Apple (AAPL) is reportedly paying Samsung $250 per iPhone Duo for foldable OLED screens, according to Chinese leaker Instant Digital. Samsung Display has signed a three-year exclusive supply agreement with Apple. The iPhone Duo, unveiled Wednesday, features Samsung’s M16 OLED material set with improved brightness, color performance, lifespan, and power efficiency. Neither Apple nor Samsung has confirmed the report. Apple stock edged up 0.5% early Thursday after three losing sessions, closing at $315.34. Gene Munster of Deepwater Asset Management doubled his projection for iPhone Duo’s share of Apple’s fiscal 2027 iPhone revenue to 10%, calling it Apple’s biggest launch since AirPods in December 2016.
Apple (AAPL) will reportedly pay Samsung $250 per iPhone Duo sale for its foldable OLED screen technology, as reported by Chinese leaker Instant Digital.
Samsung Display has signed a three-year exclusive supply agreement with Apple to provide foldable display panels for the iPhone Duo and future models, according to the leaker.
The iPhone Duo is the first device to feature Samsung’s M16 OLED material set, which brings improvements to brightness, color performance, lifespan, and power efficiency over previous OLED generations.
Apple unveiled the Duo on Wednesday and will reportedly pay around $250 per panel, making it one of the device’s priciest components. Neither Apple nor Samsung has confirmed the report.
Apple stock now has big potential entering the new iPhone season, as Wall Street is bullish post-Apple event. Shares of Apple, Inc. (AAPL) edged about 0.5% higher early Thursday, after three losing sessions pushed the stock down to $315.34.
Gene Munster, managing partner at Deepwater Asset Management, raised his projection for how much of Apple’s fiscal 2027 iPhone revenue the iPhone Duo could bring in. He doubled it from 5% up to 10%.
Munster called it Apple’s biggest launch since the AirPods. “The Duo matters because this is the first time since AirPods in December 2016 that Apple announced a new product people will really want,” he said.
Watcher.Guru posted on Twitter: “JUST IN: Apple $AAPL to reportedly pay Samsung $250 per iPhone Duo for its foldable OLED screens.”
