According to media reports, Apple plans to determine the final supply chain for the foldable iPhone by April this year, and is expected to start mass production of related components in the second half of this year. The phone is expected to be released in the second half of 2026.
In this regard, people familiar with the matter said that the news about Apple’s folding screen is true, and Apple will make major innovations in the process of folding screen products to improve the smoothness of the screen folding and control the creases, which have a greater impact on the user experience. In terms of folding method, Apple chose a book-like folding solution, and the importance of such products in the mobile office scene of business people is increasing.
Data shows that since the advent of foldable screen mobile phones in 2019, the Chinese market has grown by more than 100% for four consecutive years. Institutions estimate that global shipments of foldable screen mobile phones will remain at around 20 million units in 2025, and may reach 70 million units in 2029. Apple’s entry may break the existing foldable screen pattern and promote the development of the foldable screen industry.
Specifically for major brands, Huawei currently occupies the number one position in China’s folding screen market. According to the latest report from a research institution, China’s folding screen mobile phone shipments will reach 9.17 million units in 2024, a year-on-year surge of 30.8%. Among them, Huawei ranks first with a market share of 51.29%.
It is worth mentioning that in the high-end foldable screen mobile phone market with a price of more than 10,000 yuan, Huawei’s market share in the third quarter was as high as 85%, showing the extremely high recognition and market influence of Huawei’s foldable screen mobile phones among high-end user groups.
According to Apple’s pricing strategy, the price of the foldable iPhone will not be lower than 10,000 yuan. With Apple’s entry, Huawei will compete head-on with Apple in the 10,000 yuan foldable screen field.
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