Apple reportedly approves Samsung Display to begin production of OLED panels (foldable display modules) for its first foldable iPhone, according to coverage based on an industry report from The Elec. Both sources say Samsung Display reached the production quality and stability thresholds Apple requires, including a reported yield rate above 80% for the relevant mass-production process. Apple’s internal threshold is described as at least a 70% yield rate.
The reporting also says Samsung Display has started operating part of its back-end production lines in Vietnam to meet an initial order of roughly 3 million panels scheduled for delivery during the year. Module production involves final assembly steps such as adding driver circuits, flexible printed circuit boards, and protective components before inspection and shipment.
Samsung Display is described as the exclusive foldable OLED supplier under a three-year agreement, implying Apple would not add other display makers for foldable OLED panels during that period. The panels are expected to use Color Filter on Encapsulation (CoE) technology and Samsung’s newer M16 OLED materials. The outlets frame this approval as an indicator that the foldable iPhone program is progressing, with some forecasts pointing to a late-2026 launch window.