Apple agreed a three-year exclusive supply deal with Samsung Display for foldable OLED panels for its planned foldable iPhone, citing other suppliers' inability to meet its requirements. The exclusivity should secure supply for Apple's launch and boost Samsung Display's near-term panel volumes, while potentially crowding out other suppliers and concentrating supplier risk.
Apple agreed a three-year exclusive supply deal with Samsung Display for foldable OLED panels for its planned foldable iPhone, citing other suppliers' inability to meet its requirements. The exclusivity should secure supply for Apple's launch and boost Samsung Display's near-term panel volumes, while potentially crowding out other suppliers and concentrating supplier risk.
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