Source: SamMobile
Rather than cannibalizing the foldable market, Apple's iPhone Duo entrance appears to have validated the category itself. Samsung saw a 10% sales lift after the announcement, suggesting consumer interest in the form factor expanded the total addressable market rather than simply redistributing existing demand. Category leaders often benefit when a major competitor enters: mainstream credibility from Apple drives early adopters toward the most established option while the market itself grows. For Samsung, the foldable bet that looked risky two years ago is now a defensible premium segment, even with Apple's inevitable iteration advantage.