https://www.cnbc.com/2019/02/21/samsung-foldable-phone-potential-challenge-for-apple-goldman-sachs.html

Samsung's new foldable phone represents a challenge for Apple in the iPhone maker's luxury device market, Goldman Sachs warned clients Wednesday.

The Galaxy Fold includes "a compelling form factor that only Samsung's foldable OLED technology can deliver," Goldman analyst Rod Hall told clients. "Should that form factor spark consumer interest we would expect Samsung to delay access to the technology for Apple. We see this as a potential problem for Apple this year though the lack of a device at this point drives us to reserve judgment."