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