Apple(US:AAPL) Huan Qiu Wang Zi Xun·2025-12-12 03:53Group 1 - The global foldable smartphone panel shipment is expected to grow by 46% year-on-year in 2026, driven by Apple's first foldable iPhone panel procurement demand, marking a new phase in the foldable screen market [1] - Apple's entry into the foldable screen market is anticipated to revitalize global market activity and significantly boost panel shipment volumes, creating new development opportunities for the supply chain [1] Group 2 - Samsung Display is projected to capture 57% of the global foldable smartphone panel market share in 2026, benefiting the most from the market growth due to its technological expertise and production capacity [3] - BOE's market share is expected to decline by 8%, while Visionox is projected to grow by 8%, TCL Huaxing by 47%, and Tianma is expected to achieve a remarkable 580% year-on-year growth, indicating strong development potential [3] - The average selling price (ASP) of foldable panels is expected to rise significantly due to the increasing trend of large-size foldable screens, which will enhance profit margins for supply chain companies and promote high-quality industry development [3] Group 3 - The foldable smartphone market is undergoing a critical transition, with the book-type (left-right fold) design expected to solidify its dominant position in 2026 [4] - The sales of Samsung Galaxy Z Fold7's left-right fold version are projected to surpass those of the top-bottom fold version for the first time, indicating a shift in market focus [4] - Consumer demand is shifting from novelty to practical value, as users prioritize "tablet-level productivity" and larger screen experiences, driving upgrades in product design towards larger internal screens and better usability [4]