GoKawiilCounterpoint: Apple to seize 25% of foldable phone market with iPhone Ultra in 2026
Counterpoint Research projects global foldable phone shipments will exceed 100 million units this year, with Apple entering the category via the iPhone Ultra and quickly capturing a quarter of the market—putting it second behind Samsung and ahead of Huawei. The firm expects Apple's share to climb to 40% the following year, surpassing Samsung. Separately, Xiaomi has launched its book-style 18 Fold in China just a day before Apple's own hardware event.
GoKawiil's interpretation of the reporting above, not reported fact.
A fast Apple ascent in foldables would reshape a segment still dominated by Samsung and Chinese rivals, likely accelerating price competition and component supply shifts across the industry. Xiaomi's timed launch signals how closely competitors are tracking Apple's foldable strategy and trying to blunt its market entry.
- Foldable phone shipments are forecast to top 100 million units globally this year.
- Apple could grab 25% market share in 2026 and rise to 40% by 2027, per Counterpoint.
- Xiaomi's 18 Fold launched in China just ahead of Apple's foldable-focused event.
Samsung Galaxy Z Fold 7 — If the article has you curious about folding phones before Apple joins the party, Samsung's Galaxy Z Fold 7 is the current benchmark and the market leader Counterpoint expects Apple to chase. It gives you a big unfolding inner display for multitasking, plus a usable cover screen for everyday quick tasks.
See Samsung Galaxy Z Fold 7 on Amazon → Affiliate link — we may earn a commission on purchases, at no extra cost to you. Product picked by AI based on this article; it is not a tested recommendation.Source: 9to5mac.com — Ben Lovejoy, 2026-09-08
Published there as: “Apple will quickly become a dominant player in folding phones – Counterpoint”
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