NuAxiSemiconductor trade intelligence
[News] Apple Foldable Supply Chain Takes Shape: Samsung, Foxconn, Chinese Suppliers in Focus
What happened
Apple has reportedly secured Samsung Display as the exclusive OLED panel supplier and Samsung Electronics for LPDDR5X memory for its upcoming foldable iPhone, with Foxconn as the exclusive assembler. The product is slated for a potential September unveiling with mass production planned for Q4 2026. Watch: The confirmed high-volume component orders and dedicated production lines signal a future demand shift for specific memory and display components, though immediate trading impact is indirect.
Impact and signal
Low impactImpact score: 25/100
Affected components and suppliers
LPDDR5XOLED
new-productsupply-chain
Source and time
Source: TrendForce · 4/13/2026 · View original source
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