According to Counterpoint Consulting, in the first half of 2026, shipments of folding screen smartphone panels fell 13% year on year; among them, shipments of clamshell panels fell 62% year on year, while shipments of large folding panels increased 35% year on year. Shipments in the second quarter increased 85% from the first quarter, but were still 16% lower than the second quarter of 2025. Samsung showed a 6% year-on-year increase in shipments, boosting its supplier share by 13.5 percentage points to 66%. Shipments are expected to increase by 23% for the full year of 2026, 53% in the second half of the year compared to the first half of the year, and 71% year-on-year. Market shipments are expected to increase by 74% from 2026 to 2030, corresponding to a CAGR of about 15%.

According to Counterpoint Consulting, in the first half of 2026, shipments of folding screen smartphone panels fell 13% year on year; among them, shipments of clamshell panels fell 62% year on year, while shipments of large folding panels increased 35% year on year. Shipments in the second quarter increased 85% from the first quarter, but were still 16% lower than the second quarter of 2025. Samsung showed a 6% year-on-year increase in shipments, boosting its supplier share by 13.5 percentage points to 66%. Shipments are expected to increase by 23% for the full year of 2026, 53% in the second half of the year compared to the first half of the year, and 71% year-on-year. Market shipments are expected to increase by 74% from 2026 to 2030, corresponding to a CAGR of about 15%.