NuAxiSemiconductor trade intelligence

[News] Samsung Reportedly Gives Wide Fold the Largest Annual Production Share at 2.8M as Apple May Drive 4:3 Shift

What happened

Samsung plans to produce 2.8 million Z Fold8 panels, surpassing the Ultra and Flip models, signaling a shift to 4:3 aspect ratio. The company expects prices to rise slightly to $1,899 and $2,099 respectively due to higher component costs. Apple's entry with a 10 million unit foldable iPhone is expected to drive market demand and compress Samsung's share.

Impact and signal

High impactImpact score: 90/100

Affected components and suppliers

Foldable AMOLEDSemiconductorStorageBatteryCamera Module

Samsung Electronics

productionprice-hikefoldableapple

Source and time

Source: TrendForce · 7/19/2026 · View original source

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[News] Samsung Reportedly Gives Wide Fold the Largest Annual Production Share at 2.8M as Apple May Drive 4:3 Shift

What happened

Impact and signal

Affected components and suppliers

Source and time

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