Overview:
We forecast the global foldable device market to reach 20.3 million units in 2025, a 24.7% YoY increase. The recent recovery of the NA foldable market and the continued growth of the Chinese foldable market have prompted us to revise our initial flat forecast. We have observed that many OEMs that had earlier planned to reduce foldable device production are now revising their plans to increase production. Furthermore, with the H1 2025 performance reaching 7.11 million units, the H2 2025 performance is projected to exceed 13 million units.
