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Samsung's Foldable Lead Is Shrinking Fast — samsung foldable…
Persona #5 · Vol: 1000
For five years, Samsung owned the foldable phone market the way Apple once owned the smartphone. It launched the Galaxy Z Fold and Flip lines, absorbed the ridicule, fixed the creaking hinges, and waited for everyone else to catch up. That waiting period is officially over. The question now is whether Samsung's head start still means anything—or whether it's about to pull an early BlackBerry and watch a slower, richer rival eat its lunch.
Start with the numbers. Samsung still ships the majority of foldables worldwide, but its share has slipped from north of 80 percent to roughly 50 percent in some quarters, according to analysts at Counterpoint and IDC. Huawei moved into China's foldable throne despite U.S. sanctions. Honor, Oppo, Vivo, and Xiaomi all sell book-style foldables thinner than anything Samsung currently offers. Motorola's Razr flip has quietly become a bestseller in the U.S. prepaid market. Samsung didn't lose the lead in one dramatic moment. It lost it the way incumbents always do—a few points at a time, while executives insisted everything was fine.
Then there's Apple. The company that mocked foldables as a gimmick is now widely reported to be targeting a foldable iPhone for 2026 or 2027. Supply-chain leaks point to a book-style design, an ultra-thin glass display from Samsung's own subsidiary, and a price that could clear $2,000. Apple has done this before. It let others build MP3 players, smartwatches, and wireless earbuds first, studied the failures, and then shipped a version that made the category feel inevitable. If that pattern holds, Samsung's window to convert its early lead into lasting loyalty is closing.
Here's what makes this fight different from the usual spec war. Foldables aren't selling on camera megapixels or benchmark scores. They're selling on trust. Buyers want to know the screen won't crease into a canyon after a year, that the hinge won't loosen, that a $1,800 phone won't feel disposable. Samsung spent years building that trust. Apple starts with it for free. A first-time foldable buyer walking into a carrier store in 2027 may not care who shipped first. They'll care who they trust not to waste their money.
Samsung's counterpunch is already visible: thinner Galaxy Z Fold designs, a cheaper FE model, and heavy trade-in promotions to keep upgrade cycles moving. That's a defensive strategy, and it can work. But it also signals that Samsung knows it can no longer coast. The company that once set the pace is now reacting to it.
The uncomfortable truth for Samsung fans is that being first rarely matters as much as being best at the moment the market goes mainstream. Foldables are approaching that moment. Apple is circling. And the brand that taught everyone foldables could work may soon have to prove it can still win when it isn't the only option.
**The takeaway:** Samsung's foldable dominance was never guaranteed—it was rented. Apple doesn't need to outsell Samsung on day one; it just needs to make foldables feel safe for the average buyer. If that happens, the pioneer becomes the incumbent, and incumbents are the easiest targets in tech.