Rumor: Apple eyeing over 5 million Samsung displays for '2026' foldable iPhone

You've probably been hearing rumors about Apple foldables for a while now, and in fact, this is perhaps the umpteenth article you've read about the topic. Still, new information from analyst Ming-Chi Kuo, claims that production of the first foldable iPhone could finally kick off later this year, pointing toward a launch in 2026. This news centers on a major component order, with Samsung being the exclusive supplier for the initial run, which neatly corroborates previous supply chain reports we have seen over the years.

Apple and Samsung are supposedly working together to solve the one thing that has bugged people since foldables became a thing: the crease. Samsung has improved its panels over time, but Apple is reportedly pushing to have it nearly invisible before any phone ships to customers. This obsession with getting the hardware perfect feels very on-brand.

After all, this is the company that is usually late to the party with new product categories, perfecting its take on devices like iPhones, iPads, the Apple Watch, and also AI. Okay, that last one isn't going smoothly for the company, but its track record with hardware is generally a different story.

And the evidence for that hardware push is now getting much more specific. The new report from Kuo (translated) claims that Samsung Display is setting up a production line with the capacity of close to 8 million units. For context, the original Galaxy Fold sold less than a million units, and Samsung has been notoriously cagey about the exact number ever since.

Despite their growing popularity, foldables are still a pretty niche category, but an initial order of this size, if true, suggests Apple thinks it can be the company to finally push them into the mainstream. Then again, Apple has not had a ton of success with its recent foray into the niche mixed-reality segment with the Apple Vision Pro, so maybe its magic touch has its limits.

Of course, you should always take this sort of information with a grain of salt until you hear an official word from Apple. The specs are not finalized, and tech timelines can change depending on production issues or last-minute tweaks.

Source

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