AppleS Foldable iPhone Set to Ignite 46% Surge in Foldable Display Shipments in 2026
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Apple’s anticipated entry into the foldable smartphone market with the “iPhone Fold” is poised to dramatically reshape the industry, with shipments of foldable display panels expected to jump 46% in 2026. The arrival of a foldable iPhone is predicted to act as a powerful catalyst, reinvigorating a market currently seeking renewed momentum.
According to a recent report by Counterpoint Research, apple’s foray into this space will mirror the impact the original iPhone had on the touchscreen smartphone revolution. “it’s similar to the era when smartphones were touch screens without buttons when the iPhone was first released,” one analyst noted.
The “Book-Style” Design Gains Traction
The iPhone Fold, currently known only by its working title, is rumored to feature a design that unfolds like a book, revealing an inner display comparable in size to the iPad mini. This “book-style” form factor is gaining popularity among consumers, who increasingly desire larger screens with tablet-like functionality.
This preference is reflected in recent sales data: the Samsung Galaxy Z Fold outsold the Z Flip in early sales figures, and for the first time, maintained that led throughout the second half of 2025.
Samsung Poised to Benefit from Apple’s Entry
While more complex, multi-folding designs – such as those found in Samsung’s Galaxy Z TriFold – are expected to remain a niche segment, accounting for only a single-digit share of the market, Samsung Display is projected to be the biggest beneficiary of the overall growth. The company’s panel market share is forecast to exceed 50%.
Reports indicate that Samsung will also supply the screen panels for the initial production run of the iPhone Fold, further solidifying its position as a key player in the foldable display ecosystem. This collaboration underscores the industry’s reliance on Samsung’s expertise in this emerging technology.
Foldable Smartphone Market Growth Forecast
The foldable smartphone market is already demonstrating strong growth,with counterpoint predicting a 14% increase in shipments in 2025,accelerating to a significant 38% growth in 2026,and culminating in the 46% surge anticipated with the iPhone Fold’s release in 2026. This growth signifies a broader acceptance of foldable technology and its potential to disrupt the traditional smartphone market. The iPhone Fold isn’t just a new product; it’s about validating and accelerating the entire foldable category, signaling a new era of innovation in mobile technology.
Source – https://www.macrumors.com/2025/12/12/iphone-fold-book-style-era-foldables/
