It is expected that by the end of 2026, foldable smartphone panel shipments will reach approximately 27.5 million units, up 24% year-on-year; revenue is projected to reach around $4.4 billion, a year-on-year increase of 48%. After experiencing a moderate adjustment in 2025, the market will return to an expansion cycle. The growth drivers primarily stem from a recovery in shipment volumes, as well as an increase in average selling prices and product mix optimization driven by high-end projects from Apple and Samsung.
