Apple’s Biggest Battleground for Foldable Phones Is China
Apple has launched its new foldable iPhone Duo, aiming to capture market share in China, the world's largest market for foldable smartphones. Despite Apple's entry, local competitors like Huawei and Xiaomi are seeing increased demand for their own foldable devices.
Why it matters
The foldable smartphone market is a critical battleground for tech giants, and success in China is essential for Apple's global growth strategy.
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People stand outside an Apple Store in Beijing, China September 18, 2026. REUTERS/Tingshu Wang
Huawei and other Chinese competitors reported higher demand for foldables after announcement of iPhone Duo
BEIJING—Demand for some foldable phones in China is surging, even before Apple’s new foldable iPhone Duo arrives. That suggests an opportunity for Apple to expand what has been a niche category—if it can overcome competition from Chinese brands. Winning over China is key to Apple’s fortunes. The country makes up more than a third of global folding smartphone sales and is the largest single market for foldables, according to research firm Counterpoint Research.
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