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Samsung's Foldable Lead Is Shrinking Fast — samsung foldable…

Persona #2 · Vol: 1000
For five straight years, Samsung has owned the foldable phone market the way Apple once owned the smartphone. It built the category, absorbed the early ridicule, and sold roughly three out of every four foldables on the planet. That era is ending. At its latest Unpacked event, Samsung cut the price of its flagship book-style foldable and leaned harder than ever on trade-in deals, a telltale sign that the company is defending turf rather than celebrating a victory lap. The pressure is coming from every direction at once. In China, Huawei has quietly become the world's largest foldable maker by shipments, and its book-style models now outsell Samsung's in the premium Chinese market. Honor's Magic V series is thinner than anything Samsung sells. Xiaomi, Oppo, and Vivo keep undercutting on price while matching on specs. None of these brands have much of a US presence, but they shape the global numbers, and they set the pace Samsung has to match. The bigger threat, though, is the one that hasn't arrived yet. Apple. For years, the rumor was that Apple couldn't figure out a foldable that met its standards. The hinge creased, the glass scratched, the whole thing felt like a prototype. That story has changed. Multiple supply-chain reports now point to a foldable iPhone entering mass production in late 2026, with a book-style design and a price tag that analysts expect to land north of $2,000. Ming-Chi Kuo and other Apple watchers have flagged it as the company's biggest redesign since the original iPhone. Whether it ships on time is an open question. That it's coming is not. Here's why that matters for your wallet, even if you've never considered a foldable. First, competition is the only thing that reliably pushes phone prices down. Samsung's foldables have hovered near $1,800 for years because there was no real alternative in the US. If Apple enters at $2,000 and Samsung wants to keep customers from defecting, expect aggressive trade-in offers, bundle deals, and carrier promotions that effectively knock hundreds off the sticker. If you've been waiting for foldable prices to become sane, the next 18 months are your window. Second, watch the software, not just the hardware. Samsung's real moat has been multitasking: split screens, floating windows, the S Pen. Apple's rumored device would run a version of iPadOS, which means a decade of tablet apps that actually work on a big folding screen. That's a genuine threat to Samsung's pitch, and it's why you're already seeing Samsung push AI features as its new differentiator instead of hinges. Third, be skeptical of the hype cycle. Foldables are still a small slice of the market, roughly 2 percent of phones sold. Repairs are expensive, screens are fragile, and resale values drop fast. If you buy one, buy it on a promotion and consider insurance. A $1,900 phone that costs $600 to fix is a budget decision, not just a gadget decision. Samsung isn't losing yet. It still has the best carrier relationships in the US, a mature product line, and years of head starts on durability testing. But the easy years are over. Huawei took the global crown in shipments, Chinese rivals took the design lead, and Apple is circling with the one thing Samsung can't match: an ecosystem that makes people forgive a high price. **The bottom line:** competition is finally coming to foldables, and that's good news for anyone who's been priced out. My advice? Don't buy a foldable at full price right now. Wait for the trade-in wars that an Apple launch will trigger, because the best deals in this category haven't happened yet.
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