📰 DigiTimes 实时DigiTimes RealtimeDoubao · 实盘不做把握 8/10不做原因:消息已过时
北京时间·🕒 发布 09-14 10:29:00时区推断·⟳ 抓取 09-14 18:54:49·⚡ 决策 09-15 13:23:55 +18h29m·42.3 天前
DigiTimes转述Counterpoint：2026年折叠屏手机面板出货预计增23%，但系旧预测重发、无公司级增量
该+23%全年预测并非新事实：Counterpoint 7月6日(韩)、7月15日(日)已发布约+24%/2,750万台预测，新浪财经/观点9月11日已报道同一组H1-13%、全年+23%数据；DigiTimes 9月14日只是二次转述。属第三方行业预测，无任何公司级订单、定点、指引或业绩增量；折叠屏对京东方等候选收入占比小，缺乏可交易edge。
📄 原文DigiTimes Realtime↗ 原文
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不做 京东方A（000725.SZ）
+23%为Counterpoint旧行业预测(7月首发、9月11日中文媒体已报)，DigiTimes二次转述无新增公司事实；折叠屏占其手机OLED出货约8%、占总营收更小，无订单/指引增量且大概率已price-in，无短线edge
不做 折叠屏板块(整体)（N/A）
全行业第三方出货预测、非公司级催化，主力受益方三星显示未独立上市，A股标的敞口小且数据陈旧，缺乏可定位、有正期望的交易标的
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
结论摘要
这是一条DigiTimes对Counterpoint旧季度预测的二次报道：同一+23%/H1-13%数据9月11日已在中文媒体传播、7月即由Counterpoint首发，无新增公司事实；折叠面板对京东方等占比很小，无短线edge，回避。
消息传播链
- Counterpoint首次发布2026折叠面板出货约+24%、销售额约+48%的预测，苹果进入为核心变量
- 同份季度报告日文版给出2026年约2,750万台、同比约+24%
- 中文媒体已报道H1出货-13%、全年+23%、翻盖-62%/大折叠+35%等同一组数据，早于DigiTimes 3天
- DigiTimes转述同一Counterpoint数据并补充份额结构，无新增公司事实或订单
关键理由
- 无值得交易的方向：本质是全行业出货预测而非公司级新增利好，且数据已公开3天至2个月
反向证据
- 做多前查反向 · 来源 kb_search · 日期 2026-05-28 · 影响 weakens
内部库仅有行业出货/份额的泛产业资料，未见本事件带来的新增公司订单、客户定点或指引上修
检索:京东方 折叠屏 订单 苹果 定点 业绩指引 2026下半年 原文 ↗
先例如何影响了这次决策
对本次决策的影响:未据此产生任何ENTER；旧预测+无增量+低materiality直接导向AVOID
方向:无可比事件先例用于定价；本条为旧行业预测重发，本身不构成可交易催化，故无需也不应据行业景气旧闻构建事件交易
涨幅量级:不适用：无公司级、带金额/订单的对齐事件可校准幅度
形态:不适用
工具执行结果 · 成功 3 · 降级 0 · 失败 0 · 取消 0
- search_processed_events 成功 stock_tools HTTP · 19 ms
{"result": "search_processed_events:agent query=`counterpoint 折叠手机面板出货 2026 增长23% | foldable smartphone panel shipments 2026 23% counterpoint boe samsung | iphone duo 折叠屏 面板 三星显示 京东方 份额`；结构化索引覆盖完整 72 小时；旧记录兼容扫描近 0.0/72 小时、0 条本臂决策(完整)，返回 0 条候选。未命中只表示这些 agent query 表达式没有召回候选，不能据此证明消息首发或不是重复；按当前事件继续正常研 - web_search 成功 doubao_search · 1,703 ms
豆包搜索结果（原始查询:Counterpoint foldable smartphone panel shipments 2026 23% growth forecast H2 53%；API SearchType:web） - kb_search 成功 stock_tools HTTP · 1,466 ms
{
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Foldable smartphone panel shipments to grow 23% in 2026
Max Wang
, Taipei
Sep 14, 2026, 10:29
0
Credit: DIGITIMES
Following the launch of Apple's first foldable iPhone, the iPhone Duo, combined sales momentum from Samsung Electronics, Huawei Technologies, Xiaomi, Oppo, Vivo, and Motorola is expected to drive global foldable smartphone shipments above 27 million units in 2026.
The increase in foldable smartphone shipments is also expected to benefit related component suppliers, including hinge and flexible display manufacturers. In the display segment, some research firms expect global foldable smartphone panel shipments to grow by more than 20% in 2026 from 2025.
Shipments of book-style foldable smartphones, which open and close horizontally, have recently been strong. Samsung's launch of the Galaxy Z Fold 8, its first foldable device with a wide-fold design, has further pushed this form factor toward the mainstream.
