Skip to main content

Report: iPhone Ultra set to account for 25% of foldable smartphone shipments in 2026

Counterpoint Research is out with a new report forecasting 21% year-over-year growth in global foldable smartphone shipments in 2026, with Apple expected to capture a 25% share following its entry into this market. Here are the details.

Apple could account for one in four foldable smartphone shipments in 2026

In a report published this week, Counterpoint Research forecasts that Samsung will retain its lead in global foldable smartphone shipments in 2026, despite its share falling from 40% in 2025 to 32%.

Apple is expected to debut in second place with a 25% share, narrowly ahead of Huawei at 24%, down from 30% last year. Motorola is projected to follow with 8%, down from 12%, while HONOR’s share is expected to fall from 7% to 3%. Other brands are forecast to account for the remaining 8%, compared with 11% in 2025.

Across the market, Counterpoint expects Apple’s entry to help drive a 21% year-over-year increase in global foldable smartphone shipments in 2026, “intensifying competition in the premium book-type foldable segment.”

From the report:

“A wider book-type design could become more relevant as AI features move beyond chat-based interactions into everyday workflows. Tasks such as summarizing documents, editing content, managing schedules and moving information across apps all benefit from more screen space and a more flexible layout. For Samsung, a wider Fold model would offer a stronger canvas to show how foldables can support AI-assisted productivity in a more practical way.”

The report comes on the heels of Samsung’s announcement of its next-generation foldables, led by the new passport-style Galaxy Z Fold8.

Its shorter, wider design resembles the form factor rumored for Apple’s foldable iPhone Ultra, though Samsung mobile product chief Drew Blackard told Joanna Stern that any similarity is coincidental:

To read Counterpoint Research’s full report, follow this link.

Worth checking out on Amazon

FTC: We use income earning auto affiliate links. More.

You’re reading 9to5Mac — experts who break news about Apple and its surrounding ecosystem, day after day. Be sure to check out our homepage for all the latest news, and follow 9to5Mac on Twitter, Facebook, and LinkedIn to stay in the loop. Don’t know where to start? Check out our exclusive stories, reviews, how-tos, and subscribe to our YouTube channel

Comments

Author

Avatar for Marcus Mendes Marcus Mendes

Marcus Mendes is a Brazilian tech podcaster and journalist who has been closely following Apple since the mid-2000s.

He began covering Apple news in Brazilian media in 2012 and later broadened his focus to the wider tech industry, hosting a daily podcast for seven years.