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​传三星独家供苹果折叠iPhone面板
AppleApple(US:AAPL) WitsView睿智显示·2025-04-14 09:33

Core Viewpoint - Apple has decided to rely solely on Samsung Display for the OLED panels of its upcoming foldable iPhone, prioritizing screen quality over supplier diversification [1][2]. Group 1: Product Specifications and Launch Timeline - The foldable iPhone is planned for release in the second half of 2026, featuring an external screen size of 5.5 inches and a larger 7.8-inch display when unfolded [1]. - The expected launch price for the foldable iPhone is estimated to be around $2,000 [1]. Group 2: Supplier Strategy and Market Dynamics - Apple typically uses multiple suppliers to mitigate risks and enhance pricing leverage, but for the foldable iPhone, it has chosen to depend entirely on Samsung Display due to its technological advantage in foldable OLED panels accumulated since the launch of Galaxy Fold in 2019 [2]. - The anticipated annual shipment volume for the foldable iPhone is projected to reach 15 million units, significantly higher than the previous estimate of 9 million units [2]. Group 3: Industry Context and Challenges - The foldable smartphone market has seen various brands enter since Samsung's initial launch, but Apple has delayed its entry due to the technical challenges associated with foldable devices, such as increased thickness and screen creasing issues [2].