Foldable smartphone market growth and competition

What happened: Samsung maintained its lead in the North American foldable smartphone market in 2025, with a 28% year-over-year growth. However, competition is intensifying, with Apple expected to enter the market. Apple's shares dropped 4% on reports of engineering challenges delaying its foldable iPhone, with odds of a 2027 release now at 80%.

Market impact: The growing competition in the foldable smartphone market is reshaping the industry, with Samsung facing increasing pressure from rivals. Apple's delayed entry could slow down the market's growth and impact its valuation, as investors await the tech giant's foldable offering.

What to watch next: Apple's next earnings report (Q2 2026, expected in April) will provide insights into the progress of its foldable iPhone. Additionally, the launch dates of upcoming foldable smartphones from competitors like Samsung and Motorola will determine the market's growth trajectory.