Updated
Updated · Samsung Magazine · Jun 5
Samsung Cuts 2026 Foldable Sales Goal to 5-6 Million as Supply Strains Reshape Mix
Updated
Updated · Samsung Magazine · Jun 5

Samsung Cuts 2026 Foldable Sales Goal to 5-6 Million as Supply Strains Reshape Mix

3 articles · Updated · Samsung Magazine · Jun 5

Summary

  • Samsung has lowered its 2026 combined sales target for the Galaxy Z Fold8, Z Fold8 Ultra and Z Flip8 to 5-6 million units, down from an earlier 7 million plan.
  • Supply-chain pressure drove the revision, pushing the company back to a more conservative stance after targeting about 6 million sales for the 2025 foldable lineup.
  • The new mix now calls for 2-2.5 million Z Fold8 Ultra units, roughly 1.5-2 million Z Fold8 units and about 1.5-2 million Z Flip8 units.
  • That shift sharply boosts the wider-screen Fold8 model from an earlier 500,000-unit plan, with display and component shipments already rising and potentially reaching 2 million by year-end.
  • Samsung is expected to unveil the new foldables on July 22 in London, positioning the lineup against Huawei's foldables and a potential Apple iPhone Ultra.

Insights

Is Samsung's big bet on a wider foldable a masterstroke against Apple or a high-stakes gamble?
Will a bigger battery make users overlook the Z Fold 8's unimproved screen crease?
Can new AI software finally make foldable phones a mainstream success before Apple enters the race?