Institutions: Apple's Entry Drives Significant Rebound in Foldable Phone Panels, 2026 Full-Year Shipments Expected to Reach Approximately 27.5 Million Units 机构：苹果入局推动折叠手机面板大幅反弹，2026年全年出货量预计将达到约2750万片

Summary

Counterpoint Research predicts that global shipments of foldable smartphone panels will reach 27.5 million units in 2026, representing a year-over-year growth of approximately 24% compared to 2025.
Revenue in the foldable panel market is expected to reach $4.4 billion, marking a year-over-year increase of roughly 48%, signaling a return to an expansion cycle for this category after a period of adjustment.
High-end projects from Apple and Samsung will serve as key drivers, boosting market growth through higher average selling prices (ASP) and optimized product mix.

Deep Analysis

TL;DR

• Counterpoint Research predicts that global shipments of foldable smartphone panels will reach 27.5 million units in 2026, representing a year-over-year growth of approximately 24% compared to 2025.
• Revenue in the foldable panel market is expected to reach $4.4 billion, marking a year-over-year increase of roughly 48%, signaling a return to an expansion cycle for this category after a period of adjustment.
• High-end projects from Apple and Samsung will serve as key drivers, boosting market growth through higher average selling prices (ASP) and optimized product mix.

Why It Matters

For professionals tracking consumer electronics hardware trends, this report highlights the inflection point where the foldable screen market shifts from an adjustment phase to a new growth cycle, particularly due to the structural changes brought by Apple’s entry. It helps investors and supply chain companies anticipate demand fluctuations and identify high-value opportunities over the next two years.

Technical Analysis

• Market Size Forecast: Shipments of foldable smartphone panels are projected to reach 27.5 million units in 2026, a 24% increase from 2025; revenue is expected to hit $4.4 billion, up 48% year-over-year.
• Growth Drivers: Market recovery relies not only on the natural rebound in shipment volumes but also on high-end model projects led by Apple and Samsung, which drive increases in average selling price (ASP) and optimize the product structure.
• Market Cycle Assessment: The report indicates that after a mild adjustment in 2025, the foldable panel market will officially enter an expansion cycle in 2026.

Industry Insights

• Significant Apple Effect: Apple’s entry into the foldable screen sector as an industry giant will greatly boost supply chain confidence and accelerate technological iteration. Relevant component suppliers should position themselves early to capture potential order increments.
• Premiumization is Key to Profitability: Relying solely on shipment volume growth is no longer sufficient to maintain high margins. Manufacturers need to focus on the premium segment, achieving significant revenue growth by raising ASPs and optimizing product structures.
• Supply Chain Strategy Adjustment: Given the strong growth expected in 2026, upstream panel and material manufacturers should prepare capacity reserves and conduct technological R&D during 2025 to meet the impending surge in demand.

TL;DR

• Counterpoint Research预测2026年全球折叠屏手机面板出货量将达2750万片，同比2025年增长约24%。
• 折叠屏面板市场营收预计达44亿美元，同比增长约48%，标志着该品类在经历调整后重回扩张周期。
• 苹果和三星的高端项目将成为关键驱动力，通过提升平均售价（ASP）和优化产品结构推动市场增长。

为什么值得看

对于关注消费电子硬件趋势的从业者而言，这份报告揭示了折叠屏市场从调整期转向新一轮增长的拐点，特别是苹果入局带来的结构性变化。它有助于投资者和供应链企业预判未来两年的市场需求波动及高价值机会所在。

技术解析

• 市场规模预测：2026年折叠屏智能手机面板出货量预计为2750万片，较2025年增长24%；营收预计为44亿美元，同比增长48%。
• 增长驱动因素：市场复苏不仅依赖出货量的自然回升，更得益于苹果和三星主导的高端机型项目，这些项目推动了平均售价（ASP）的提升和产品结构的优化。
• 市场周期判断：报告指出折叠屏面板市场在经历2025年的温和调整后，将在2026年正式进入扩张周期。

行业启示

• 苹果效应显著：苹果作为行业巨头进入折叠屏领域，将极大提振供应链信心并加速技术迭代，相关零部件供应商应提前布局以承接潜在订单增量。
• 高端化是盈利关键：单纯依靠出货量增长已不足以维持高利润，厂商需聚焦高端细分市场，通过提升ASP和优化产品结构来实现营收的大幅增长。
• 供应链策略调整：鉴于2026年预期的强劲增长，上游面板及材料厂商应在2025年期间做好产能储备和技术研发，以应对即将到来的需求爆发。