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