Analyst Ming-Chi Kuo Posts On X "Qualcomm may be the exclusive SoC supplier of Samsung Galaxy S25 (vs. S24 accounts for about 40 %) . The reason is that Exynos 2500 may not be shipped due to Samsung's 3nm process yield rate being lower than expected..."
Portfolio Pulse from Benzinga Newsdesk
Analyst Ming-Chi Kuo reports that Qualcomm may become the exclusive SoC supplier for the Samsung Galaxy S25, replacing Samsung's Exynos 2500 due to lower-than-expected yield rates in Samsung's 3nm process. This shift is expected to significantly benefit Qualcomm and its exclusive supplier, TSMC.
June 17, 2024 | 4:20 pm
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Qualcomm is expected to become the exclusive SoC supplier for the Samsung Galaxy S25, replacing Samsung's Exynos 2500 due to yield issues. This will likely result in a significant increase in Qualcomm's supply proportion and revenue.
Qualcomm's exclusive supply of SoCs for the Samsung Galaxy S25, combined with a 25-30% increase in Snapdragon 8 Gen 4 pricing, is expected to significantly boost Qualcomm's revenue.
CONFIDENCE 90
IMPORTANCE 90
RELEVANCE 100
POSITIVE IMPACT
TSMC, as the exclusive supplier of Qualcomm's Snapdragon 8 Gen 4 using the N3E process, is expected to benefit significantly from increased orders due to Qualcomm's exclusive supply deal with Samsung for the Galaxy S25.
TSMC will see increased orders from Qualcomm due to the latter's exclusive supply deal with Samsung for the Galaxy S25, boosting TSMC's revenue.
CONFIDENCE 85
IMPORTANCE 80
RELEVANCE 80