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Foldable Smartphone Sales to Rise 20% This Year Due to 'iPhone Ultra'

Global foldable smartphone shipments are expected to grow 20% in 2026 compared to last year, with Apple's first entry into the category cited as one of the factors driving the increase, according to industry sources cited by DigiTimes.

Foldable iPhone 2023 Feature 1
The report notes that the broader smartphone market is contending with tighter supply of upstream logic chips and higher memory prices, but says the foldable segment is expected to keep expanding regardless. Samsung is expected to retain its lead in the category, while Apple, Huawei, and other brands are described as helping to drive growth, with the fourth quarter of 2026 flagged as the year's most important sales period.

Industry sources told the publication that wider foldable designs and Apple's move into foldables are giving the category a further lift. Nearly eight years of product development, along with a growing number of brand launches and a broader range of devices for buyers, have made foldables more mature and given manufacturers added momentum to expand shipments.

Apple is expected to unveil its first foldable iPhone alongside the iPhone 18 Pro models this September, and has reportedly told suppliers to prepare to build around 10 million units this year. Supply chain analyst Ming-Chi Kuo has suggested the device may not be available to pre-order until the fourth quarter of 2026, a timeline that lines up with DigiTimes' framing of that quarter as the category's key growth window.

According to the report, Samsung's own experience shows that early preorder campaigns can generate strong launch-period sales, but the bigger growth phase is expected to arrive in the fourth quarter, once foldable launches from multiple brands are already on the market. That period is seen as a key opportunity to expand overall demand and drive shipment growth. ‌DigiTimes‌ added that that most consumers already expect device prices to rise, so demand should hold up as long as increases stay reasonable.

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Top Rated Comments

PsykX Avatar
4 hours ago at 05:08 am
I'm absolutely not interested.

1. Too expensive
2. Clearly less reliable than a typical iPhone, no matter what they'll say about reliability
3. I take my phone out of my pocket and "it just works". Don't have to unfold anything, don't have to carry anything bulky.
4. I want a flagship phone because of the camera. It'll be awkward to use this as a camera and the canera won't be as good as iPhone 18 Pro according to rumors.

My opinion will most likely change with the years as it gets more reliable, less expensive (hopefully), and as it starts to compete with iPad... but the camera thing really annoys me.
Score: 19 Votes (Like | Disagree)
5 hours ago at 05:01 am
Along with worldwide debt! 😂
Score: 14 Votes (Like | Disagree)
jclardy Avatar
4 hours ago at 05:24 am

I'm absolutely not interested.

1. Too expensive
2. Clearly less reliable than a typical iPhone, no matter what they'll say about reliability
3. I take my phone out of my pocket and "it just works". Don't have to unfold anything, don't have to carry anything bulky.
4. I want a flagship phone because of the camera. It'll be awkward to use this as a camera and the canera won't be as good as iPhone 18 Pro according to rumors.

My opinion will most likely change with the years as it gets more reliable, less expensive (hopefully), and as it starts to compete with iPad... but the camera thing really annoys me.
1. Agreed, but it seems the Pro/base iPhones are also going to get a price hike.
2. By the very nature of it, more parts == more complication. So yes, 2 screens, one that folds, and a hinge, it will be less reliable by definition than a single screen rectangle that they've been building for 20 years now. Luckily, AppleCare still exists.
3. The fold will just work taking it out of your pocket, you don't have to open it. The Samsung Fold 8 is both smaller and lighter than the 17 Pro Max. So why are you carrying something bulky like a pro max brick phone in your pocket when you could get the svelte iPhone Fold?
4. This seems like a personal problem. It's awkward to use anything that isn't the "best"?

The fold is going to sell like hotcakes. It is literally selling competitor devices at numbers Samsung has never seen.

It is for people that want a small phone (folded) and an iPad Mini unfolded. I've always loved the iPad mini but hated that I had to take a bag with me to put it in since I can't just carry it in my pockets. I also loved the iPhone Mini...except for battery life, and the tiny keyboard width. This solves all those problems.
Score: 13 Votes (Like | Disagree)
4 hours ago at 05:47 am
I think there's going to be incredible excitement over this. You get the haters, and they are welcome, but going by the popularity of the Samsung Zfold 8, you can get a pretty good idea what's to come.

It's an iPhone/iPad morph, and a new form factor.
Score: 9 Votes (Like | Disagree)
Plutonius Avatar
4 hours ago at 05:51 am
The article title is somewhat misleading. There is a difference between "to" and "expected to".
Score: 6 Votes (Like | Disagree)
4 hours ago at 05:07 am

Global foldable smartphone shipments are expected to grow 20% in 2026 compared to last year, with Apple's first entry into the category cited as one of the factors driving the increase, according to industry sources cited by DigiTimes ('https://www.digitimes.com/news/a20260804PD209/shipments-market-foldable-smartphone-apple-2026.html').

foldable smartphone sales to rise this year image

The report notes that the broader smartphone market is contending with tighter supply of upstream logic chips and higher memory prices, but says the foldable segment is expected to keep expanding regardless. Samsung is expected to retain its lead in the category, while Apple, Huawei, and other brands are described as helping to drive growth, with the fourth quarter of 2026 flagged as the year's most important sales period.

Industry sources told the publication that wider foldable designs and Apple's move into foldables are giving the category a further lift. Nearly eight years of product development, along with a growing number of brand launches and a broader range of devices for buyers, have made foldables more mature and given manufacturers added momentum to expand shipments.

Apple is expected to unveil its first foldable iPhone alongside the iPhone 18 Pro models this September, and has reportedly told suppliers to prepare to build around 10 million units ('https://www.macrumors.com/2026/07/02/apple-ramps-foldable-iphone-ultra-production-10m/') this year. Supply chain analyst Ming-Chi Kuo has suggested the device may not be available to pre-order until the fourth quarter of 2026 ('https://www.macrumors.com/2026/07/05/foldable-iphone-to-repeat-iphone-x-story/'), a timeline that lines up with DigiTimes' framing of that quarter as the category's key growth window.

According to the report, Samsung's own experience shows that early preorder campaigns can generate strong launch-period sales, but the bigger growth phase is expected to arrive in the fourth quarter, once foldable launches from multiple brands are already on the market. That period is seen as a key opportunity to expand overall demand and drive shipment growth. DigiTimes added that that most consumers already expect device prices to rise, so demand should hold up as long as increases stay reasonable.

Article Link: Foldable Smartphone Sales to Rise 20% This Year Due to 'iPhone Ultra' ('https://www.macrumors.com/2026/08/05/foldable-smartphone-sales-to-rise-this-year/')
Apple foldable definitely will shakeup foldable phone market positively, dynamically and expand the foldable phone uses. So looking forward to Apple foldable!
Score: 6 Votes (Like | Disagree)

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