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In just two months, Apple could capture a quarter of the foldable smartphone market with iPhone Duo

Olivia Bennett by Olivia Bennett
September 30, 2026
in Technology
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In just two months, Apple could capture a quarter of the foldable smartphone market with iPhone Duo
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It is said that by the end of this year, Apple may sell about 6 million iPhone Duo folding smartphones. Bloomberg Consider forecasts from analyst firm Counterpoint Research. Sources note that this is the first estimate of how the company’s first foldable device will sell.

    Image source: Apple

Image source: Apple

Counterpoint senior analyst Ivan Lam said this kind of sales is more typical for the niche market of foldable devices, rather than the usual sales of Apple smartphones. In this case, much will depend on how well the company manages to increase production of new models. The iPhone Duo will be available at the end of October for $1,999 and is expected to spur consumer interest and sales in foldable devices.

In comparison, global foldable smartphone sales in 2025 total approximately 18.2 million units. Smartphone sales are expected to grow 24% this year to approximately 22.6 million units. Therefore, if Counterpoint’s predictions come true, Apple will capture more than a quarter of the market share of foldable iPhone Duo sales in just over 2 months and take second place behind Samsung – which looks like a good start.

Counterpoint also reported that the iPhone 18 Pro series has been successful in sales in China. For the first time, the Pro smartphones were released without simultaneous updates to the base models, prompting those looking to upgrade their iPhones to newer versions to opt for more expensive devices. Compared with the iPhone 17 Pro in the same period, this resulted in a 12% increase in sales at launch.

The growth in new iPhone sales comes against the backdrop of a general decline in smartphone sales in China: a 17% year-on-year fall in the summer, researchers said, driven largely by Chinese brands. This gives Apple a 33% share of China’s highly competitive smartphone market, Bloomberg writes, adding that such an achievement is unusual given that companies such as Huawei, Oppo, Vivo and Xiaomi typically have market shares comparable to Apple’s. However, due to rising parts costs, they have been forced to raise prices and try to make up for declining sales by increasing revenue per device. This reduces the price advantage of the U.S. company’s local rivals in its favor, the sources noted.

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