In case you missed it, Qualcomm will be launching the upcoming Snapdragon 8 Gen 4 chipset from 21 to 23 October 2024. There was also news from reputable analyst Ming-Chi Kuo that the new chipsets will be used on all the Samsung Galaxy S25 series next year.
According to his tweet post, he noted that due to Samsung's "lower-than-expected" 3nm Exynos 2500 yield rates, Qualcomm looks to be the sole SoC supplier for the next-gen Galaxy S25. This year, the Galaxy S24 series only had 40% of the Snapdragon 8 Gen 3 as the Exynos 2400 variant launched in multiple Asian countries, including Malaysia.
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.
— 郭明錤 (Ming-Chi Kuo) (@mingchikuo) June 17, 2024
In addition to the significant increase in supply share, Qualcomm's Snapdragon 8 Gen 4 will see a price…
While that's great news for Samsung fans and tech enthusiasts, using the Snapdragon 8 Gen 4 chipset could also mean a significant price increase of 25-30%. It was reported before that the chipset will likely use TSMC's second-generation 3nm process known as 'N3E' which is similar to Apple's upcoming M4 and A18 Pro SoC.
With this, Qualcomm and TSMC are going to get a huge sum of profits but what does this mean for the Exynos 2500 chipset? If what Ming-Chi Kuo said is true, then Samsung may have no reason to increase the production of the next-gen Exynos. This remains a dilemma for Samsung on its next step next year but we shall wait and see.
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