Apple Poised to Lead and Revolutionize the Foldable Smartphone Market

The foldable smartphone market is on the brink of significant expansion, with Apple emerging as a key player set to accelerate growth like never before. The much-anticipated iPhone Fold, expected in 2026, is predicted to reshape consumer interest and drive the category forward. Recent projections from IDC provide a clearer picture of how Apple's entry will influence market dynamics and value.

Apple's iPhone Fold to Command 22% of Foldable Market Share

According to estimates by IDC, the iPhone Fold is forecasted to capture approximately 22% of the foldable smartphone market. With a premium starting price of $2,400, Apple is projected to secure 34% of the market's overall value, outperforming many current competitors.

Market Growth and Emerging Opportunities

While foldables continue to represent a niche segment in terms of volume, the high average selling prices—about three times that of a regular smartphone—make them significant value drivers for manufacturers. This trend benefits all vendors in the foldable space, sparking greater innovation and competition.

Francisco Jeronimo, Vice President of Client Devices at IDC (December 2025), commented: "Apple often catalyzes mainstream adoption of new device categories. Although foldables will remain niche by volume, they will substantially impact the revenue streams for most manufacturers involved."

Upcoming Competition: Samsung's Galaxy Z TriFold

Samsung recently announced its Galaxy Z TriFold, planned for release early next year, aiming to boost consumer demand and widen foldable adoption. However, Apple’s upcoming device is expected to set a new standard.

Details and Design of the iPhone Fold

Arriving in fall 2026 alongside the iPhone 18 Pro and iPhone 18 Pro Max, the iPhone Fold will adopt a book-style design. This device will feature a 5.5-inch external display paired with a large, 7.8-inch internal screen, potentially serving as the first foldable smartphone with a crease-free display experience.

Strong Consumer Demand Expected

Given Apple’s loyal customer base and its ability to market premium devices effectively, Apple’s foldable is anticipated to sell exceptionally well. The main concern would be any major technical challenges, which currently seem unlikely.