Apple's first foldable, the iPhone Duo, arrived September 9 at roughly $2,000. The most valuable single component is the inner foldable OLED panel, and Samsung Display won a reported three-year exclusive to supply it, with an initial order of about three million units. BOE, which supplies foldable OLEDs to other brands, reportedly did not meet Apple's specifications. That fits a wider pattern. BOE supplied about 14 percent of Apple's iPhone OLED panels in the first quarter, and its shipments to
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