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传三星显示为苹果首款折叠手机打造专用生产线
WitsView睿智显示· 2025-07-11 05:43
Core Viewpoint - Samsung Display is preparing a dedicated production line for Apple's foldable products at its A3 factory, which is expected to enhance its position as a key supplier for Apple's upcoming foldable iPhone models [1][3][4]. Group 1: Production Capacity and Plans - The A3 factory has a monthly capacity of 35,000 sheets (based on 6th generation glass substrates), translating to an annual production capacity of 15 million sheets, or 1.25 million panels per month [1]. - Apple plans to launch its first foldable phone in 2024, coinciding with the release of the iPhone 18, and is expected to produce between 6 million to 8 million units of the foldable iPhone by 2026 [3]. Group 2: Supply Agreement and Market Position - Samsung Display has signed a multi-year exclusive supply contract for foldable OLED screens with Apple, leveraging its experience in mass production and supply of foldable OLED technology [4]. - Analysts believe that Samsung Display's leading position in the foldable OLED manufacturing sector gives it significant leverage, making it likely to remain the exclusive supplier even after the contract expires [4].