A major update has emerged regarding the foldable smartphone market. On July 15, renowned TF International Securities analyst Ming-Chi Kuo revealed in a blog post on Medium that Apple has decided to use Samsung Display (SDC) technology for its first foldable iPhone.
According to Kuo’s report, Apple plans to begin mass production of the foldable iPhone in the second half of 2026. Notably, the company has chosen to abandon its proprietary seamless foldable display solution in favor of Samsung’s commercially proven display technology.
This move further strengthens Samsung’s position in Apple’s supply chain. Additionally, other Korean companies such as Fine M-Tech are also reported to have secured key roles in Apple’s display packaging operations. Reports indicate that Apple has outsourced not only the display but also its packaging to Samsung.
Apple had initially been working on its own foldable screen and rollable display technologies. However, these projects have reportedly been discontinued. This is seen as a setback for domestic screen suppliers, who may now have to wait until the second-generation iPhone Fold for new opportunities.
Brands like Samsung, Huawei, and Xiaomi have already introduced several foldable devices. Apple’s expected entry in 2026 is likely to increase competition in this segment. With its vast user base, strong brand equity, and unique design philosophy, Apple is expected to capture a significant share of the foldable smartphone market.
The launch of a foldable iPhone would mean consumers can expect more high-quality options. While technical specifications—such as the rumored 4000mAh battery or the processor—are still unknown, it is clear that Apple intends to present its first foldable device as a premium and refined product.
By choosing Samsung’s mature technology over its in-house alternatives, Apple has taken a strategic step that enhances product reliability and supports a stronger market rollout. All attention is now focused on the second half of 2026, when Apple is expected to unveil its first foldable iPhone to the public.
