Apple is currently focused on ramping up its iPhone production in light of the tariffs imposed on goods from China. While U.S. President Donald Trump’s decision to exempt smartphones from these tariffs helps mitigate price increases, Apple is not taking any chances.

The company has been proactive, flying iPhones into the U.S. to circumvent the impending tariffs and ensure a steady supply of its flagship products. In this strategic production surge, Apple has raised its production target for the second quarter of 2025 by 15%.

This increase inevitably means a higher demand for essential components, particularly displays. Samsung Display, a major player in the smartphone display market, stands to benefit significantly from this uptick in Apple’s production needs.

As one of Apple’s largest suppliers, Samsung Display derives over 40% of its revenue from the tech giant. This symbiotic relationship is expected to intensify, as Apple’s demand for displays increases alongside its production goals.

With Apple set to order more displays to fulfill its iPhone production plans, Samsung Display is poised for a considerable revenue boost. Despite the current situation, the long-term impact of tariffs and economic uncertainties remains unclear.

The complex landscape of international trade and manufacturing continues to evolve, and as Apple navigates these challenges, partnerships with companies like Samsung Display will be crucial for maintaining product availability. This scenario highlights the ongoing interplay between significant tech firms and their suppliers and suggests that further developments are likely as companies adapt to changing market conditions.