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Home Trading News Stock Market

Apple plans a folding smartphone. Samsung is going one better.

December 3, 2025
in Stock Market
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Apple plans a folding smartphone. Samsung is going one better.
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Apple is broadly anticipated to launch a foldable iPhone subsequent yr. Nevertheless it faces stiff competitors on the planet of versatile smartphones, as Samsung Electronics is bringing its personal triple-folding system to the U.S. in 2026.

Apple has been sluggish to enter the world of foldable gadgets, regardless of having patents on such know-how for greater than a decade. However the iPhone maker is getting ready to launch the primary foldable iPhone late subsequent yr, in keeping with The Wall Road Journal and one other media report.

It might be coming late to the celebration. Samsung is bringing its Galaxy Z TriFold to the U.S. as early as the primary quarter of 2026, after it goes on sale in South Korea and elsewhere this month. It is going to be the primary multi-folding cellphone to be launched globally. Samsung hasn’t introduced the worth for American prospects but, however in South Korea the cellphone will begin at round $2,445.

“When [the] Galaxy Z TriFold opens, the display performs equally to 3 6.5-inch smartphones throughout the 10-inch show, giving customers extra room to multitask throughout their day,” Samsung stated in an announcement on Tuesday.

Ming-Chi Kuo, an analyst for TF Worldwide Securities identified for watching the Apple provide chain, beforehand stated he expects a foldable iPhone—which is anticipated to have a single fold—to reach towards the tip of 2026 and price between $2,000 and $2,500.

Apple didn’t instantly reply to a request for remark early on Tuesday. It hasn’t introduced any new fashions, and sometimes doesn’t talk about these it hasn’t unveiled.

Bigger screens have gotten more and more vital for customers who watch a number of video on their smartphones. Nonetheless, foldable smartphones stay a distinct segment product on account of their greater prices, with only a 1.6% share of the general market, in keeping with analysis agency TrendForce.

A current survey carried out by analysts at KeyBanc discovered that whereas 45% of iPhone customers had been inquisitive about a foldable system, 65% of respondents indicated they solely think about a purchase order at a value level of lower than $1,500, with 35% above $1,500, and simply 13% prepared to purchase at a value of over $2,000.

A extra vital query might be whether or not Apple matches Samsung’s advances in synthetic intelligence. Samsung stated the Galaxy Z TriFold shall be powered by Google’s Gemini AI, which is able to perceive what customers see, say and do. Apple can also be set to make use of Gemini to energy an up to date model of its digital-assistant Siri from subsequent yr, in keeping with Bloomberg.

On Monday, Apple introduced the retirement of John Giannandrea, the iPhone maker’s senior vp answerable for AI technique. He shall be changed by Amar Subramanya, who’s becoming a member of from Microsoft as Apple’s vp of AI, a rung decrease than Giannandrea within the firm’s organizational chart.

Apple shares had been broadly flat in premarket buying and selling on Tuesday. The inventory has gained 23% over the previous three months, boosted by sturdy preliminary gross sales of the iPhone 17.

Write to Adam Clark at adam.clark@barrons.com



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