Samsung Electronics is moving roughly 10% of planned September component production for the Galaxy Z Fold8 into October after a shortage of display driver ICs (DDIs), chips that control screen pixels, limited supply for the passport-style foldable. Demand has exceeded internal projections since the device was unveiled in late July, while South Korean retail data showed Fold8 sales rose about 10% in the week after Apple unveiled its first foldable iPhone, the Duo, on Sept. 9. Samsung’s System LSI division designs the DDI and Taiwan’s UMC manufactures it on a 22-nanometer process. UMC could not provide a faster super hot run because its 22nm line was fully utilized, so Samsung is using its normal-run allocation and redirecting inventory reserved for next year’s development into current production. Officials expect the bottleneck to ease as launch demand cools through October, shifting deferred revenue into the fourth quarter. The broader test is whether Samsung can sustain momentum after Apple’s Duo reaches stores.