Counterpoint Research forecasts global foldable smartphone shipments will rise 21% YoY in 2026. Samsung is expected to remain leader but see share fall from 40% in 2025 to 32% in 2026; Apple is projected to take 25% in its debut year, Huawei 24%, Motorola 8% and Honor 3%.

Hanwei Technology said chairman Ren Hongjun reported pipeline-related sensor orders are booked through year-end and 1H order growth for related products was generally above 30%. China’s urban underground pipeline investment rose markedly in the 15th Five-Year Plan versus the 14th, and ongoing smart upgrade work is providing sustained incremental demand for sensors, instruments and AI/information firms; policy benefits are still unfolding.

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