According to reports from Korea, Apple has placed an order for 11 million foldable AMOLED displays from Samsung Display, to be supplied next year towards Apple's first foldable smartphone. In addition, Samsung will supply 11 million additional AMOLEDs, to be used as the external displays in the foldable iPhone.
It was initially expected that Apple will produce around 6-8 million foldable iPhones in 2025, but Apple is more confident regarding the demand for its first foldable device. This is excellent news for Samsung of course, and also for the OLED industry in general.
In 2025, it is expected that around 20 million foldable AMOLED displays will be produced, which means that Apple's demand next year will increase total production by around 50%.
Apple is (slowly) moving away from LCDs to OLEDs in all of its devices, and in 2026 the company plans to introduce both the foldable iPhone, and OLED iPad Mini devices, and its first OLED laptop (MacBook Pro). In the next few years it will also release an OLED iPad Air (2027 or 2028), and OLED MacBook Air laptops (2028).
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