Like Samsung, it can also emerge as a winner in the first launch of Apple folding iPhone, Etbrandequity

Samsung could be one of the major beneficiaries when Apple launches his first folding iPhone at the end of 2025, according to Mark Bralomberg in his power on the newsletter. Samsung benefits both as a provider of components and from the broader validation of the market and Apple’s entry could lead to the folding segment. The most immediate advantage comes through the Samsung display, which will provide OLED screens without a fold for Apple’s folding iPhone. The Ming-Chi Kuo analyst confirms that Samsung Display has obtained the role of primary supplier, with the production that aims at 13-15 million units starting from the first quarter of 2026, a significant flow of revenue regardless of the results of the market shares.

Samsung’s supply chain domain creates a win-win scenario

Samsung’s component divisions have historically taken profit from Apple’s success on multiple product lines, providing OLED display for iPhone Premium since 2017 despite the fierce battles in court courts. The folding iPhone extends this mutually advantageous arrangement, with Samsung providing displays and support partners such as M-Tech that provides critical zipper components.This B2B relationship offers revenues guaranteed by Samsung with higher margins than sales of competitive consumption devices. Brambre notes that Samsung has essentially spent seven years to develop a folding technology that Apple must now authorize or buy, transforming innovative investments into suppliers’ profits.

Advantages of expansion of the market all players

Apple’s entry could drastically expand the global folding market, currently dominated by Samsung and Chinese producers. The increase in traditional adoption led by Apple’s marketing power and loyalty to the brand can create an increasing tide that raises all folding producers.

The strategy benefits in particular Samsung in key markets such as China, in which Apple’s folding launch could validate the category for hesitant consumers. Curious but skeptical and skeptical Android users on technology can try the proven Samsung galaxy devices after seeing Apple embrace the format.

The revenues of the Samsung components from Apple Folleble could exceed profits from the sales of their devices, given the highest margins on the supply of B2B components compared to competitive consumption electronics. The irony is surprising: Samsung has spent years to build the folding market that Apple will enter, but Samsung could profit.

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