Apple's long-rumored foldable iPhone is taking shape as Samsung Display, DS Neolux, and BH reportedly secure roles in its supply chain. Backed by Samsung Display's exclusive panel development and mass production experience, the project is advancing through prototyping, with a market launch expected as early as the second half of 2026.
Samsung Display leads foldable panel development
South Korean media ET News reported that Samsung Display, OLED material supplier DS Neolux, and flexible PCB maker BH are set to enter Apple's supply chain for the foldable iPhone. Samsung Display has been exclusively developing the foldable OLED panels, with a dedicated production line already established at its Asan A3 plant. Industry sources expect Samsung Display to remain the sole supplier of foldable OLEDs for years, given its early development and mass production experience.
DS Neolux is expected to provide the Black PDL, a key material in Apple's planned polarizer-free (CoE) technology for foldable displays. Innox Advanced Materials is seen as a strong candidate for protective films, having supplied similar components for current iPhones, while Fine M-Tec may compete with Chinese rivals in supplying backplates.
Apple targets 2H26 launch
Supply chain sources told DIGITIMES Apple began its P1 (Prototype 1) phase for the foldable iPhone in June. If development progresses as planned, EVT (Engineering Verification Test) could start by late 2025, paving the way for a market launch in the second half of 2026. In contrast, Apple has delayed foldable iPad development, citing higher component complexity, costs, and weaker consumer acceptance.
Bloomberg and analyst Ming-chi Kuo expect the foldable iPhone, possibly named iPhone Fold, to feature a 7.8-inch inner display and a 5.5-inch cover display, with thickness ranging from 9–9.5 mm when folded and 4.5–4.8 mm when unfolded. It may include a new Meta Lens front camera, dual rear cameras, and Touch ID integration on the side button. Pricing is projected at around US$2,000. JPMorgan research suggests Apple will adopt a book-style inward fold design, with the launch aimed at the premium segment.
Article edited by Jerry Chen
