Apple's iPhone Fold Seen Taking 29% of 2026 Display Orders as Foldables Rebound 24%
Updated
Updated · AppleInsider · Jul 1
Apple's iPhone Fold Seen Taking 29% of 2026 Display Orders as Foldables Rebound 24%
3 articles · Updated · AppleInsider · Jul 1
Summary
Counterpoint expects Apple’s first foldable iPhone to capture 29% of global foldable smartphone display orders in 2026, trailing Samsung at 31% and ahead of Huawei at 24%.
Late-2026 iPhone Fold demand is forecast to help lift total foldable display shipments to about 27.5 million units, up 24% from 2025, while pushing the market toward pricier book-style devices.
Samsung Display is widely expected to supply the iPhone Fold’s OLED panels, a role that could extend its recent gains after its foldable display shipment share rose to 22% in Q1 2026 from 15% a year earlier.
BOE still led foldable screen shipments with a 45% Q1 2026 share, though that was down from 52%, and reports suggest Apple is unlikely to use BOE panels for the foldable iPhone.
Tri-fold models from Huawei and Samsung are not expected to go mainstream soon because low yields and design complexity still limit broader adoption.