Overview:

This report covers foldable smartphone shipments by brand, model on a panel procurement timeline. Further breakdowns by region as well as forecasts at the brand and model level with five-year forward views. Roadmaps, design wins, detailed product specifications, cost and technology trend analysis also provided. Entire supply chain across panel shipments, production and sell-in covered. Additional segments covered include foldable tablets and laptops.

The foldable smartphone panel market had a weak start in Q1 2026. Foldable smartphone panel shipments were about 3.9M, down 7.1% YoY and 9.4% QoQ. The full-year outlook remains positive, with growth concentrated in the second half. OEM demand is highly concentrated, with Apple as the biggest incremental variable

Samsung, Apple, and Huawei together account for above 80% of 2026 procurement. Panel supplier leadership shifts from BOE in Q1 to SDC for the full year.

Table of Contents:

Executive Summary
Foldable/Rollable Panel Demos
Current and Upcoming Models
Foldable/Rollable Smartphone Results and Forecast
Foldable Notebook/Tablet Forecast
Total Fold/Roll Display Forecast
Foldable OLED Stack Evolution
Foldable Panel Cost Forecast

Published date: June 2026

Quarterly Foldable/Rollable Display Shipment and Technology Report, Q2 2026

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