The foldable smartphone market has hit an unexpected roadblock, with the first-ever year-over-year decline in sales recorded in Q3 2024. However, industry experts believe Apple's rumored entry into the foldable device arena in 2026 could breathe new life into this struggling segment.
According to display analyst Ross Young, Apple plans to launch its first foldable iPhone in the second half of 2026. The device is expected to feature a screen size between 7.9 and 8.3 inches, potentially adopting a next generation of iPhones similar to Samsung's Galaxy Z Flip series. This design would allow the device to fold vertically, creating a compact form factor while maintaining a full-size display when unfolded.
The timing of Apple's entry comes at a critical juncture for the foldable market. After experiencing robust growth of over 40% annually from 2019 to 2023, the sector has dramatically slowed, with only a 5% increase expected in 2024, followed by a projected 4% decline in 2025. Current demand appears to have plateaued at around 22 million panels.
However, Young predicts Apple's market influence could trigger a remarkable turnaround. The analyst forecasts over 30% growth in the foldable market in 2026, followed by sustained 20% growth in both 2027 and 2028. This optimistic outlook stems from Apple's technological gap and its history of revolutionizing product categories.
While the foldable iPhone shows promise for market revival, questions remain about its impact on competitors. The success of Apple's entry could determine whether innovative foldable technology becomes a mainstream feature or remains a niche offering in the smartphone industry.
As the market awaits Apple's innovation in this space, improvements in design, functionality, and durability could help drive renewed consumer interest in foldable devices. The next two years will prove decisive for the future of this emerging technology.