'iPhone Fold' Arrival Expected to Cement Book-Style Era for Foldables

Foldable smartphone panel shipments are projected to jump 46% year-over-year in 2026, with Apple's entry into the market serving as the main catalyst, according to Counterpoint Research's latest Foldable-Rollable Display Shipment Tracker.

iphone fold text
"Apple is the key driver as it starts to procure panels for its first foldable iPhone," said Counterpoint's Guillaume Chansin. The research firm expects Apple's foldable iPhone to "reinvigorate the broader market," spurring massive growth in panel shipments next year.

Apple's "iPhone Fold," which we are provisionally calling it, is said to have an outer display and opens like a book to reveal a larger iPad mini-style internal display. The report indicates that Apple's entry into the market will see similar book-type foldables cement their position as the dominant form factor in 2026. Meanwhile, multi-fold panels, like those used in Samsung's Galaxy Z TriFold, will account for only low single-digit market share.

Samsung Display stands to benefit most from the shift, with its panel market share expected to climb past 50%. Samsung is also reportedly supplying the panels for Apple's first foldable. The move toward book-type designs is also expected to drive up average selling prices for foldable panels.

counterpoint foldable market growth 2026
Consumer preference appears to be shifting toward larger displays that offer tablet-like productivity. Counterpoint notes that Samsung's Galaxy Z Fold outsold the Flip model during the early sales window in the second half of 2025, which was a first for the series.

Counterpoint expects overall foldable smartphone shipments to grow 14% in 2025 and 38% in 2026. Apple's foldable iPhone is expected to arrive next year, around mid-September.

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Top Rated Comments

Dr McKay Avatar
6 weeks ago
While I don't imagine it will be the most popular model, I think it'll take a decent market share among the iPhones. I regularly see people with Galaxy Folds and those are nearly as expensive as the rumoured iPhone fold price. There seems to be a large crowd on MR though who don't have a concept of "personal preference" and will come in to say "I don't want one, so why would anyone else?"
Score: 13 Votes (Like | Disagree)
Fanboi4life Avatar
6 weeks ago
They’re trying to push foldable phones like 3D tv. Yeah no thanks, I don’t like moving parts on phones.
Score: 13 Votes (Like | Disagree)
UltimaKilo Avatar
6 weeks ago
I suspect it will be wildly successful and I may end up picking one up after the second or third generation.
Score: 8 Votes (Like | Disagree)
boswald Avatar
6 weeks ago
I guess I’ll embrace my “boomer” or “millennial” status and continue enjoying my good old slab-style phones. Now get off my lawn.
Score: 8 Votes (Like | Disagree)
contacos Avatar
6 weeks ago
I personally cannot wait for an iPhone version of this ?? I can't go back to a basic phone anymore. I only the iPhone for photos.



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Score: 6 Votes (Like | Disagree)
WarmWinterHat Avatar
6 weeks ago
Coworker showed me his new galaxy fold yesterday, and it's the first time I've held and tried one out. It was interesting, but didn't feel very rugged, which is kinda important with phones for me. I tend to use my stuff in some unforgiving environments. Anyway, he moved from either a 15 or 16 Pro Max and Apple watch, to the Fold and a Galaxy watch, and was quite happy with the switch. It's his first Android device. Asked if he was going to go back if/when Apple releases a fold and he said "naa". He liked the customization of Android, hates iOS 26/Liquid Glass, and was tried of Apple "blowing smoke up his ass".

While it was cool to check out, I don't personally see myself getting on this train. I don't need or want to carry more screen with me. Might be interesting a flip-style foldable, though.
Score: 6 Votes (Like | Disagree)