Apple's anticipated entry into the foldable market with the iPhone Fold is set to significantly reshape component orders. Market analysis predicts the device will capture 29% of all foldable smartphone display orders in 2026, positioning it as a major player alongside established manufacturers. This influx of orders is expected to drive a rebound in the overall foldable screen market.

While Samsung is projected to retain the largest share of foldable display orders at 31%, and Huawei is expected to secure 24%, Apple's debut is a critical factor. The report indicates that Apple's move will also push the average selling price of foldable displays higher. High-end book-style foldables are cementing their dominance over more budget-friendly clamshell designs.

This shift means global foldable smartphone screen shipments are projected to reach approximately 27.5 million units in 2026, a 24% increase from 2025. Apple's decision to likely exclude BOE panels for its foldable device, potentially favoring Samsung Display, further influences supplier dynamics. The complexity of tri-fold designs will continue limiting their mass-market appeal.