According to the latest data from Counterpoint Research, global foldable smartphone panel shipments fell by nearly 13% in the first half of 2026 from the same period in 2025, mainly attributed to weaker demand for clamshell-style panels, while demand for inner display panels used in book-style foldable smartphones continued to grow.
In terms of supplier performance, Samsung remained the clear leader in foldable inner display panel supply in the first half of the year, accounting for nearly 51% of the market, followed by BOE Technology Group with nearly 30%. The share of shipments for inner display panels for book-style foldables also rose to nearly 78%, underscoring the form factor's growing dominance.
Looking ahead, Counterpoint Research expects foldable smartphone panel shipments to increase 23% in 2026 from 2025, driven by Apple, Samsung, and Huawei. Shipments in the second half of 2026 are expected to rise 53% from the first half, representing year-over-year growth of as much as 71%.
In terms of procurement of inner display panels for book-style foldable smartphones, Samsung is expected to remain in the top spot with a 33% market share, while Huawei is estimated to account for 25%. Apple is quickly catching up and is projected to account for nearly 27% of foldable panel demand this year, ranking second. The three major brands are expected to jointly account for nearly 86% of the market.
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translated by Eifeh Strom and edited by Jack Wu
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REALTIME NEWS
Corning sees CPO and glass core as new semiconductor battlegrounds
Tomorrow's Headlines
Sep 14, 18:47
China optical transceivers avoid US FCC curbs as NPO and CPO compete in high-speed links
Tomorrow's Headlines
Sep 14, 18:46
China's AIDC token costs hinge on access to advanced GPUs
Tomorrow's Headlines
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Home
Tech
Displays
Foldable smartphone panel shipments to grow 23% in 2026
Max Wang
, Taipei
Sep 14, 2026, 10:29
0
Credit: DIGITIMES
Following the launch of Apple's first foldable iPhone, the iPhone Duo, combined sales momentum from Samsung Electronics, Huawei Technologies, Xiaomi, Oppo, Vivo, and Motorola is expected to drive global foldable smartphone shipments above 27 million units in 2026.
The increase in foldable smartphone shipments is also expected to benefit related component suppliers, including hinge and flexible display manufacturers. In the display segment, some research firms expect global foldable smartphone panel shipments to grow by more than 20% in 2026 from 2025.
Shipments of book-style foldable smartphones, which open and close horizontally, have recently been strong. Samsung's launch of the Galaxy Z Fold 8, its first foldable device with a wide-fold design, has further pushed this form factor toward the mainstream.
According to the latest data from Counterpoint Research, global foldable smartphone panel shipments fell by nearly 13% in the first half of 2026 from the same period in 2025, mainly attributed to weaker demand for clamshell-style panels, while demand for inner display panels used in book-style foldable smartphones continued to grow.
In terms of supplier performance, Samsung remained the clear leader in foldable inner display panel supply in the first half of the year, accounting for nearly 51% of the market, followed by BOE Technology Group with nearly 30%. The share of shipments for inner display panels for book-style foldables also rose to nearly 78%, underscoring the form factor's growing dominance.
Looking ahead, Counterpoint Research expects foldable smartphone panel shipments to increase 23% in 2026 from 2025, driven by Apple, Samsung, and Huawei. Shipments in the second half of 2026 are expected to rise 53% from the first half, representing year-over-year growth of as much as 71%.
In terms of procurement of inner display panels for book-style foldable smartphones, Samsung is expected to remain in the top spot with a 33% market share, while Huawei is estimated to account for 25%. Apple is quickly catching up and is projected to account for nearly 27% of foldable panel demand this year, ranking second. The three major brands are expected to jointly account for nearly 86% of the market.
Article
translated by Eifeh Strom and edited by Jack Wu
AI Search
Related stories
Apple locks in book-style foldable iPhone, targets fall 2026 launch with 20% production boost
Samsung's 'Wide Fold' sets up a 4:3 foldable showdown with Apple in 2026
Foldable phone shipments expected to grow 30% in 2026, with Apple capturing 20% share
Samsung Display reportedly secures exclusive OLED deals for Apple's first foldable iPhone
Global foldable smartphone market to decline in 2025, rebound expected in 2026
Show more
Categories
Display components Display panel Displays + photonics Mobile components Mobile devices Mobile + telecom
Tags
2025 2026 Apple demand display foldable foldable smartphone Huawei iPhone launch panel sales Samsung shipments
Share this article
Other links
Related topics
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Huawei
Global supply chain: Mobile, telecom, computing
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Sep 14, 08:00
Hauman Unveils Micro LED Testing Breakthrough for AI Optical Interconnects
Monday 14 September 2026
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