DCSS: Samsung was the top foldable maker in Q4, but Huawei will overtake it in Q1

A complete of 4.2 million foldable smartphones have been shipped within the final quarter of 2023, a 33% enhance over the identical interval in 2022. As for this yr, the analysts over at Show Provide Chain Consultants predict that the market is see some modifications in energy, at the least quickly.

The High 5 hottest foldables are: Samsung Galaxy Z Flip5, Huawei Mate X3, Honor Magic Vs2, Samsung Galaxy Z Fold5 and the Oppo Find N3 Flip. The High 10 chart contains 4 fashions from Samsung, two from Honor, two from Oppo and one from Huawei and Xiaomi.

In This autumn 2023, Samsung was the market chief, regardless that gross sales of the Z Flip5 and Z Fold5 have been under expectations. And now the Z-series is in a lull, because the arrival of the Z Flip6 and Z Fold6 grows close to (rumor has it that the Unpacked occasion is scheduled for July to coincide with the Olympics).

The lull will permit Huawei to overhaul Samsung for the primary time, in accordance with DCSS. This shall be primarily based on the success of the Huawei Mate X5 and the Huawei Pocket 2. Huawei’s rise is predicted to push the foldable market to double its measurement in Q1 in comparison with final yr. Additionally, because the firm is utilizing BOE shows, this may permit BOE to overhaul rival Samsung Show.

This case shall be a short lived swap, nonetheless, as Samsung is predicted to regain the lead after the Galaxy Z Flip6 and Z Fold6 arrive (firstly of Q3). In actual fact, DCSS believes these two will carry out so strongly that Samsung would be the total chief in 2024.

Nonetheless, the forecast is for Huawei to realize market share this yr in comparison with 2023. In the meantime, Oppo and vivo will lose floor as a result of they aren’t anticipated to carry out new clamshell foldables. And it’s all in regards to the clamshells.

Along with Samsung’s Flip, Huawei ought to launch “at the least” two new clamshells this yr, Motorola and Honor could have new fashions as nicely. Altogether they are going to develop the market share of clamshells in 2024.

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