The Future of Foldable OLED: A Market in Transition
The foldable smartphone revolution has hit a snag, but a new era may be on the horizon.
UBI Research has revealed a concerning trend: foldable OLED panel shipments have been lackluster since early 2025, with demand for these cutting-edge devices taking a dip. In fact, UBI predicts a 14.4% decline in shipments for 2025, totaling 21.3 million panels. But here's where it gets interesting: the market is maturing, and leading brands like Samsung and Huawei are still pushing boundaries with new releases. So, what's the hold-up?
The Price Tag Paradox
UBI identifies the primary obstacle as the high cost of foldable screens. Despite the market's maturity, the price point remains a significant barrier for many consumers. Even with innovative designs and features, the expense is a deal-breaker for a large portion of the market.
Apple's Foldable Future: A Game-Changer?
And this is the part most people miss: UBI believes Apple's anticipated foldable iPhone launch in 2026 could be a pivotal moment. With a rumored price tag of over $1,700, Apple's entry into the foldable market will undoubtedly create a stir. While it may limit the potential market size, it will likely spark a wave of innovation and encourage more vendors to join the foldable smartphone race.
The Controversy: Is Apple's Move a Blessing or a Curse?
Apple's influence on the tech industry is undeniable, but will their entry into the foldable market truly boost innovation, or will it create an even more exclusive and expensive niche? Will other vendors follow suit, or will they opt for more affordable alternatives? These are the questions we must ask as we anticipate Apple's move.
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Posted: Nov 11, 2025 by Ron Mertens
