Counterpoint Research 发布预测：2026 年折叠屏面板出货量预计达 2750 万片

7 月 2 日，市场研究机构 Counterpoint Research 发布最新季度报告显示，折叠屏显示面板的产业规模在短期内预计将维持高速增长态势。

根据这份季度折叠屏显示面板出货量与技术报告，2026 年全年折叠屏智能手机面板出货量预计将达到约 2750 万片。

这一预测数据较 2025 年水平增长约 24%，显示出终端市场对折叠形态设备的需求增量仍在扩大。

面板营收预期显著上扬

伴随出货量的攀升，上游面板市场的预期营收规模也同步提升。报告预计 2026 年相关营收将达到约 44 亿美元。

2750 万片（2026 年预估）
同比增长约 24%（面积）
44 亿美元（营收预计）
同比增长约 48%（收入）

• Counterpoint Research：市场研究机构，负责提供技术报告。
• 折叠屏显示面板：应用于智能手机等终端的折叠形态显示屏组件。

从营收增速 48% 对比出货量增速 24% 来看，单片面板的价格可能呈现结构性优化，整体利润空间有望得到一定支撑。

该数据反映了折叠屏行业在供应链端的持续扩张预期，为产业链未来一年的投资布局提供参考依据。

针对财报详情的具体解读，建议参考 Counterpoint Research 发布的完整季度报告。

Counterpoint Research Reveals Contract Market Share Competition Data

Counterpoint Research released prediction data regarding the folding mobile phone panel procurement market. The report indicates Samsung is expected to rank first with a 31% share projection. Apple is forecast to contribute approximately 29% of the folding phone panel share in its first year. Huawei is expected to procure about 24% of the share.

Market Share Structure and Logic Analysis

Based on the provided data, the top three brands occupy specific percentages. Samsung's lead position suggests an established market strength. Apple's projection shows a strong entry position but does not displace existing leaders immediately. Huawei's position remains at 24% of the sector. The data highlights a three-strong competition structure within the industry.

"Counterpoint Research believes Apple will not immediately 'eat' Samsung and Huawei, but will expand the market, and push the competition center of gravity towards higher unit price, higher reliability and lower crease wide fold products."

Competition Focus and Product Definition

The research points to a shift in industry priorities. The term "wide fold form" refers to products characterized by higher unit price requirements and higher reliability standards within the current matrix. Additionally, reducing the crease depth is a key metric for future competitive quality. The market is not seeking immediate volume displacement but rather quality-focused expansion.

• Brand Share: Samsung retains 31% position as top ranking.
• Apple Entry: Approximately 29% expected in the first year panel procurement.
• Huawei Position: Forecast to secure about 24% share.
• Future Core: Competition focus has moved towards price and reliability metrics.

This trend indicates the industry's direct impact shifts towards high-end specification differentiation. The data logic confirms that market expansion depends on improving reliability and unit price rather than simply increasing volume. 　　据CNMO科技了解，2026年第一季度，全球折叠屏智能手机面板出货量约390万片，同比下降7%。京东方仍以约45%的市占率保持领先，主要依托华为需求支撑，但其份额同比下降约7%。三星显示升至约22%，获得三星、OPPO、vivo等客户支持，成为第一季度份额增长最为显著的供应商。维信诺与华星光电分别下滑至约16%和13%，而天马则从低基数提升至约4%。　　Counterpoint Research指出，随着苹果和三星项目在下半年放量，三星显示的全年地位可能显著增强，其全年份额表现可能明显强于第一季度所呈现的水平。 版权所有，未经许可不得转载