Home NewsStock Market News Samsung also abandons its own main chip?Ming-Chi Kuo: The next-generation flagship machine will be replaced by Qualcomm | Anue Juheng-Taiwan Stock News

Samsung also abandons its own main chip?Ming-Chi Kuo: The next-generation flagship machine will be replaced by Qualcomm | Anue Juheng-Taiwan Stock News

by WOOWinvest
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Samsung also abandons its own main chip?Ming-Chi Kuo: The next-generation flagship machine will be replaced by Qualcomm | Anue Juheng-Taiwan Stock News


Tianfeng Securities analyst Ming-Chi Kuo pointed out that considering the Exynos 2300 processor produced by its own 4nm process, it is difficult to match Qualcomm’s next-generation flagship specification 5G chip Snapdragon 8 Gen 2 in all aspects. Samsung’s flagship mobile phone Galaxy S23 series to be launched next year may be fully adopted. Snapdragon 8 Gen 2 built on TSMC’s (2330-TW) (TSM-US) 4nm process.

Ming-Chi Kuo pointed out that among the Galaxy S22 series launched by Samsung earlier this year, 70% of them use Qualcomm processors. The Galaxy S23 series, which is expected to be launched early next year, will abandon the Exynos 2300 processor produced by itself and only launch the new Qualcomm flagship chip with model SM8550. Snapdragon 8 Gen 2 models.

Ming-Chi Kuo said that Qualcomm’s Snapdragon 8 Gen 2 is the continuation of Snapdragon 8 Gen 1 Plus, which continues to be operated by TSMC’s 4nm, with significantly better performance and power consumption. It is estimated that Snapdragon 8 Gen 2 will achieve better performance in the high-end Android smartphone market next year. With multiple market shares, the economic slowdown has relatively little impact on the high-end market. As its market share expands, TSMC will also benefit simultaneously.

Samsung’s poor 4-nanometer yield caused Qualcomm to transfer its new flagship chips to TSMC’s 4-nanometer, but even its own brand flagship series of mobile phones are rumored to be abandoning their own processor chips and contracting Samsung’s foundry In terms of business, it is undoubtedly a major setback.

Samsung’s Galaxy S flagship mobile phone, which comes out at the beginning of each year, has always used a dual-chip version, some of which are equipped with its own Exynos chips, and some of which use Qualcomm Snapdragon series chips. However, as the performance of Exynos processors becomes more and more difficult to compete with Snapdragon chips, Samsung’s flagship phones It is not impossible to completely switch to Qualcomm processors for mobile phones.

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