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報導· Apple· 發布於 2026年8月20日
iPhone 銷售強勁，推升 Samsung Display 柔性 OLED 面板出貨
Samsung Display 2026 年上半年出貨約 1.2 億片柔性 OLED 智慧型手機面板，年增 35%；The Elec 報導稱，該公司約占全球柔性 OLED 面板出貨增量的 65%。
情報判讀
訊號摘要
報導引述 Sigmaintell 預測，下半年柔性 OLED 需求仍將維持強勁，部分原因與預期中的 Apple 產品發表有關，包括 9 月推出 iPhone 18 Pro 與可摺疊 iPhone 機型。這些產品目前仍屬預期，來源未提供 Samsung Display 為 iPhone 出貨的確切面板數量。
為什麼值得注意
Samsung Display 在上半年全球柔性 OLED 面板新增出貨中占約 65%，顯示強勁的 iPhone 銷售正對其面板業務形成實質支撐；若下半年需求預測成真，Apple 預期中的新產品可能延續這項供應鏈動能，但目前尚非已完成的產品發表。
來源證據
先看主要證據，再查看佐證來源與來源脈絡。
主要證據
1Strong iPhone Sales Are Giving Samsung Display a Big OLED Boost
Tim Hardwick
“Strong iPhone sales have helped boost flexible OLED display shipments from Samsung Display so far this year, according to a report from The Elec . Samsung shipped approximately 120 million flexible OLED smartphone panels in the first half of the year, up 35 percent year-over-year.…”
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