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LG Display sees foldables growing faster than expected, but Apple's first foldable panels reportedly go to a rival
What happened
On its third-quarter earnings call on October 22, LG Display said it expects foldable smartphones to grow faster than the market had forecast. However, the outlook carries a complication: the company reportedly does not make folding phone screens. Seung-ryong Baek, vice president for small display planning, said on the call that a customer's new foldable had drawn growing interest since pre-orders opened on October 16. The source does not state the cause.
Impact and signal
Medium impactImpact score: 30/100
Affected components and suppliers
folding phone screens
LG Display
foldable smartphonesLG DisplayQ3 earnings calldemand outlook
Source and time
Source: DigiTimes Asia · 10/22/2026 · View original source
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