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Apple Enters Foldable Market with iPhone Duo; TrendForce Predicts 25% Market Share
Electronic Technology · Computer Peripherals · cnyes · 2026-09-10
Apple has launched its first foldable smartphone, the iPhone Duo, with analysts projecting it will capture nearly 25% of the market by 2026.
What Happened
New Force in Foldables: Apple has officially launched its first foldable smartphone, the iPhone Duo. TrendForce projects 2026 shipments to reach 5 million units, capturing a 24.8% market share and establishing Apple as the second-largest player in the foldable segment after Samsung.
Supply Chain Upgrades: The iPhone Duo features advanced materials such as a titanium frame and ultra-thin flexible glass (UTG), prioritizing durability and slim design. Apple’s stringent requirements for display modules and hinges are expected to accelerate technical maturity and mass production capabilities across the foldable supply chain.
AI and Software Integration: The device deeply integrates Apple Intelligence and Siri, with iOS 27 enhancing multitasking capabilities. The combination of a large foldable screen and AI-driven features creates a unique user interface, serving as a key differentiator in the competitive landscape.
Market Restructuring: 2026 is viewed as a pivotal year for the foldable market, with Apple’s entry helping to fill the demand gap left by declining Android brand shipments. In the long term, Apple’s strategy is expected to pressure competitors to accelerate technical specifications and cost optimization, driving broader adoption of foldable devices.