According to a new report from Counterpoint Research, global shipments of foldable smartphone panels are expected to grow 46% year-on-year in 2026. The growth will be largely driven by Apple’s entry into the foldable market, as the company begins sourcing panels for its first foldable iPhone.

Apple’s move is expected to reignite interest in the foldables category. Counterpoint believes this will lead to a sharp increase in demand across the supply chain and push average selling prices higher next year. The report states that Samsung Display will be the biggest winner, with its market share projected to reach 57% in 2026.

The research firm also expects the book-style foldable design to solidify its dominance. These devices feature large, inward-folding screens and are gaining popularity among consumers who want more productivity and bigger display areas.

Samsung’s Galaxy Z Fold 7 already showed signs of this trend. During the early sales window in the second half of 2025, the Fold model outsold the clamshell-style Flip model for the first time. Counterpoint noted a similar trend in China, where consumers are now prioritizing larger foldables despite higher prices.

On the supply side, panel makers are expected to experience uneven growth. BOE could see an 8% year-on-year decline in shipment share, while Visionox is forecast to grow 8%. TCL CSOT is expected to grow 47%, and Tianma may post a 580% year-on-year surge.

Counterpoint estimates that overall foldable smartphone shipments will grow 14% in 2025 and 38% in 2026. With Apple’s foldable iPhone on the horizon, the market is set for a significant boost in both volume and innovation.

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