iPhone Ultra Could Drive 20% Leap in Foldable Phone Shipments in 2026

TL;DR Summary
Global foldable smartphone shipments are forecast to rise about 20% in 2026, led by Apple’s anticipated foldable iPhone (the iPhone Ultra) and broader designs from various brands. DigiTimes cites Apple planning around 10 million foldable units this year, with Samsung still leading the category. The fourth quarter is viewed as the key growth period as launches from multiple brands hit the market, and demand is expected to hold steady even as upstream chip and memory prices stay tight.
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