Apple’s Entry to Foldable Market to Boost Demand
A recent report from Counterpoint Research reveals that global shipments of foldable smartphone panels are projected to surge by 46% year-on-year in 2026. This impressive growth is largely attributed to Apple’s anticipated launch of its first foldable iPhone, which is expected to reignite consumer interest in the foldable smartphone category and stimulate demand throughout the supply chain.
Key Specifications and Market Dynamics
The report highlights that Samsung Display will emerge as the dominant supplier in this expanding market, with its share of foldable panel shipments forecasted to reach 57% in 2026. The book-style foldable design, featuring large inward-folding screens, is predicted to maintain its stronghold on consumer preference. This format appeals to users seeking enhanced productivity and larger display areas, a trend already evident with Samsung’s Galaxy Z Fold 7, which outperformed the clamshell-style Flip model in early sales during the latter half of 2025.
Supply Chain and Competitor Insights
While Samsung Display is poised for significant gains, other panel manufacturers are expected to experience mixed results. BOE may see an 8% decline in shipment share, whereas Visionox is projected to grow by 8%. TCL CSOT is set for a notable 47% increase, and Tianma could witness a remarkable 580% surge year-on-year. These varied growth rates reflect the shifting dynamics within the foldable panel supply ecosystem as demand accelerates.
Context and Market Outlook
Foldable smartphones have steadily gained traction, but Apple’s imminent entry is anticipated to accelerate innovation and adoption rates. Counterpoint estimates overall foldable smartphone shipments will rise by 14% in 2025 and then jump by 38% in 2026, signalling a significant market expansion. The increased average selling prices expected next year further underscore the premium nature of these devices and the confidence in consumer appetite for foldables.
As Apple prepares to unveil its foldable iPhone, the foldable smartphone market is on the cusp of a transformative phase. Observers should watch closely how panel suppliers respond to this surge in demand and how consumer preferences evolve with new device offerings.