Counterpoint: Apple's foldable iPhone expected to boost foldable panel shipments 24% in 2026
By
Marcus Mendes
2d ago· 3 min readenNews
Summary
A Counterpoint Research report indicates that Apple's anticipated entry into the foldable phone market (likely the "iPhone Fold") will drive a 24% increase in foldable smartphone panel shipments in 2026, with revenues expected to rise by about 48% year-over-year. This comes after a 7% decline in foldable panel shipments during Q1 2026, suggesting Apple's involvement will revitalize the category.
Source
bskyCounterpoint: Apple's foldable iPhone expected to boost foldable panel shipments 24% in 20269to5mac.comKey quotes
· 4 pulledFoldable phone panel shipments expected to grow 24%
Apple's entry into the foldable phone market will help drive a 24% increase in foldable smartphone panel shipments this year
revenues expected to rise by around 48% YoY
foldable smartphone panel shipments declined 7% during Q1 2026
Apple’s entry into the foldable phone market will help drive a strong rebound in foldable smartphone panel shipments this year.
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