Group 1 - Apple will exclusively use Samsung OLED panels for its first foldable iPhone set to launch in the second half of next year, highlighting Samsung's technological advantage in reducing screen creases, a key factor in foldable phone design [1] - Samsung plans to start full supply of the OLED panels by the end of this year or early next year, with the foldable iPhone expected to feature a high-end OLED panel similar to the 7.8-inch iPad Mini and an external display of approximately 5.5 inches [1] - The expected price of the foldable iPhone is around $2000, directly competing with Samsung's Galaxy Z Fold [2] Group 2 - Industry insiders note that Samsung's six years of expertise in foldable OLED technology since the launch of the Galaxy Fold in 2019 was crucial for securing this exclusive contract [2] - Apple prioritizes quality over price when selecting component suppliers, making Samsung the only viable option [2] - The anticipated supply volume for the foldable iPhone may exceed initial estimates of 9 million units, potentially reaching over 15 million units [2] Group 3 - The significant demand for the foldable iPhone could reignite growth in the foldable OLED market, which saw a slight increase of 2.9% last year according to Counterpoint Research [2] - This strategic partnership is expected to impact Samsung's market share in the foldable OLED sector, which dropped to nearly 40% last year due to intense competition, but is projected to rise significantly to around 70% next year as foldable OLED deliveries commence [2] - Apple's entry into the foldable phone market is likely to attract interest from high-income consumers in North America and may act as a catalyst for the overall market's growth [3]