Foldable screen concept is active, with Fulong Technology, Baicheng Co., and others hitting the daily limit, Dafu Technology up over 10%

The seven-day intraday trading trend for foldable screen concepts is active. As of the time of this release, Dafutong Technology is up more than 10%, Furrong Technology, Baicheng Co., Ltd., and Del Future have hit the daily limit, while Wanshun New Materials and Dongcai Technology are up about 8%.

According to reports, Foxconn has already begun pilot production of an Apple foldable-screen iPhone.

In 2025, the shipping target guidance Apple provides to suppliers is for the first foldable-screen phone to be launched in the second half of 2026. This will be a large-fold foldable-screen iPhone.

According to Counterpoint Research’s report “Foldable Smartphone Market Forecast,” supported by factors including Apple’s expected entry, the continued premiumization of the smartphone market, and the increasing participation of OEMs, the global shipments of foldable-screen smartphones in 2026 are expected to grow by 20%. As Apple prepares to launch its first foldable-screen iPhone, the foldable-screen smartphone market will enter a new competitive phase in 2026. The institution predicts that Apple could capture about 28% of the market share in 2026, closing in on Samsung’s leading position.

IDC data shows that in 2025, China’s foldable-screen phone market shipped about 10.01 million units, up 9.2% year over year. In the second half of 2026, Apple is expected to enter the foldable-screen phone field. More brands are expected to launch innovation products with diversified form factors, and market attention and consumer appeal are expected to increase again. The foldable-screen phone market may return to a track of rapid growth in the future.

Market analysts say that Apple’s acceleration in entering the foldable-screen space is expected to help foldable-screen phones achieve faster volume expansion, and may help lead the foldable-screen industry chain toward innovation and upgrading; they are optimistic about core incremental areas such as foldable-screen UTG cover plates and hinges, as well as new processes such as liquid metal and 3D printing.

Datong Securities believes the foldable-screen phone market is facing a key turning point of “technology maturity” and “big players entering the game.” The clear expectation of Apple’s entry into foldable-screen products will break the existing competitive landscape. Although Chinese companies have a first-mover advantage in market share (with Huawei holding nearly half) and hardware innovation (such as making devices thinner and lighter, longer battery life, and raindrop-shaped hinges), and reinforce user retention through ecosystem barrier-breaking (compatibility with Apple’s ecosystem), Apple’s entry will accelerate the industry’s transition from “form-factor innovation” to “ecosystem coordination.” In the future, the focus of competition is expected to shift from simply comparing hardware specifications to a comprehensive test of system ecosystems, AI capabilities, and supply-chain costs.