iPhone Fold May Accelerate Foldable Adoption in 2026; Samsung Tapped for Displays

Samsung is pretty much a monopoly on the folding display supply. There are other manufacturers, but their contribution to the foldable market is not as significant. We know Apple wants to make its very first iPhone Fold. Their entry into the segment could grow the foldable display market by 46% next year.

There’s a new report online, a research published by Counterpoint. It goes deep into the impact that Apple’s new folding iPhone could have on the market. The company is obviously looking into a steady supply of foldable displays for this newcomer. 

Of course, Samsung is the first company they went to, trying to procure the iPhone Fold’s screen. Counterpoint predicts about a 57% increase in Samsung’s market share in display manufacturing. And the Korean display and phone maker isn’t really afraid of the competition here.

The research shows that Apple’s entry into the foldable arena is also going to benefit other devices that belong to the same category. The iPhone's latest Fold model will bring a lot of attention ot the foldable segment, and people who didn’t know this category existed will finally become aware of it.  

Again, this could inadvertently help Samsung’s Galaxy Z Fold and Flip lineup. It seems the brand is less focused on the competition. Both companies are trying to lift each other up, from what we can tell. Anyway, Counterpoint gave some figures to support that theory. 

2025 is almost behind us, so we assume this may be old data. Counterpoint says the foldable market could grow by an estimated 14% in 2025. Next year, in 2026, this growth will reach 36%. Of course, this is all based on the theory that Apple will release the iPhone Fold in 2026. It’s a reasonable assumption, but nothing’s set in stone.

Because of the iPhone Fold, Samsung Display alone will hold the biggest 57% market share in 2026. BOE may see a yearly decline of 8%. Vision X is presumed to grow by 8%. CSOT’s sales are going up by 47% and Tianmia could see its biggest supply surge yet: 580%.