Will Apple’s First Foldable iPhone Transform the Market in Late 2026?
Synopsis
Key Takeaways
- Apple's foldable iPhone is set to launch in late 2026.
- The US foldable smartphone market is predicted to grow by 68% in 2025.
- Apple's entry could reshape brand dynamics and consumer demand.
- Samsung maintains leadership with its refreshed Galaxy series.
- Motorola is quickly closing the gap in the clamshell segment.
New Delhi, Oct 25 (NationPress) Apple’s anticipated foldable device, projected to launch in late 2026, has the potential to transform consumer perceptions and propel foldable smartphones into a new era of mainstream popularity, as noted in a recent report.
The significant structural change is expected when Apple unveils its inaugural foldable iPhone in late 2026.
As per the insights from Counterpoint Research, Apple's entry into the market would significantly elevate consumer awareness and boost replacement demand among affluent consumers.
With Apple’s influence in the tech ecosystem, the upcoming launch could notably alter brand dynamics and enhance overall market volumes.
The report forecasts a remarkable 68 percent growth in the US foldable smartphone market in 2025, marking the beginning of a robust growth phase following several years of experimentation.
This growth surge is driven by a wider acceptance of different form factors, enhanced durability of foldable designs, and an increasingly diverse range of offerings from multiple manufacturers.
This year, the expansion of product portfolios and ecosystem readiness are key factors shaping the market.
Samsung is poised to retain its market leadership with the revamped Galaxy Z Fold and Flip series, introducing an FE variant to improve accessibility, while also gearing up to reveal its highly anticipated tri-fold device later this year.
On the other hand, Motorola is swiftly expanding its Razr series through broader carrier partnerships in the prepaid segment, quickly closing the gap with Samsung compared to previous cycles.
The report highlights that Google’s Pixel 10 Pro Fold, launched in October 2025, occupies a niche between Samsung’s premium devices and Motorola’s lifestyle-centric designs, testing the brand’s ability to translate its AI-focused Android experiences into distinctive hardware.
Liz Lee, Associate Director at Counterpoint Research, remarked that while Samsung continues to excel in maturity and ecosystem capability in 2025, Motorola’s rapid growth in the clamshell segment and Google’s AI-oriented strategy are reshaping the competitive landscape.
Lee also noted that Apple’s eventual entry in 2026 will not only broaden the market but also solidify foldables as a standard premium smartphone format.