Projections indicate that by 2026, the shipment volume of foldable smartphone panels will soar to 27.5 million units, representing a notable 24% year-on-year surge. Correspondingly, revenues are anticipated to climb to around $4.4 billion, a substantial 48% increase from the previous year. The market is poised for a rebound following the adjustment period in 2025, with growth predominantly fueled by a recovery in shipment volumes, Apple's foray into the foldable smartphone arena, and the refinement of premium large-screen foldable product offerings.
Apple's inaugural foldable iPhone is slated for launch in the latter half of the year, which is expected to stimulate demand for panel procurement and elevate the significance of Samsung Display, premium large-screen foldable panels, and high-value technologies. In the initial quarter of 2026, the market share distribution among display panel manufacturers will undergo divergence. Although BOE continues to hold the lead, its market share has experienced a slight decline. Conversely, Samsung Display is exhibiting robust growth momentum, progressively closing the gap with BOE. The market trajectory in the latter half of the year will be pivotal in determining the overall growth elasticity for the entire year.