To The Moon

Foldable Phones Heat Up the Smartphone Market

Apple ( $Apple(AAPL)$ ) is rumored to announce its first-ever foldable phone, iFold, later this year. Reports suggest the device will feature advanced hinge technology, water resistance, and seamless compatibility with Apple’s ecosystem. Meanwhile, Samsung (SSNLF) has a significant head start, with its Galaxy Z Fold and Flip dominating the foldable market since 2019.

Samsung recently reported a 28% YoY increase in foldable sales, but analysts speculate Apple's late entry could disrupt the market. Apple’s stock gained 2.6% last week following rumors of the iFold.

Key Questions

1. Will Apple’s Entry Revive the Foldable Market?

   With its loyal customer base and strong brand power, Apple could reignite demand for foldables. Price could be a major factor, with estimates suggesting the iFold may start at $1,999.

2. Is Samsung’s Market Dominance at Risk?

   Samsung currently controls 62% of the foldable phone market. Apple's superior software integration might challenge Samsung’s lead.

Market Share: Foldable Phones (2024)

Price Comparison: Premium Foldable Phones (2025)

prices of premium foldable phones in 2025

Trading Strategy Ideas

Bullish Scenario:

• Catalysts: Apple announces the iFold at WWDC 2025, sparking a new growth cycle for the company.

• Stocks to Watch: Apple (AAPL), suppliers like Foxconn (HNHPF), and hinge manufacturers like Hoya Corp.

Bearish Scenario:

• Risks: High price and late entry fail to gain traction in a competitive market.

• Defensive Plays: Consider Samsung (SSNLF) or Xiaomi (1810.HK) for diversified exposure.

Discussion Points

1. Will Apple’s entry into the foldable phone market redefine competition, or is it too late to catch up?

2. Are Samsung and other Android makers better positioned due to years of experience?

3. At what price would you consider Apple or Samsung a buy in this scenario?

📢 Like, repost, and follow for daily updates on market trends and stock insights.

📝 Disclaimer: This post is for informational purposes only and does not constitute financial advice. Always conduct your own research before making investment decisions.

📌@Daily_Discussion @Tiger_comments @TigerStars @TigerEvents @TigerWire