Apple's new iPhone Duo is projected to secure nearly 25% of the foldable smartphone market by 2026, positioning it as the second-largest player behind Samsung. This entry is expected to drive significant upgrades and increase Apple's average selling price, while potentially transforming the broader foldable market.
This filing discloses TrendForce's projection that Apple's new iPhone Duo will capture 24.8% of the foldable smartphone market by 2026, with 5 million unit shipments. This is significant because it positions Apple as a major contender in a growing, albeit niche, market, directly challenging Samsung's dominance. For traders, this represents a long-term growth opportunity for Apple, potentially boosting its average selling price and triggering a massive upgrade cycle, as noted by analysts. However, it also signals increased competition for existing players like Samsung and Huawei, who may need to innovate faster or reduce costs. The short-term implication for Apple could be production limits affecting incremental earnings for up to six months, but the long-term outlook is positive for revenue growth and market share expansion.