Foldable iPhones will benefit Samsung.

(Dan Tri Newspaper) - Samsung Display is predicted to benefit the most from Apple's entry into the foldable phone race. Reports indicate that the company's display panel market share could exceed 50%.

According to estimates from Counterpoint Research , the production of foldable display panels for smartphones will increase by 46% in 2026. Apple's entry into the foldable phone market is expected to be a major catalyst driving this growth.

A mock-up of a foldable iPhone (Image: 9to5mac).

"Apple will drive the market to grow even stronger. Foldable iPhones will become the main driver of increased foldable display panel production next year," said Guillaume Chansin, an expert at Counterpoint Research .

Samsung Display is predicted to benefit the most from Apple's entry into the foldable phone race. Reports suggest the company's display panel market share could exceed 50%.

Counterpoint Research forecasts that the total number of foldable smartphones shipped will increase by 14% in 2025 and 38% in 2026.

Currently, Samsung and Google are the two leading brands in the foldable phone market. IDC believes the iPhone Fold will quickly capture over 22% of the market share in terms of volume and 34% of the market value, thanks to its expected starting price of $2,400.

"Apple's launch of the iPhone Fold will mark a turning point for the foldable phone segment. Apple has the potential to attract consumers, thereby expanding its user base."

"Foldable phones are a niche segment, but they will become a key growth driver for all phone manufacturers thanks to their average price being three times higher than standard devices," said Francisco Jeronimo, vice president of IDC .

Apple could sell around 5.4 million foldable iPhones by 2026 (Image: 9to5mac).

The report estimates that Apple could sell around 5.4 million foldable iPhones by 2026. While global smartphone demand may decline, foldable phones will become the "only bright spot" in the market.

A source from South Korea revealed that Apple is testing a battery with a capacity of 5,400-5,800mAh. This battery capacity is significantly higher than the 5,088mAh in the iPhone 17 Pro Max.

Meanwhile, Instant Digital claims that the battery in a foldable iPhone will definitely have a capacity of over 5,000mAh.

Source: https://dantri.com.vn/cong-nghe/iphone-man-hinh-gap-se-giup-samsung-huong-loi-20251213005742714.htm