Apple Prepares for iPhone 18 Pro Shortages by Stockpiling Displays

Apple is taking proactive steps to mitigate potentialsupply chain issues surrounding the upcoming iPhone 18 Pro and iPhone 18 Pro Max, slated for release in approximately one month alongside the foldable iPhone Ultra. Reports indicate the company is shifting its strategy for sourcing OLED display panels, moving to a six-week supply buffer – a significant departure from its traditional four-week approach.

Strategic Shift Amid Component Price Increases

According to a report from ETNews, this change is driven by rising component prices, particularly memory, which is impacting other parts of the production process. Previously, Apple viewed inventory as a cost-cutting measure, but now prioritizes stability and avoiding shortages. The company is holding a larger reserve of OLED panels than usual, aiming to stabilize prices ahead of the launch.

Supply Chain Challenges and Potential Delays

The iPhone 18 Pro’s launch is already facing potential challenges, with analysts suggesting all three new models could experience significant shortages due to a global RAM crunch. Adding to the complexity, an estimated $1 billion worth of A20 Pro chips are currently held at TSMC, awaiting packaging and further processing. Consumers may face extended wait times if shipment delays occur – a recent poll indicated most would wait no more than a week, with a significant portion opting for a different phone entirely.

Key Suppliers and Long-Term Policy

Apple’s primary display panel suppliers remain Samsung Display and LG Display, with BOE playing a smaller role. Despite these challenges, Apple intends to maintain the six-week supply buffer as a long-term policy, responding to ongoing supply chain pressures anticipated to persist. Competitors like Samsung appear to be navigating the situation more smoothly, with no reported issues regarding the supply of the Galaxy S26 Ultra.