Apple doesn’t like depending on anyone. But when it comes to displays for its most important products this year, the company has little choice but to lean heavily on Samsung.
The iPhone 18 Pro lineup is getting a significant display upgrade. Apple is planning to use advanced LTPO+ panels with under-display infrared technology, a move that would eliminate the visible Face ID hardware. The problem? Only Samsung Display and LG Display can produce these screens at scale.
BOE, the Chinese supplier Apple has used to diversify its supply chain and squeeze better pricing, can’t deliver. The technical requirements are too demanding, and volume production isn’t realistic for a fall launch. That leaves Samsung and LG splitting the orders.
The foldable bet relies entirely on Samsung
The situation gets more interesting with the rumored iPhone Fold. Samsung Display will reportedly be the exclusive supplier of foldable panels for Apple’s first bendable phone. No backup supplier. No hedge.
This makes sense from a manufacturing standpoint. Samsung has been mass-producing foldable displays since 2019 and has worked through multiple generations of durability improvements. Apple isn’t going to risk a botched launch on an unproven supplier.
The irony is hard to miss. Samsung Electronics will launch its own Galaxy Z Fold 7 months before the iPhone Fold arrives. Apple’s foldable will compete directly against Samsung’s flagship, yet Samsung Display profits either way.
For Samsung, this is the components business working exactly as designed. Sell to everyone, including your biggest rival.
