According to Korean media FNN via IT Home, Samsung may cooperate with MediaTek to customise chips for the Galaxy S25 series of mobile phones because the yield rate of the Exynos 2500 chip is low and cannot meet mass production requirements. Currently, Samsung's Exynos 2500 chip yield rate is still less than 20%, and it is unclear whether it can be used in the Galaxy S25 series of mobile phones in the future.
In addition, due to the high price of Snapdragon 8 Gen 4 processors, Samsung may choose to cooperate with MediaTek to customize Dimensity chips for Galaxy S25 and Galaxy S25+ phones. Samsung usually starts mass production after the chip yield exceeds 60%, and the current Exynos 2500 chip yield is far from this standard.
For your information, Samsung has set the latest time for mass production of the Exynos 2500 chip as the end of this year, so the Samsung LSI department still has some time between September and October to improve the yield rate of the next-generation flagship self-developed mobile phone processor.
Moreover, there are two solutions to the issue. First, they could equip all Galaxy S25 series phones with Snapdragon Gen 4 processors as standard. Second, they could partner with MediaTek to customise the Dimensity chips for the Galaxy S25 and Galaxy S25+ phones. According to reports, the latter is more likely to be chosen, mainly due to the price of the Qualcomm Snapdragon 8 Gen 4 processor.
Due to the shortage of TSMC's 3nm process, which has triggered a price increase, supply chain sources said that Qualcomm Snapdragon 8 Gen 4 has increased by 25% compared with the previous generation, and is expected to exceed US$250 (about RMB 1815).
More evidence shows that MediaTek's chipset supply price is lower than Qualcomm's. Data from the first quarter of 2024 shows that MediaTek had the highest chipset shipments in the quarter, about 114 million units, but a profit of US$23 billion; while Qualcomm's chipset shipments in the same period were 75 million units, with a profit of US$37 billion.
Against the backdrop of insufficient yield of Exynos 2500 chips and a sharp price increase of Snapdragon 8 Gen 4 chips, the cooperation between Samsung and MediaTek becomes a reasonable choice. As of now, we have yet to confirm the Malaysia release date for the Galaxy S25 series.
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