Samsung may earn more from iPhone Duo panels than from Galaxy phones

Samsung is the sole OLED supplier for the foldable iPhone Duo under a three-year deal and also supplies panels for the iPhone 18 Pro. Analysts estimate iPhone Duo displays could bring Samsung hundreds of dollars per device, while the foldable panel market is set to reach $4.4 billion by the end of 2026, up 48% year over year.

• Samsung is the exclusive OLED supplier for the iPhone Duo for three years
• iPhone Duo panels could bring in hundreds of dollars per device
• Foldable panel market to reach $4.4 billion by end of 2026, up 48%
• Samsung made about $110 per display for the iPhone X