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Can Apple Conquer Foldables? Experts Skeptical.
16 Apr
Summary
- Apple aims for 46% of North American foldable market share.
- Samsung's foldable market share may drop from 51% to 29%.
- iPhone Fold success hinges on software optimization and price.

A recent report projects Apple will secure a significant 46% share of the North American foldable market within its first year, a forecast that would intensify competition for Motorola and Google. This projection also suggests Samsung's market dominance could wane, with its share potentially decreasing from 51% in 2025 to 29% in 2026.
Despite Apple's efforts, its first foldable faces challenges. Samsung's refined designs, with seven generations of book-style foldables, have established a high standard for build quality and user experience. Apple's rumored creaseless design will need to contend with Samsung's latest offerings.
Past overhyped products, like the iPhone Air, serve as a cautionary tale for Apple's foldable ambitions. The iPhone Fold's success will critically depend on its software, especially optimizing the 7.8-inch screen for a unique interface, and its pricing strategy. Matching or exceeding Samsung's multitasking capabilities and competitive pricing will be crucial for the iPhone Fold's market reception.