While Samsung has been marketing folding smartphones for years, Apple officially shows no interest in this format. However, behind the scenes, the Cupertino company would be interested in foldable screens. And rumors have been circulating for a while about folding iPhone or iPad projects. In any case, if Apple one day releases a product with a foldable screen, there is a good chance that it will use a screen provided by Samsung Display.
Indeed, in addition to providing screens forGalaxy Z Foldand theGalaxy Z Flip, this Samsung subsidiary already supplies foldable screens for other brands. And according to an article from Korean media The Elec, relayed by our colleagues at Macrumors, Samsung is now preparing to supply foldable screens for Apple. To strengthen its capabilities, Samsung Display was reorganizing its Apple product teams in anticipation of future orders for foldable displays.
The Macrumors article also suggests that the future Apple product, equipped with a foldable screen, could benefit from Samsung's years of experience in this segment. Indeed, it should be remembered that Samsung has been selling folding smartphones since 2019. And if the first model was quite fragile, the Korean giant was able to make them more robust. Furthermore, today, we can consider that Samsung has succeeded in democratizing this type of device.
Increasingly tough competition
In any case, if Samsung Galaxy remains the leader in folding smartphones, it faces increasingly tough competition, while Apple is not yet present there. In a recent publication, DSCC predicts that in the last quarter of 2023, Samsung could lose market share to the benefit of Chinese brands Huawei and Honor.
“Huawei's panel purchase is expected to be larger than Samsung's for the first time as it doubles in the foldable phone market now that it has a 5G chip solution... This means Huawei will likely overtake Samsung in foldable phone shipments in the first quarter of 2024”, even writes Ross Young, CEO of DSCC, in a publication on X.
In Q4’23, we see BOE overtaking SDC on significant volume at Huawei, Honor and Oppo. Huawei’s panel procurement is expected to be larger than Samsung’s for the first time as it doubles down on the foldable market now that it has a 5G chip solution….This means Huawei will likely…
— Ross Young (@DSCCRoss)December 6, 2023
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