Multiple reports citing supply-chain information say Apple is negotiating with OLED display makers to reduce the unit cost of panels for the iPhone 18 Pro Max as it faces higher component expenses, including memory chip costs. The reporting, attributed to Korea-based industry outlet The Elec and repeated by other outlets, says Apple has asked suppliers such as Samsung Display and LG Display to accept a lower price for OLED panels—initially around $70 per panel for the iPhone 18 Pro Max, with discussions indicating a possible further reduction to roughly $66.50. The sources describe the targeted drop as unusually large compared with typical generational panel-cost reductions.
The reports also note that this year’s OLED manufacturing is more technically demanding, including the use of Samsung Display’s latest M16 OLED material set for improved brightness, color, efficiency, and lifespan. This increased production complexity is expected to require process adjustments and affect yields, making the price negotiations more difficult. Representatives of Samsung Display and LG Display acknowledge industry-wide pressure to lower component and display prices. The outlets add that any impact on consumer pricing or Apple’s margins is not confirmed and would depend on final iPhone launch pricing.