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[News] Samsung Reportedly Eyes Another Wide Fold for 2027 After Fold8 Success; Memory Costs Still Weigh on Mobile

What happened

Samsung Display plans to expand OLED production capacity in Asan (Plant 2) starting 2027, targeting completion in early 2028, driven by foldable demand and Apple's rumored entry. Concurrently, rising memory costs are expected to keep mobile manufacturing expenses elevated in 2H26.

Impact and signal

Medium impactImpact score: 60/100

Affected components and suppliers

OLED PanelsMobile DRAMMobile NAND

Samsung ElectronicsSamsung Display

capacity_expansionprice_pressurefoldable

Source and time

Source: TrendForce · 8/17/2026 · View original source

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[News] Samsung Reportedly Eyes Another Wide Fold for 2027 After Fold8 Success; Memory Costs Still Weigh on Mobile

What happened

Impact and signal

Affected components and suppliers

Source and time

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