Samsung Display (SDC) reclaimed the #1 position in the foldable smartphone panel market in Q2 2025 with a 53% share, according to the latest Quarterly Foldable/Rollable Display Shipment and Technology Report from Counterpoint Research. SDC’s return to the top spot follows a temporary dip to third place in Q1, when Huawei’s strong product ramp boosted shipments from suppliers BOE and Visionox. For the full year 2025, SDC is projected to capture 46% of global foldable panel shipments for smartphones.

Shipments of clamshell panels are expected to decline 23% YoY in 2025, while those of in- fold panels are projected to increase 13% YoY. Multi-fold panels will exhibit the strongest growth, with their shipments expected to rise 28% YoY. Although the clamshell form factor accounted for more than half of shipments in 2024, smartphone OEMs have made a strong push to refine the in-folding format with devices like the Samsung Galaxy Fold7 and Google Pixel 10 Pro Fold.

Apple is also expected to enter this seg- ment next year, with a new phone fea- turing a 7.6” in-folding OLED panel and a 5.4” OLED panel for the cover display. The main display will be manufactured by SDC and will benefit from the latest CoE (Color filter on Encapsulation) tech- nology, which eliminates the need for a polarizer and increases efficiency. SDC is expanding its A4 line and is targeting a monthly capacity of 30,000 substrates by Q2 2026. Procurement for Apple’s foldable phone is expected to account for over 40% of SDC’s total foldable panel shipments in 2026.

Apple’s first foldable phone in 2026 is expected to contribute to an 89% YoY increase in shipments for the in-folding category. Procurement volume for Apple is also expected to double the following year, which, combined with new flagship foldable phones from other OEMs, will lead to in-folding panel shipments growing 48% YoY in 2027. Double-digit growth will continue in 2028 and 2029 as well. SDC is expected to remain the top supplier of foldable smartphone panels throughout the forecast, with BOE in second place.

Dr. Guillaume Chansin

Associate Director

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