The wide folds are coming; foldable display shipments to increase by 44% in 2026, analysts say

Analysts anticipate a significant rise in the shipments of foldable displays by 44% in 2026, with Samsung playing a pivotal role in this growth. This prediction stems from the growing popularity of wider foldable devices, which have captured considerable attention in recent months. Samsung is anticipated to supply display panels for both the Galaxy Z Fold 8 and the iPhone Duo, both of which have garnered significant interest due to their innovative form factor.

According to Omdia, analysts have forecasted a 44% year-over-year increase in foldable AMOLED display shipments. This growth is primarily driven by the surge of wide foldables and the renewed interest in foldable technology, spurred by Samsung and Apple. Should the prediction materialize as expected, Samsung's dominance in foldable display shipments could expand to 66% in 2026.

However, this growth is not without challenges. Omdia projects a decline in shipments from Chinese manufacturers with high volumes as demand from Apple and Samsung intensifies. It appears unlikely that Samsung and Apple will monopolize the wide fold market, with competitors like Motorola expected to introduce similar foldables. The race for the optimal size and shape, as demonstrated by Apple's inaugural foldable iPhone, is expected to intensify, with numerous manufacturers vying to capitalize on this trend.