How Samsung may also emerge as the winner in Apple's first foldable iPhone launch
could be one of the biggest beneficiaries when Apple launches its first foldable iPhone in late 2025, according to Bloomberg's Mark Gurman in his Power On newsletter. Samsung stands to benefit both as a component supplier and from the broader market validation that Apple's entry could bring to foldable segment.
The most immediate benefit comes through Samsung Display, which will supply the crease-free OLED screens for Apple's foldable iPhone. Analyst
Ming-Chi Kuo
confirms
Samsung Display
has secured the primary supplier role, with production targeting 13-15 million units beginning in the first quarter of 2026, a significant revenue stream regardless of market share outcomes.
Samsung's supply chain dominance creates win-win scenario
Samsung's component divisions have historically profited from Apple's success across multiple product lines, supplying
OLED displays
for premium
iPhones
since 2017 despite the companies' fierce courtroom battles. The foldable iPhone extends this mutually beneficial arrangement, with Samsung providing displays and supporting partners like Fine M-Tech supplying critical hinge components.
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This B2B relationship offers Samsung guaranteed revenue with higher margins than competitive consumer device sales. Gurman notes that Samsung essentially spent seven years developing foldable technology that Apple must now license or purchase, turning innovation investment into supplier profits.
Market expansion benefits all players
Apple's entry could dramatically expand the global foldable market, currently dominated by Samsung and Chinese manufacturers. Increased mainstream adoption driven by Apple's marketing power and brand loyalty may create a rising tide that lifts all foldable manufacturers.
The strategy particularly benefits Samsung in key markets like China, where Apple's foldable launch could validate the category for hesitant consumers. Android users curious about foldables but skeptical of the technology may try Samsung's proven Galaxy devices after seeing Apple embrace the format.
Samsung's component revenues from Apple foldables could exceed profits from its own device sales, given the higher margins on B2B component supply versus competitive consumer electronics. The irony is striking: Samsung spent years building the foldable market that Apple will enter, but Samsung may profit most.
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