Samsung faces challenges on multiple fronts: OLED, Strikes, and Espionage

Samsung is under threat from triple fronts including OLED, strikes, and espionage. China’s BOE could surpass Samsung D by 2028, Indian workers are on strike at production fab demanding a wage increase, and an ex-exec arrested in an espionage case.

BOE’s OLED ambitions: Threat to Samsung’s dominance

By 2028, Chinese display maker BOE could surpass Samsung Display due to its 8.6-generation IT OLED production line (B16). China’s share of global display production capacity is expected to rise from 68% in 2023 to 74% in 2028.

Samsung’s Indian operations hit by strikes

Samsung workers of the Sriperumbudur, Chennai plant are demanding higher wages through their labor union. It is being reported that the union refused to show up for work after negotiations with the management hit a snag.

Ex-Samsung exec arrested in massive espionage case

An ex-Samsung executive has been arrested, Seoul Metropolitan Police announced yesterday. The executive is arrested alongside his colleague for allegedly stealing semiconductor technology to establish a company in China.

A police official stated, “This case has shaken the foundation of economic security by attempting to produce semiconductors with domestic technology through direct collaboration between a former executive of a domestic semiconductor company and a local Chinese government, leading to a potential weakening of national competitiveness.”