iPhone Duo could give Apple a 25% share of foldable market in 2026
Key Points:
- TrendForce predicts Apple’s iPhone Duo will capture 24.8% of the foldable smartphone market in 2026, shipping 5 million units and helping offset a 20% decline in Android foldable shipments.
- Global foldable smartphone shipments are expected to grow marginally by 0.5% year-over-year to 20.2 million units in 2026, with Samsung leading the market at 35.1% share and 7.1 million units shipped.
- Huawei is projected to match Apple’s shipment volume and market share in the foldable segment, each expected to ship 5 million units and hold 24.8% market share.
- Apple’s iPhone Duo design prioritizes thinness by omitting a periscope telephoto camera and replacing Face ID with a side-mounted Touch ID sensor, reflecting ongoing trade-offs in foldable smartphone design.
- TrendForce anticipates that future foldable devices will integrate AI and multitasking interfaces more deeply, potentially transforming foldables into new platforms for AI applications beyond hardware innovation.