Counterpoint analysts predict the foldable smartphone market will shift from recovery to sustainable expansion in 2026. After normalizing inventory last year, manufacturers will aggressively push foldables this year, driven by technological advancements and improved execution. Book-style foldables, now accounting for 52% of sales, are expected to reach 65% share due to better hardware and shifting consumer perception viewing them as productivity tools rather than novelties.

The anticipated release of Apple's foldable iPhone this fall is expected to significantly boost sales further. Samsung, doubling down on book-style designs, is rumored to release a wider foldable to compete directly with the first iPhone Fold. Honor and Oppo are also reportedly developing wide foldables.

Companies will continue offering clamshell foldables as complementary devices in premium segments.