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[TECHNOLOGY] · South Korea, Japan · 3 sources

started · updated

Part of situation: Samsung Galaxy Z8 launch and Apple iPhone Duo competition (109 clusters)

Samsung and Apple compete in foldable smartphone market

Samsung Electronics Apple foldable smartphones Galaxy Z Fold8 iPhone Duo

Samsung Electronics and Apple are intensifying their competition in the foldable smartphone sector. Following the launch of Apple’s first foldable device, the iPhone Duo, Samsung reported a more than 20% increase in domestic sales of the Galaxy Z Fold8 in South Korea during the final week of last month compared to the previous week.

Market data indicates that while Apple maintained the top position in global smartphone revenue share at 50% during the third quarter, Samsung held the top spot in shipment volume with a 22% share. Samsung’s revenue share stood at 19%, driven by premium products like the Galaxy Z Fold8 and the Galaxy S26 Ultra.

Technologically, both companies are working toward a 2028 goal of implementing ultra-thin glass (UTG) technology that features a thinner etched center to improve foldability and surface hardness. While the iPhone Duo utilizes UTG under the OLED panel to reduce creases, Samsung has utilized titanium in similar areas, though it is also developing its own under-panel UTG technology.

Entities

Apple · Counterpoint Research · Galaxy Z Fold8 · Samsung Electronics · South Korea

Claims

What the coverage asserts, and how many sources carry each claim.

  • [○ 1 SOURCE] The iPhone Duo uses UTG both as a cover window and under the OLED panel. zdnet.co.kr
  • [○ 1 SOURCE] Samsung and Apple are discussing technical specifications for UTG with a target application date of 2028. zdnet.co.kr
  • [○ 1 SOURCE] Samsung Galaxy Z Fold8 domestic sales in South Korea increased by more than 20% during the week of July 23 to July 29 compared to the previous week. www.sisajournal.com
  • [○ 1 SOURCE] Apple held a 50% share of global smartphone revenue in the third quarter. www.womennews.co.kr
  • [○ 1 SOURCE] The iPhone Duo faced controversy regarding screen durability, specifically cracks or white lines near the hinge. www.sisajournal.com
  • [○ 1 SOURCE] Apple reportedly agreed to provide free replacements for products with confirmed display defects. www.sisajournal.com
  • [○ 1 SOURCE] Samsung uses titanium in the area where the iPhone Duo uses under-panel UTG. zdnet.co.kr
  • [○ 1 SOURCE] Samsung Electronics held a 22% share of global smartphone shipments in the third quarter. www.womennews.co.kr

Sources

애플도 접었는데 삼성 웃었다…갤폴드8 판매량 20% 증가 - 시사저널 [www.sisajournal.com]
애플, 3분기 글로벌 스마트폰 매출 점유율 절반 차지… 1위 유지 [www.womennews.co.kr]
삼성·애플, 폴더블폰 '접는 기술' 경쟁 붙었다 [zdnet.co.kr]