The first foldable-display smartphones will be launched in 2019, led by Samsung in 1H ’19. BOM analysis indicates that the retail cost of these first devices will exceed US$2K. Foldable-display smartphones will transform the way consumers interact with smartphones and will have a potentially destabilizing impact on other classes of mobile devices such as tablets, e-readers and laptops. Initial volumes in 2019 will be low as vendors sort out the technology and deal with component production issues, but by the 2020s foldable-display smartphones will become one of the fast growing categories in the smartphone space.