iPhone Fold May Push Apple into Foldable Market Leadership

Apple is expected to enter the foldable smartphone market with its first iPhone Fold, and a new report suggests the device could quickly reshape competition in the segment.

Market Share Outlook

According to analysis from TrendForce, Apple’s first foldable device could help the company capture a 19.3% share of the foldable smartphone market in 2026. This would place Apple third globally, behind Huawei and Samsung.

Although Apple is entering the foldable category later than its competitors, analysts believe strong brand loyalty and ecosystem integration will drive demand. The report also highlights pent-up interest among existing Apple users who have been waiting for a foldable device.

Focus on Reducing Display Crease

One of Apple’s primary goals with the iPhone Fold is to minimize the visible crease typically found on foldable displays. The company is reportedly focusing on material engineering to address this challenge.

Previous reports indicated that Apple is using 3D printing and liquid metal components in the hinge, along with dual layers of ultra-thin glass. The latest details point to another key material: optically clear adhesive.

Role of Optically Clear Adhesive

Optically clear adhesive, commonly used in foldable displays, is applied between screen layers. Apple is said to be refining this material to better manage stress and improve durability.

The company’s approach aims to distribute stress more evenly across the display, preventing it from concentrating in a single area where a crease would be visible. The material is also designed to maintain proper alignment between layers while remaining transparent to reduce light distortion.