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Ming-Chi Kuo: Qualcomm's likely to be the sole provider of SoCs for the Samsung Galaxy S25 due to the Exynos 2500 possibly not being able to ship due to Samsung's 3 nm process node having lower than expected yields
"Qualcomm will likely be the sole SoC supplier for the Samsung Galaxy S25 (vs. 40% for the S24), as the Exynos 2500 may not ship due to Samsung's lower-than-expected 3nm yield.
In addition to the significant increase in supply share, Qualcomm's Snapdragon 8 Gen 4 will see a price increase of 25-30%, so that Qualcomm will benefit significantly from the increased share of S25 orders. As TSMC is the exclusive supplier of Qualcomm Snapdragon 8 Gen 4 (using the N3E), TSMC is also expected to benefit significantly from the increase in Qualcomm orders."
#hardware #technology
"Qualcomm will likely be the sole SoC supplier for the Samsung Galaxy S25 (vs. 40% for the S24), as the Exynos 2500 may not ship due to Samsung's lower-than-expected 3nm yield.
In addition to the significant increase in supply share, Qualcomm's Snapdragon 8 Gen 4 will see a price increase of 25-30%, so that Qualcomm will benefit significantly from the increased share of S25 orders. As TSMC is the exclusive supplier of Qualcomm Snapdragon 8 Gen 4 (using the N3E), TSMC is also expected to benefit significantly from the increase in Qualcomm orders."
#hardware #technology
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