Multiple reports say Samsung Display has received Apple’s approval to begin production of foldable OLED display modules for Apple’s first foldable iPhone, which is widely rumored to launch under the “iPhone Ultra” name. According to TheElec, cited by outlets including MacRumors and AppleInsider, Samsung Display has achieved manufacturing yields above 80%, meeting Apple’s quality and mass-production stability requirements. Samsung’s approval is described as covering module production (including back-end assembly steps such as adding driver circuitry and protective components) rather than only earlier fabrication stages.

Reports also say Samsung Display has started operating production lines in Vietnam to support an initial order of roughly three million panels scheduled for delivery this year. One source notes the company’s Vietnam site is already running part of its back-end process with capacity available.

In addition, other rumor coverage claims Samsung Display will be an exclusive supplier of foldable OLED panels under a multi-year agreement, while other Apple devices may use different display makers. Separate reporting also points to potential hinge-related hardware challenges that could affect the overall phone timeline.