58-inch folding inner screen. The device reportedly uses an improved hinge and materials that limit the crease inside the display.
In addition, Apple plans to use a Color Filter on Encapsulation system. This method removes the standard polarizer layer and builds its function into the OLED itself. This step reduces thickness and increases brightness.
The foldable iPhone is also expected to feature an under-display camera. This choice helps the internal screen look clean by avoiding any punch holes or cutouts.
If all stays on track, Apple aims to launch the first foldable iPhone next year alongside the iPhone 18 Pro and iPhone 18 Pro Max.
