With rumors continuing to suggest that Apple will release its first foldable iPhone as soon as 2026, a new report by Counterpoint Research suggests it will be a huge boon for foldable display makers.
In its latest Foldable-Rollable Display Shipment Tracker, Counterpoint Research suggests that foldable panel shipments will increase by as much as 46% year over year in 2026. And it’s the iPhone Fold that will drive that.

“Apple is the key driver as it starts to procure panels for its first foldable iPhone,” Associate Director Guillaume Chansin said via the report. “We also think a foldable iPhone is going to reinvigorate the broader market, helping to massively grow panel shipments in 2026.”
That report goes on to say that the year will see book-type panels solidify their position as the main option for foldable phones.
“We are moving into a new era where book-type foldables will be the main form factor for the segment,” added Chansin. “This is significant for the foldable panel sector on several levels. It means we will see a material bump in ASPs (average selling prices) next year; it is also a huge boon for Samsung Display, which will see its market share rise past the 50% mark.”

As a result, it’s thought that multi-fold panels, like the one found on the new Galaxy Z TriFold, will account for a low single-digit share of the foldable panel market.
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