Counterpoint Research released a report on the iPhone Duo's impact on the foldable smartphone market, display suppliers, and segment growth through 2030.

Apple is expected to account for 27% of foldable smartphone panel shipments in 2026, despite the iPhone Duo launching only next month. Samsung is expected to retain the top spot with a 33% share, following an 8% year-over-year increase in shipments. Huawei is forecast to rank third with a 25% share, two percentage points behind Apple, as its shipments decline 6%.

Looking further ahead, Counterpoint expects foldable panel shipments to grow 74% between 2026 and 2030, equivalent to a compound annual growth rate of about 15%. The report notes that Apple shipments are forecast to increase 167% from their H2-only 2026 base to 2030, lifting the brand's share by about 15 percentage points to 42%, while Samsung's shipments are expected to grow 27%, even as its share falls to 24%. Huawei, in turn, is forecast to see shipments rise just 3%, with its share declining to 15%.

Counterpoint also forecasts how foldable panel shipments will break down across in-fold, multi-fold, and clamshell designs by 2030: In-fold panel shipments are forecast to grow 79% from 2026 to 2030, raising their share from 81% to 84%. Multi-fold shipments are expected to increase 179%, lifting their share from 2.8% to 4.5%. Clamshell shipments are forecast to grow 27%, but their share would decline by about 4 percentage points to 12%.