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The foldable market is betting on Apple to rescue a struggling category

Foldable phones are reportedly headed for a breakout year in 2026, and analysts believe the rumored iPhone Fold is the reason.

Smartphone on a reflective surface showing 9:41 AM and a red car wallpaper; beside a cute cat-shaped night light.
iPhone Fold could spur the niche foldable market

After years of uneven progress, the foldable market is allegedly preparing for a real surge. Counterpoint Research expects foldable display panel shipments to jump 46% in 2026 as Apple begins ordering parts for its first foldable iPhone.
IDC also sees a sharp rise in device shipments, and both firms say the category’s trajectory now depends on Apple’s arrival. Foldables launched with big promises and fragile hardware, and the early models earned a reputation for being too pricey for most buyers.
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