Apple Now Stockpiling More Components Amid Rising Prices
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…
Apple is increasing its stockpile of OLED display panels in response to a surge in component prices, according to a report from ETNews citing industry sources in South Korea. The tech giant has extended its reserve period from four weeks to six weeks, starting in the second quarter of 2026. This move, which marks a shift from Apple's typically lean supply chain, is attributed to a sharp rise in memory chip prices that is affecting other components as well.
By increasing its stockpiles, especially during quieter sales periods, Apple aims to stabilize prices. Apple has already raised prices on 14 products, including all Macs and iPads, in June. The upcoming launch of the iPhone 18 Pro is expected to see a price increase. Samsung Display and LG Display are the primary OLED suppliers for Apple's iPhones, with BOE contributing a smaller share from China.
Industry officials predict that this longer holding period could become more permanent once the iPhone 18 Pro and iPhone 18 Pro Max are released.
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