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Leaker says Apple will pay $250 per iPhone Duo display in three-year Samsung deal

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Why This Matters

A leaker claims Samsung Display has an exclusive three-year deal to supply foldable panels for Apple's iPhone Duo at roughly $250 each, which would make the display one of the device's priciest components. That single-supplier arrangement helps explain why foldable iPhones are expected to carry premium pricing, and it cements Samsung's leverage in a category Apple is entering late.

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While memory costs are expected to comfortably lead the iPhone 18 Pro’s bill of materials, the same may not be true for the iPhone Duo. Here are the details.

Apple and Samsung Display sign three-year exclusive deal

In a new post shared on Weibo today, leaker Instant Digital said that Apple and Samsung Display signed an exclusive three-year supply agreement for foldable panels.

According to the leaker, Samsung Display will be Apple’s exclusive supplier of folding panels for the iPhone Duo “and subsequent models,” with each panel costing approximately $250.

The leaker also noted that, unsurprisingly, this is “one of the most expensive core components” of the device.

While there haven’t been credible reports on the iPhone Duo’s expected bill of materials, breaking down component costs across displays, cameras, processor, memory, and other components, Apple has shared interesting information about the materials used to build the device, including how much recycled content it contains.

From the iPhone Duo’s press release:

iPhone Duo was built with the environment in mind and drives progress toward Apple’s ambitious plan to be carbon neutral across its entire footprint by 2030. It is made with 35 percent recycled content overall, including 100 percent recycled cobalt in the battery and 100 percent recycled titanium in the 3D-printed hinge cover. iPhone Duo is manufactured with 60 percent renewable energy, like wind and solar, across the supply chain, and meets Apple’s high standards for energy efficiency and safe chemistry. Like all Apple products, its paper packaging is 100 percent fiber-based and can be easily recycled at home.

As for the device’s actual bill of materials, teardowns and other analyses may give us a better idea once it hits shelves next month.

For Instant Digital’s original post on Weibo, follow this link.

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