iPhone Fold Expected to Boost Foldable Panel Shipments, Report Says

A new report from Counterpoint Research predicts that Apple's anticipated entry into the foldable smartphone market, with a device tentatively called the iPhone Fold, will significantly boost global foldable phone panel shipments in 2025. The report suggests that Apple's brand power and ecosystem will drive consumer adoption, reversing a recent slowdown in the foldable segment. Key details include expected panel shipment growth of over 50% year-over-year, with Apple capturing a substantial share. The report does not specify a launch date or technical specifications but highlights the competitive pressure on existing players like Samsung and Huawei.

Global Impact

Economically, Apple's foldable launch will reshape the premium smartphone market, likely capturing high-margin share and pressuring competitors' margins. Technologically, it accelerates R&D in flexible displays and hinge mechanisms, benefiting the entire supply chain.