Samsung Electronics Co. Ltd.(OTC:SSNLF) is likely to remain the world's largest foldable smartphone maker in 2026, butApple Inc.(NASDAQ:AAPL) is expected to reshape the competitive landscape with its anticipated entry into the category, according toCounterpoint Research.
根據Counterpoint Research的數據，三星電子有限公司（OTC:SSNLF）在2026年很可能仍將保持全球最大的折疊屏智能手機製造商地位，但蘋果公司（納斯達克：AAPL）預計將憑藉其預期進入該品類而重塑競爭格局。
Apple Entry Set To Intensify Competition
蘋果入局將加劇競爭
Counterpoint forecasts global foldable smartphone shipments will grow 21% year over year in 2026, driven by demand for premium book-style devices, broader vendor competition and Apple's expected foldable iPhone launch.
Counterpoint預測，2026年全球折疊屏智能手機出貨量將同比增長21%，這主要受到高端翻蓋式設備的需求、更多廠商加入競爭以及蘋果預計推出的折疊屏iPhone推動。
The research firm expects Samsung Electronics to retain the top position with a 32% market share, down from 40% in 2025. Apple is projected to capture a 25% share in its first year, whileHuaweiis expected to hold 24%.Motorola, andHONORare forecast to account for 8% and 3%, respectively.
該研究機構預計，三星電子將以32%的市場份額保持領先地位，較2025年的40%有所下降。蘋果預計在其推出的首年將佔據25%的份額，而華為預計將保持24%的份額。摩托羅拉和榮耀的份額預計分別為8%和3%。
Samsung Still Holds The Edge
三星仍具優勢
Counterpoint Associate Director Liz Lee said 2026 will mark a turning point for the foldable smartphone market as Apple's arrival expands consumer awareness and raises competition in the premium segment.
Counterpoint副主管Liz Lee表示，2026年將成為折疊屏智能手機市場的轉折點，蘋果的加入將提升消費者認知度，並加劇高端細分市場的競爭。
"2026 will mark a new phase for the foldable smartphone market. Apple's entry is expected to lift overall consumer awareness and raise the benchmark for premium foldables, but Samsung still has a clear advantage in product maturity, channel reach and foldable user experience," Lee said.
Lee表示：「2026年將標誌著折疊屏智能手機市場進入新階段。蘋果的入局預計將提升整體消費者認知度，並抬高高端折疊屏手機的標準，但三星在產品成熟度、管道覆蓋和折疊屏用戶體驗方面仍具有明顯優勢。」
Lee added that Samsung's upcoming wider foldable design could improve multitasking and AI-assisted workflows by offering more usable screen space, helping the company maintain an edge despite Apple's entry.
Lee補充道，三星即將推出的更寬幅折疊屏設計可通過提供更大的可用螢幕空間來改善多任務處理和AI輔助工作流，從而幫助該公司在蘋果入局後繼續保持優勢。
AI Could Drive Foldable Adoption
人工智慧或推動折疊屏手機普及
Counterpoint said larger displays are becoming more important as artificial intelligence assistants evolve beyond chatbots into tools that summarize documents, edit content, manage schedules and perform tasks across multiple applications. Wider foldable devices could therefore become increasingly attractive for productivity-focused users.
Counterpoint表示，隨著人工智慧助手從聊天機器人演變為能夠總結文檔、編輯內容、管理日程並在多個應用程序中執行任務的工具，更大尺寸的顯示屏正變得愈發重要。因此，對於注重生產力的用戶而言，更寬幅的折疊屏設備可能將變得越來越有吸引力。
The firm expects Samsung's upcoming Galaxy Unpacked event to be an important catalyst for the category, with Samsung anticipated to unveil the Galaxy Z8 Flip, Galaxy Z8 Fold and a wider book-style foldable device ahead of Apple's expected market entry.
該機構預計，三星即將舉行的Galaxy Unpacked活動將成為該品類的重要催化劑，三星有望在蘋果預計進入市場之前，推出Galaxy Z8 Flip、Galaxy Z8 Fold以及一款更寬的書本式折疊設備。
AAPL Price Action:Apple shares were down 0.53% at $324.16 during premarket trading on Thursday. The stock is approaching its 52-week high of $334.99, according to Benzinga Pro data.
AAPL股價走勢：周四盤前交易中，蘋果股價下跌0.53%，報$324.16。根據Benzinga Pro的數據，該股正接近其52周高點$334.99。 (Benzinga)