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Foldable Smartphone Sales to Rise 20% This Year Due to 'iPhone Ultra'

Global foldable smartphone shipments are projected to rise by 20% in 2026, bolstered by the anticipated launch of Apple’s first foldable device and continued expansion across the industry.

Key Points

  • Global foldable smartphone shipments are forecast to grow 20% in 2026 despite rising memory costs and logic chip supply constraints.
  • Apple is reportedly preparing to launch its first foldable iPhone alongside the iPhone 18 Pro series this September.
  • Suppliers have been instructed to prepare for an initial production run of approximately 10 million units for Apple's new foldable device.
  • Samsung is expected to maintain its market leadership while competing against new foldable offerings from Huawei and other major manufacturers.
  • Industry analysts identify the fourth quarter of 2026 as the critical period for peak sales and overall market growth.

Why it Matters

The entry of Apple into the foldable market signals a significant maturation phase for the category, likely driving broader consumer adoption and increased competition. This shift could stabilize the premium smartphone segment as manufacturers leverage new form factors to offset rising production costs and supply chain volatility.
MacRumors Published by Hartley Charlton
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