According to the latest report by Counterpoint Research, shipments of foldable smartphone panels are projected to reach 27.5 million units in 2026, marking a 24% increase from 2025. Revenue is expected to hit $4.4 billion, up 48% year-on-year. After a moderate adjustment in 2025, shipments of foldable smartphone panels are set to re-enter an expansion cycle in 2026. The growth is driven not only by the recovery in shipment volumes but also by an increase in average selling prices and product mix optimization, fueled by high-end projects from Apple and Samsung.
