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IDC Sees iPhone Fold Driving 30% Surge in 2026 as Samsung Disputes Reported OLED Orders

Forecasts tout strong value impact even as supplier volume claims remain unverified after a withdrawn report.

Overview

  • IDC projects Apple’s first foldable could capture roughly 22% of 2026 foldable unit share and about 34% of category revenue, supported by an estimated $2,400 average price.
  • Reports widely point to a fall 2026 debut alongside the iPhone 18 Pro lineup, with Apple yet to confirm the product or timing.
  • A South Korean claim that Apple ordered 22 million OLED panels from Samsung Display was removed, and Samsung stated the figures do not reflect the facts.
  • Rumors describe a book-style device with a ~5.5-inch cover screen and ~7.8-inch inner display, an under‑display camera, COE display tech, and a crease‑minimizing hinge.
  • Supply‑chain chatter continues to place Samsung Display as the likely inner panel supplier, with early test builds and hinge engineering advances reported but not officially detailed.