All foldable Apple smartphones in the coming years will rely only on Samsung screens. The Elec resource reports that Samsung Display has entered into an exclusive agreement with the Cupertino giant for a period of three years. 

It is reported that Samsung was the initiator, and Apple agreed, since it simply has no viable alternatives. There are other manufacturers of foldable OLED screens, including the Chinese BOE, but the quality of their products often does not meet Apple's requirements. 

Created by Grok

Samsung Display, in turn, plans to begin mass production of foldable OLED panels for Apple in the current quarter.  

Initial deliveries this year are expected to be only about 3 million units. This may mean that Apple is not planning very large iPhone Ultra sales this year.  

No, the foldable iPhone Ultra is not here to stay. Bloomberg says it will be released in September, like the iPhone 18 Pro/Pro Max

The source also says that foldable OLED panels for Apple will use CoE (Color filter on Encapsulation) technology, which eliminates the polarizer and forms a color filter layer on top of the encapsulating layer.

By the way, perhaps a new forecast KB Securities about Samsung's record profits next yearis based precisely on this fresh contract with Apple.