Updated
Updated · South China Morning Post · Aug 31
Apple, Huawei Launch Foldables in September as 2026 Smartphone Shipments Face 17% Drop
Updated
Updated · South China Morning Post · Aug 31

Apple, Huawei Launch Foldables in September as 2026 Smartphone Shipments Face 17% Drop

3 articles · Updated · South China Morning Post · Aug 31

Summary

  • Apple is expected to unveil its first foldable iPhone on Sept. 9, two days after Huawei launches the Mate XT 2, putting both brands at the center of a weakening handset market.
  • A 17% drop in global smartphone shipments is forecast for 2026 as soaring component costs and a memory crunch squeeze demand, making the foldable launches a potential boost for the sector.
  • IDC says Apple’s entry has already reshaped the foldable market’s outlook, with analyst Nabila Popal projecting more than 17 million foldable iPhone shipments by 2027.
  • That volume would give Apple about 40% of the global foldable market and quickly position it against Huawei and Samsung in a category they have long led.

Insights

Will Huawei's radical new tri-fold design steal the spotlight from Apple's long-awaited but highly conservative foldable debut next week?
With a rumored $2,500 price tag and missing features, can Apple's first foldable truly conquer a market dominated by Samsung and Huawei?
As global smartphone sales plummet, are these ultra-expensive new foldables the industry's ultimate savior or just a desperate gimmick for the wealthy?