Apple’s long-rumored foldable iPhone is once again making headlines. According to a new report from Counterpoint Research, Apple’s first foldable smartphone—expected to launch as the iPhone Ultra could become one of the biggest drivers of the global foldable smartphone market in 2026.
The research firm predicts that Apple alone will account for around 29% of all foldable smartphone display purchases worldwide during its first year in the market. This shows just how much impact Apple’s entry could have on the premium foldable segment.
If you’ve been following foldable phone leaks, you can also check our previous Apple coverage on PassionateGeekz for the latest updates and rumors surrounding the upcoming iPhone Ultra.
Foldable Display Market Set for Strong Growth
Counterpoint Research expects the foldable smartphone display market to recover strongly in 2026 after a slower period. Global foldable display shipments are projected to reach approximately 27.5 million units, representing a 24% year-over-year increase.
Revenue from foldable smartphone displays is expected to reach nearly $4.4 billion, growing by around 48% compared to 2025. Most of this growth is expected during the second half of the year, with the third and fourth quarters contributing nearly 64% of annual shipments.
Apple’s Arrival Will Expand the Premium Foldable Segment
Rather than replacing existing leaders immediately, Apple is expected to expand the overall foldable smartphone market. The company is likely to focus on premium features such as improved durability, less visible display creases, and a larger book-style folding display.
Counterpoint believes Apple’s entry will encourage the industry to compete more aggressively in premium foldable devices while pushing innovation in display quality and reliability.
Expected Foldable Display Procurement Share in 2026
- Samsung: 31%
- Apple: 29%
- Huawei: 24%
- Other smartphone brands: Remaining market share
Foldable Display Manufacturers in Q1 2026
During the first quarter of 2026, global foldable smartphone display shipments are estimated at around 3.9 million units, which is about 7% lower year-over-year. The slowdown is mainly due to inventory adjustments and fewer new product launches.
Display supplier market share during Q1 2026 is expected to be:
- BOE – 45%
- Samsung Display – 22%
- Visionox – 16%
- TCL CSOT – 13%
- Tianma – 4%
Expected Apple iPhone Ultra Highlights
- Apple’s first foldable smartphone
- Expected launch in the second half of 2026
- Book-style inward folding display
- Premium Ultra branding
- Focus on durability and reduced display crease
- Expected to compete directly with Samsung Galaxy Z Fold series and Huawei foldables
How It Compares to Existing Foldables
Samsung has dominated the foldable smartphone category for years with its Galaxy Z Fold lineup, while Huawei has also built a strong presence in China. Apple’s entry is not expected to replace these brands immediately, but it could significantly increase consumer interest in premium foldable devices.
With Apple’s ecosystem, software optimization, and hardware integration, the iPhone Ultra may attract users who have been waiting for a foldable iPhone before switching to the new form factor.
Final Thoughts
The foldable smartphone market could enter a new phase in 2026, and Apple’s arrival appears to be one of the biggest reasons behind that optimism. If Counterpoint Research’s predictions prove accurate, the iPhone Ultra could capture nearly one-third of global foldable display demand in its debut year while accelerating innovation across the entire industry.
As more details emerge about Apple’s first foldable iPhone, competition among Samsung, Huawei, and other smartphone makers is expected to become even more exciting.
What do you think about Apple’s first foldable iPhone? Would you buy the iPhone Ultra over Samsung’s Galaxy Z Fold series? Let us know in the comments below!
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