Samsung's $250-per-panel deal for iPhone Duo displays locks in revenue through 2028

news18.com

Apple will reportedly pay Samsung around $250 per foldable display for its first foldable iPhone, the iPhone Duo, under a new three-year exclusive supply deal using Samsung's M16 OLED panels. The per-panel price exceeds what Samsung pays for displays in its own Galaxy Z series, making it one of the iPhone Duo's most expensive components. Samsung Display secured the exclusivity through 2028, with Apple having few alternatives as BOE failed quality tests and LG Display lacks scale. The iPhone Duo is the first device to use Samsung's newer M16 OLED material set, an upgrade from earlier plans for the M14 panels. The deal guarantees Samsung significant revenue regardless of the device's commercial performance, even as its mobile division competes with Apple.


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