The iPhone foldable is so popular preorders sold out. That may be good for one Samsung affiliate.

The rapid sellout of the iPhone Duo preorders suggests a significant consumer appetite for foldable smartphones, even at premium price points. This demand is further amplified by reported production challenges with components like the outer hinge and ultrathin glass. Such defects mean that to meet shipment targets, more component inputs are required, translating into increased orders for suppliers.

For Samsung Display, an 84.78% owned affiliate of Samsung Electronics, this situation creates a notable upside. As the exclusive provider of foldable panels for the iPhone Duo, the company stands to benefit from both robust consumer interest and the need to compensate for production snags. Analysts anticipate Apple will continue placing additional orders until manufacturing yields stabilize.

Beyond the immediate impact on Samsung Display, Apple's entry is likely to invigorate the broader foldable market. Forecasts from Kiwoom Securities suggest global foldable smartphone shipments could reach 30 million units by 2027, a 50% increase from 20 million in 2025. This momentum is further supported by Samsung Electronics' own plans to introduce new foldable form factors in the coming year, including direct competitors to the iPhone Duo and potentially more experimental designs like a rollable phone.