Counterpoint: Apple foldable panel shipments could rise 167% by 2030

Apple’s expected entry into foldables could accelerate the category, with panel shipments projected to grow 74% by 2030 and Apple potentially reaching 42% share, reshaping supplier economics and intensifying competition among device makers. For CIOs and technology leaders, this suggests foldables may move from niche consumer hardware toward a more credible enterprise endpoint option, requiring planning for app UX, mobile device management, durability, and lifecycle support as the ecosystem matures. The fastest growth in in-fold and multi-fold designs also signals that IT organizations should monitor vendor roadmaps and use cases now to avoid being locked into immature standards later.