Group 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]

Group 1 - The core viewpoint of the article highlights the upcoming launch of Samsung's Galaxy Z Fold7 series, which will include two models: the standard Galaxy Z Fold7 (codename Q7) and a new tri-fold model (codename Q7M) [1][2] - The tri-fold model is expected to feature three screens and two hinges, with speculation that its model number may be SM-F968 [1] - The initial release of the tri-fold version is likely to be limited to the South Korean market, similar to the Galaxy Fold Special Edition, which was also released exclusively in Korea at the end of 2024 [2] Group 2 - The standard Galaxy Z Fold7 is anticipated to be released in July 2025, while the tri-fold version may be launched slightly later, indicating that the release schedules for the two models may not align perfectly [2] - Samsung is currently testing the firmware for the SM-F968N, suggesting that development is underway for the tri-fold model [2]