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IDC Sees Apple’s First Foldable iPhone Driving 30% Market Growth in 2026

Analysts project a premium price near $2,400 will give the device an outsized share of foldable revenue.

Overview

  • IDC forecasts Apple’s unannounced foldable iPhone will capture over 22% of unit share and about 34% of market value in its first year.
  • IDC’s outlook calls for foldable smartphone shipments to rise roughly 30% year over year in 2026 as Apple enters the segment late in the year.
  • A now-withdrawn ETNews report, echoed by multiple outlets, claimed Apple ordered 22 million OLED panels from Samsung Display, but Samsung says those volume details are inaccurate and unconfirmed.
  • Supply-chain reporting and leaks describe a book-style, inward-folding design around 5.5 inches closed and roughly 7.8 inches open, with an advanced hinge aimed at minimizing the crease.
  • Unconfirmed feature reports point to Color Filter on Encapsulation displays and an under-display camera, with some speculation that Face ID may be absent, and a fall 2026 launch window is widely rumored.