A flurry of industry reports and analyst predictions are pointing towards 2026 as a landmark year for the foldable smartphone market, with the long-awaited arrival of an Apple foldable device expected to be a major catalyst.
Recent analysis suggests that while the growth in foldable phone shipments may appear modest in 2024 and 2025, a significant resurgence is anticipated in 2026.[1] This projected boom is largely attributed to the anticipated debut of Apple's first foldable iPhone, an event that is expected to invigorate the entire sector.[1][2]
Key industry analysts and publications have indicated that Apple is gearing up for a 2026 launch, with production lines reportedly being prepared.[2] Renowned Apple analyst Ming-Chi Kuo has reported that Apple's assembly supplier, Foxconn, is expected to commence the foldable project in late 2025, with mass production slated for the second half of 2026.[3]
Further reports from sources like Et News in Korea claim that Samsung Display has secured a deal to be the exclusive supplier of foldable OLED panels for Apple's initial launch.[4][5] It is suggested that Apple is aiming to produce between 6 and 8 million foldable iPhones in its first year.[4][5]
The entry of a major player like Apple is expected to have a ripple effect across the market, pushing other manufacturers to increase their own foldable production.[1] This increased competition and variety of devices could help transition foldables from a niche, high-end segment to a more mainstream category with a broader range of price points.[1]
While Samsung has been a dominant force in the foldable market with its Galaxy Z series, Apple's strategy appears to be one of "best, not first."[2] The company has reportedly been meticulously working to address common issues with current foldables, such as the visible crease on the screen and dust resistance, before entering the market.[2]
The anticipated price for Apple's first foldable offering is expected to be in the premium range, with some estimates suggesting around $2,000 to $2,500.[2][4] Despite the high price point, the brand's loyal customer base and the novelty of a foldable iPhone are expected to drive strong initial demand.
