For years, foldable smartphones promised a bold future but failed to reach mass appeal. High prices, fragile designs, and limited software support kept the category small. Now, however, analysts believe a major shift is coming. According to industry forecasts, Apple’s long-rumored foldable iPhone could finally push the market forward.
Counterpoint Research predicts foldable display shipments will rise by 46% in 2026. This surge links directly to Apple’s expected entry into the segment. Meanwhile, IDC also forecasts growth, though at a steadier pace.
Why Apple’s Entry Changes Everything
Apple waited while rivals like Samsung and Huawei tested early foldable designs. As a result, Apple may avoid early mistakes. Analysts argue this timing gives Apple a major advantage. Its massive supply orders alone could reshape production plans across the industry.
Suppliers already prepare for higher volumes and advanced OLED panels. In addition, Apple’s arrival often brings strong media attention and consumer trust. That combination could help foldables reach buyers who ignored them before.
Book-Style Designs Take the Lead
Research firms expect book-style foldables to dominate the next growth phase. These phones open like small tablets and offer more workspace. Because of that, Counterpoint believes they will lift average display prices in 2026.
IDC agrees on growth but differs on speed. While Counterpoint sees a sharp jump, IDC views 2026 as a pivot year, not a full reset. Still, IDC estimates Apple could claim over 20% of unit share and nearly one-third of foldable revenue in its first year. Pricing may land near $2,400, signaling a premium focus.
Challenges Still Remain
Despite optimism, problems persist. Many buyers still worry about hinge durability, screen creases, and battery life. In addition, app developers often fail to optimize software for flexible screens.
However, Apple’s tight control over hardware and software could smooth this transition. Better app support and clearer retail messaging may finally give foldables a clear purpose.
2026 Could Be the Defining Year
Analysts now see 2026 as a critical moment. Panel makers expand capacity, and vendors rewrite plans. If Apple succeeds, foldables may move beyond niche status. If not, the category may need more than innovation alone to survive.
