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CICC Securities pointed out that the research firm Omdia predicts that by 2032, global shipments of foldable OLED screens will reach 124.6 million units, accounting for 8.6% of the overall OLED market, significantly higher than the 23.1 million units in 2024 and the expected 23.5 million units in 2025. It is widely believed in the industry that if Apple launches its own foldable phone, it will greatly change the industry landscape. Apple has always attached great importance to product maturity and is currently rumored to be overcoming technical challenges such as screen folding, hinge durability, and battery life.
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