Samsung

Apple’s long-awaited entry into the foldable arena is set to reshape the industry, with Samsung Display projected to dominate the supply chain come 2026.

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Apple's 2026 foldable iPhone debut is set to reshape the industry, driving a 46% shipment surge and solidifying Samsung Display's market dominance.
A fresh analysis from Counterpoint Research projects a massive 46% year-on-year surge in global foldable panel shipments for 2026. This explosive growth is largely attributed to Apple finally stepping into the ring , as the tech giant gears up to source panels for its inaugural foldable iPhone.
Apple’s arrival is expected to do more than just move units; it will likely reinvigorate the entire category. Counterpoint predicts this debut will spark a sharp rise in supply chain demand and drive average selling prices upward. In this expanding market, Samsung Display stands out as the primary beneficiary , with forecasts suggesting it will capture a commanding 57% market share by 2026.
In terms of form factor, the “book-style” design is solidifying its position as the industry standard. These devices, defined by their expansive inward-folding screens, are increasingly favored by consumers seeking enhanced productivity and larger display real estate.
Market trends are already validating this preference. With the release of Samsung’s Galaxy Z Fold 7 in the latter half of 2025, the larger Fold model outsold the clamshell Flip variant for the first time during the early sales window. A similar shift is occurring in China , where users are prioritizing the utility of larger foldables over the lower price points of compact models.
The ripple effects across the supply chain will be significant, though uneven. While BOE may face an 8% year-on-year dip in shipment share, other players are surging ahead: Visionox is projected to grow by 8%, TCL CSOT by 47%, and Tianma is on track for a staggering 580% spike.
Looking at the broader picture , Counterpoint estimates foldable smartphone shipments will rise by 14% in 2025 before accelerating to 38% growth in 2026. With the foldable iPhone on the horizon , the sector is primed for a major infusion of both volume and technological innovation.
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