Counterpoint Research：2026年折叠屏智能手机面板出货量预计将增长46%

Core Insights - The report from Counterpoint Research predicts a 46% year-on-year growth in foldable smartphone panel shipments by 2026, driven primarily by Apple's entry into the foldable market with its first foldable iPhone [1][3]. Group 1: Market Growth and Trends - Apple's procurement of panels for its foldable iPhone is expected to significantly boost market demand, reactivating the entire foldable screen market [1]. - The overall shipment of foldable smartphones is projected to grow by 14% in 2025 and by 38% in 2026, with book-style models maintaining a dominant position [3]. - The average selling price (ASP) of foldable panels is anticipated to rise significantly, benefiting companies like Samsung Display, which is expected to surpass a 50% market share [3]. Group 2: Consumer Preferences and Market Dynamics - There is a growing consumer demand for larger screens and enhanced multitasking capabilities, leading to the popularity of book-style foldable designs despite their higher prices [5]. - The book-style foldable smartphones are rapidly gaining traction, with Samsung's Galaxy Z7 series showing that the Fold model's sales have surpassed that of the Flip model during the early sales phase in the second half of 2025 [3].