TrendForce: Global foldable phone shipments to edge up 0.5% in 2026; iPhone Duo to capture about 24.8% market share in its first year
Zhitong Finance APP has learned that according to TrendForce, less than a week after Apple (AAPL.US) opened pre-orders for its first foldable phone, the iPhone Duo, the official website already shows that the delivery date for some orders will be postponed to January 2027. TrendForce stated that first-wave user feedback offers diverse perspectives. The split-screen operation and screen viewing experience after the foldable phone is unfolded have been praised, but app black borders, button placement, and fingerprint unlocking increase the adaptation cost. Reports of screen damage and high repair quotes have further shifted market focus toward reliability and cost of ownership. For the Duo, which is positioned at a high price, the core of consumer evaluation lies in whether the added display space can deliver a complete experience sufficient to justify the price.
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