Rising 2nm chip costs may drive Samsung to use Chinese suppliers for Galaxy S26 OLED panels

Samsung may need to collaborate with Chinese firms to source certain OLED panel materials, shifting from its traditional suppliers in South Korea, the US, and Japan due to the rising costs of the 2nm process, according to Chinese media outlet Jiwei. The rising cost of 2nm wafers used in the Exynos 2600 mobile processor is putting increasing pressure on Samsung’s existing supply strategy. Although working with Chinese companies may lower component costs, it would also raise concerns about sharing technology and intellectual property. Samsung has recently begun mass-producing Exynos 2600 chips using the 2nm process, aiming to raise yields from 50% toward the ideal 70% needed to meet client demand and avoid the high costs associated with low-yield wafers. [Jiwei, in Chinese]