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first_img Samsung Display raises supply targets for Apple's foldable screens and iPad OLED for next year

According to a report by ZDNet Korea, Samsung Display plans to significantly increase its OLED supply for Apple's foldable smartphones and iPads next year. The target for foldable OLEDs will rise from about 8 million units this year to 15 million units next year, while OLEDs for iPads will increase from about 2 million units this year to 9 million units next year, totaling an increase from about 10 million units this year to approximately 24 million units.Apple is a core customer for Samsung Display's small-sized OLEDs. Market research firm UBI Research estimates that the total demand for OLEDs for iPhones this year is about 264.7 million units, with Samsung Display supplying about 144 million units, and a target of approximately 148 million units next year. Apple will launch its first foldable smartphone in the second half of this year, and Samsung Display plans to supply a 7.8-inch foldable OLED. Starting in 2024, iPads will adopt OLEDs in the Pro models, expanding to the mini this year and further to the Air next year.The report cites industry insiders who say that if the foldable screen is priced at around $2,500, shipments this year and next year may be approximately 6 million and 11 million units, respectively; higher prices or supply chain issues could further reduce shipments. Samsung Display's supply targets may be adjusted according to market conditions.

Analyst: Foldable iPhone may repeat the iPhone X scenario, launching later with tight supply until the end of the year

Analyst Ming-Chi Kuo from Tianfeng International Securities stated that the foldable iPhone may repeat the iPhone X scenario, being launched alongside other models but with pre-order and official sale dates delayed, and supply constraints potentially lasting until the end of 2026.From the inventory levels in the third quarter of 2026, the foldable iPhone is likely to be similar to the iPhone X in 2017, which was announced alongside the iPhone 8 / 8 Plus on September 12, but due to insufficient inventory, its pre-order and official sale dates were postponed to October 27 and November 3, respectively. Given the limited shipment of the foldable iPhone in the third quarter, pre-orders and official sales may not open until the fourth quarter of 2026.Kuo mentioned that after communicating with telecom operators, sales channels, and resale/purchasing agents, he believes that even if the foldable iPhone is priced around $2300 to $2500, demand could remain strong at least until the end of 2026. This means that once pre-orders for the foldable iPhone open, it may sell out quickly, and the waiting time for shipments could extend to 4 to 6 weeks or even longer, continuing into December.He believes that the initial scarcity of the foldable iPhone, its high recognizability, and its innovative user experience could drive up short-term resale prices, making it possible for resale prices to exceed the official price by 50% to 100%.
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