Zhitong Finance App learned that according to the latest quarterly folding screen display panel shipment volume and technical report released by Counterpoint Research, global folding screen smartphone panel shipments fell 13% year-on-year in the first half of 2026. The decline was mainly concentrated in clamshell panels, while shipments of large folding panels continued to grow. Shipments in the second half of the year are expected to increase by 53% compared to the first half of the year, and account for 61% of the total volume for the whole year. Among them, the biggest increase comes from Apple (AAPL.US), which is expected to contribute 27% of the year's shipments, all concentrated in the second half of the year.

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