According to Counterpoint Research, Apple’s entry into the foldable phone market will help drive a strong rebound in foldable smartphone panel shipments this year. Here are the details.
Foldable phone panel shipments expected to grow 24%
In a report released today, Counterpoint Research says that Apple’s entry into the foldable phone market will help drive a 24% increase in foldable smartphone panel shipments this year, with revenues “expected to rise by around 48% YoY.”
Counterpoint notes that foldable smartphone panel shipments declined 7% during Q1 2026 compared with Q1 2025, “mainly due to brand inventory control and fewer new product launches.”
Per the report, BOE remained the market’s main supplier with 45% shipment share during Q1 2026, followed by Samsung Display with 22%, Visionox with 16%, TCL CSOT with 13%, and Tianma with 4%, after a whopping 578% YoY growth.
