Foldable phones

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Why Samsung, Google And Possibly Apple Are Investing In Folding Smartphones
CNBCยท 2025-09-06 15:00
Market Trends & Dynamics - Foldable smartphones are gaining traction, with Samsung's Galaxy Z Fold and Flip series breaking preorder records, indicating growing consumer interest in the foldable form factor [2] - The foldable phone market, while still niche, is evolving, with more brands entering the space, including Google, Motorola, Huawei, and Xiaomi, and Apple reportedly planning to join in 2026 [3][4][5] - Foldable smartphones currently account for less than 2% of global smartphone shipments in 2024, highlighting their limited market share compared to traditional smartphones [12] Technological Advancements & Challenges - Early foldable phones faced durability issues, particularly with screen creases and hinge design, but recent models have made significant improvements in these areas [9][10][11] - Samsung's latest foldable phones have reduced thickness and improved battery life, addressing previous concerns and bringing them closer to flagship phone standards [11][12] - Apple's potential entry into the foldable market is contingent on solving durability and usability challenges, aiming for a user experience-focused approach [15][16] Pricing & Accessibility - The high price of foldable phones, ranging from $1500 to $2000, remains a barrier to mass adoption, positioning them as a niche product in the premium smartphone market [12][13] - Samsung is starting to lower prices, with models like the Flip seven launching under $1000, suggesting a trend towards more accessible pricing as the technology matures [24][25] - Industry anticipates that for foldable phones to become mainstream, the price premium needs to be in the 10-20% range relative to a normal phone [23] AI & User Experience - Samsung and Google are positioning foldables as AI-first devices, leveraging the larger screen for enhanced multitasking, immersive tools, and content creation [19][20] - The larger screen of foldable phones facilitates AI-driven use cases, enhancing productivity and creativity by reducing friction in phone usage [20][21]