According to Counterpoint Research, global shipments of foldable smartphone panels fell by 13% in the first half of 2026. The market shows a divergence: while clamshell-style panel shipments plummeted by 62%, large foldable panels grew by 35%, increasing their market share from 50% to 78%.
In the second quarter of 2026, shipments rose by 85% compared to the first quarter but remained 16% lower than in the same period of 2025. Samsung Display saw its market share climb to 66% with a 6% year-on-year growth, while BOE's share dropped to 22% following a 41% decline in shipments.
Analysts expect a strong recovery in the second half of 2026, with shipments projected to grow by 53% compared to the first half and 71% year-on-year. Apple is set to become a key driver, with its foldable models expected to account for 27% of total annual panel shipments, all concentrated in the second half.
For the full year 2026, Samsung is projected to lead with a 33% market share, followed by Huawei at 25% and Apple. Together, these three companies will control 86% of the market. Total shipments for the year are expected to rise by 23% compared to 2025.
Looking toward 2030, the market is expected to grow by 74% with a compound annual growth rate of 15%. Multi-foldable devices are projected to see a 179% increase in shipments. By 2030, Apple's market share could reach 42%, potentially reshaping the industry landscape as Samsung and Huawei's shares decline.
