Pricing disagreements have stalled negotiations between Samsung Electronics and Qualcomm for 2nm chip manufacturing. Qualcomm seeks lower production costs. Samsung holds firm on its pricing. This stance marks a shift from Samsung's prior strategy of offering lower prices to attract customers.
Technological issues do not cause the impasse. Samsung's 2nm process reportedly meets performance and yield expectations. The continued cost disagreement threatens to delay production of Qualcomm's next-generation chips into 2027, potentially impacting smartphone launch schedules.
Recent large-scale agreements with major clients, including Broadcom and Tesla, strengthen Samsung's firm negotiating stance. The current production volume under discussion with Qualcomm is also relatively small. This reduces Samsung's incentive to offer price concessions.