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IDC Sees Apple’s First Foldable iPhone Lifting 2026 Market by 30%

Samsung disputes reports of an 11 million‑panel order, leaving production volumes unconfirmed.

Overview

  • IDC projects Apple will capture over 22% of foldable units and about 34% of segment revenue in its first year, based on an estimated $2,400 average price.
  • The Mac Observer reports Samsung said the withdrawn ETNews claim about producing 11 million OLED units for Apple was inaccurate and that customers and volumes are not confirmed.
  • Earlier supply‑chain chatter inferred roughly 10 million finished devices from a purported 22 million panel plan, but those figures remain unverified.
  • Rumors point to a book‑style design with a 5.5‑inch cover display and roughly 7.8‑inch inner screen, crease‑reducing hinge work, Color Filter on Encapsulation, and an under‑display camera.
  • Forecasts and industry reports suggest a late‑2026 debut alongside iPhone 18 Pro models, with Apple’s entry expected to pressure rivals as Samsung readies a Galaxy Z TriFold.