In response to rising component prices, Apple has extended how long it holds OLED display panels in reserve, according to a report from ETNews, citing industry sources in South Korea.
Apple apparently moved from a four-week display supply buffer to six weeks starting in the second quarter of 2026. The move is unusual since Apple has long treated inventory as a cost to be minimized rather than built up, operating one of the leanest supply chains in the industry.
Deliberately stockpiling more panels for longer marks a noticeable shift in that approach, reportedly driven by a sharp rise in memory chip prices that’s rippling out to other components. Buying more panels upfront, especially during quieter periods of sales cycle, will help the company stabilize prices.
Apple already raised prices on 14 products, including all Macs and iPads, in June. The iPhone 18 Pro is widely expected to see a price hike when it launches next month.
Samsung Display and LG Display remain Apple’s primary iPhone OLED suppliers, with BOE supplying a much smaller share out of China. A display industry official told ETNews the longer holding period is likely to stick, and expects it to stretch further once the iPhone 18 Pro and iPhone 18 Pro Max launch.
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