How Samsung is looking to fold Apple iPhone’s golden run

Goldman Sachs analyst Rod Hall and his team made a big call on February 20, favouring Samsung’s new folding phone, the Galaxy Fold. He told clients that Apple’s iPhone range might be two years behind the curve. A folding phone “may not be doable for Apple,” he said. “We see this as challenging for Apple who could find themselves with no access to the critical flexible OLED technology for which we believe Samsung has at least a two year lead over other display competitors.”

This feels absurd. Is Apple really two years behind the future of phones? History shows that idea is plausible.

Samsung is known for its gimmicks. The Fold costs nearly $2,000 and launches into a marketplace where almost no one has ever said, “gee, I wish this was fold-ier.”