Apple reportedly paying ~$250 per foldable panel — making it one of the priciest components in the device.
According to Chinese leaker Instant Digital, Samsung Display locked in a 3-year exclusive to supply foldable OLED panels for the iPhone Duo and future iterations.
The Duo is expected to debut Samsung's new M16 OLED stack — designed to deliver better brightness, color accuracy, longevity, and power efficiency vs. prior-gen OLED tech.
If true, this marks a significant hardware bet by $AAPL on premium foldable form factors, with Samsung securing pole position as the sole supplier through at least 2027.
Watch how this plays into Apple's margin structure and whether the Duo pricing reflects the component cost premium.
According to Chinese leaker Instant Digital, Samsung Display locked in a 3-year exclusive to supply foldable OLED panels for the iPhone Duo and future iterations.
The Duo is expected to debut Samsung's new M16 OLED stack — designed to deliver better brightness, color accuracy, longevity, and power efficiency vs. prior-gen OLED tech.
If true, this marks a significant hardware bet by $AAPL on premium foldable form factors, with Samsung securing pole position as the sole supplier through at least 2027.
Watch how this plays into Apple's margin structure and whether the Duo pricing reflects the component cost premium.