NuAxiSemiconductor trade intelligence
[News] Apple Foldable Rumors Roundup: Tougher Screen Layer, Crease-Free Display, and Massive Battery
What happened
Rumors indicate Apple's upcoming foldable iPhone may use a transparent polyimide (PI) film from Kolon Industries for screen protection, potentially differentiating from Samsung's PET film. The device is also rumored to feature a large battery and a crease-free 7.8-inch inner display, with a potential clamshell model to follow. Neutral: This is unconfirmed product speculation; any future demand impact on components like PI film or flexible OLED is contingent on unverified specs, launch timing, and commercial success.
Impact and signal
Low impactImpact score: 25/100
Affected components and suppliers
Flexible OLEDUTGTransparent PI FilmSmartphone Battery
Kolon IndustriesSamsung Display
new-productspeculationdisplay-tech
Source and time
Source: TrendForce · 2/18/2026 · View original source
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