The anticipated launch of Apple’s iPhone Fold later this year is poised to dramatically reshape the U. S.smartphone market. Companies such as Samsung, Motorola, and Google, which have seen limited success in this competitive landscape, now face imminent challenges. With Apple’s initial production run set at an impressive 11 million units, the dynamics among Android foldable manufacturers may soon shift, compelling them to strategize quickly to mitigate potential losses.
iPhone Fold Expected to Capture 46% of U. S.Foldable Smartphone Market
Counterpoint Research projects a substantial growth of 48% in the foldable smartphone segment year-over-year. However, this expansion is unlikely to benefit the current leaders—Samsung, Google, and Motorola. Recent forecasts indicate a looming decline in their market share as the iPhone Fold enters the fray.
Post-launch, Apple is expected to capture a staggering 46% of the U. S.foldable smartphone market. In stark contrast, Samsung, which historically held over half of this market at 51%, is predicted to see its share plummet to 29%.Similarly, Motorola is forecasted to drop from 44% down to 23%.Google, currently trailing with a mere 5% market share, may face an even steeper decline, falling to just 3% following the iPhone Fold’s introduction.

Despite the iPhone Fold’s staggering projected price of $2, 000, the allure of Apple’s brand is undeniably strong. The integrated ecosystem Apple offers—including seamless interactions between devices—augments user experience, making this launch particularly compelling for consumers. The iPhone Fold is anticipated to feature cutting-edge specifications, including Apple’s first 2nm chipset, the A20 Pro, as well as the innovative C2 mmWave 5G baseband silicon and the highest battery capacity ever in an Apple mobile device.
One of the standout features of the iPhone Fold is its crease-less display. While other manufacturers, like OPPO with its Find N6, have attempted to introduce similar technology with mixed results, Apple aims to overcome this challenge using a variety of novel techniques, including the surprising application of glue in its design philosophy.
For further details, refer to the full insights from Counterpoint Research.
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