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Apple’s Foldable iPhone Faces Tough Competition From China

IDC analyst Francisco Jeronimo told CNBC that the launches were timed deliberately to get products in stores before Apple’s expected announcement.

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Xiaomi and Huawei have launched new foldable smartphones ahead of Apple’s expected debut of its first foldable iPhone, intensifying competition in a rapidly expanding market.

According to Counterpoint Research, Apple could ship about 6 million foldable iPhones this year and capture roughly 25% of the global market. That share could rise to 40% in 2027. Samsung, which established an early lead in foldable phones, remains Apple’s biggest global competitor.

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In China, Apple faces an even tougher challenge from Huawei, which controls more than two-thirds of the country’s foldable market, according to the report. Xiaomi unveiled its Xiaomi 18 Fold, while Huawei introduced its Mate XT2 trifold device.

IDC analyst Francisco Jeronimo told CNBC that the launches were timed deliberately to get products in stores before Apple’s expected announcement.

Both Chinese companies also highlighted internally designed chip technology, signaling that the competition extends beyond phone design to advanced semiconductor development.

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