{"id":737679,"date":"2026-07-01T21:45:16","date_gmt":"2026-07-01T21:45:16","guid":{"rendered":"https:\/\/www.newsbeep.com\/us\/737679\/"},"modified":"2026-07-01T21:45:16","modified_gmt":"2026-07-01T21:45:16","slug":"iphone-fold-expected-to-fuel-rebound-in-foldable-phone-panel-shipments","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/us\/737679\/","title":{"rendered":"iPhone Fold expected to fuel rebound in foldable phone panel shipments"},"content":{"rendered":"

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According to Counterpoint Research, Apple\u2019s entry into the foldable phone market will help drive a strong rebound in foldable smartphone panel shipments this year. Here are the details.<\/p>\n

Foldable phone panel shipments expected to grow 24%<\/p>\n

In a report<\/a> released today, Counterpoint Research says that Apple\u2019s entry into the foldable phone market will help drive a 24% increase in foldable smartphone panel shipments this year, with revenues \u201cexpected to rise by around 48% YoY.\u201d<\/p>\n

Counterpoint notes that foldable smartphone panel shipments declined 7% during Q1 2026 compared with Q1 2025, \u201cmainly due to brand inventory control and fewer new product launches.\u201d<\/p>\n

Per the report, BOE remained the market\u2019s main supplier with 45% shipment share during Q1 2026, followed by Samsung Display with 22%, Visionox with 16%, TCL CSOT with 13%, and Tianma with 4%, after a whopping 578% YoY growth.<\/p>\n

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According to the latest rumors<\/a>, Samsung Display will be the sole supplier of panels for Apple\u2019s first foldable iPhone, a deal that should help the South Korean company build on its momentum from Q1 2026.<\/p>\n

The report notes that Samsung Display\u2019s shipments rose 37% year over year during the quarter, increasing its market share by seven percentage points.<\/p>\n

Here\u2019s Enze Qi, Senior Analyst at Counterpoint Research, on today\u2019s report:<\/p>\n

In-fold has moved from a secondary form factor to the mainstream, shifting from broad parity with clamshell in 2025 to a clear lead in 2026 as clamshell declines. The growth of in-fold is not entirely dependent on Apple; it is also being driven by productivity use cases, larger-screen experiences and stronger profitability.<\/p>\n

While Apple will not be the only factor driving the shift toward in-fold devices, Counterpoint expects its launch to play a major role in the market\u2019s rebound:<\/p>\n

The full-year 2026 story can therefore be summarized as follows: H1 tests the bottom, while H2 tests the rebound. If Apple and Samsung successfully ramp new products and deliver on user experience, foldables will re-enter a growth cycle.<\/p>\n

For Counterpoint Research\u2019s full report, follow this link<\/a>.<\/p>\n

Worth checking out on Amazon<\/p>\n

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