Advantage Qualcomm: World's Largest Smartphone Maker Could Switch Completely To Snapdragon Chips For Its Next Flagship
Portfolio Pulse from Ananya Gairola
Samsung's upcoming Galaxy S25 is expected to exclusively feature Qualcomm's next-generation Snapdragon chipset, replacing its own Exynos chips due to lower-than-expected 3nm yield. This shift could significantly benefit Qualcomm and its exclusive supplier, Taiwan Semiconductor.
June 18, 2024 | 8:17 am
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Samsung's decision to switch to Qualcomm's Snapdragon chips for its Galaxy S25 due to lower-than-expected 3nm yield could impact its own Exynos chipset division negatively.
Samsung's switch to Qualcomm chips for its flagship Galaxy S25 due to production issues with its own Exynos chips could negatively impact its Exynos division, potentially affecting its overall profitability.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 80
POSITIVE IMPACT
Qualcomm is set to be the sole supplier of chipsets for Samsung's Galaxy S25, replacing Samsung's Exynos due to lower-than-expected 3nm yield. This could lead to a significant increase in Qualcomm's revenue and market share.
Qualcomm's exclusive supply deal for the Galaxy S25, coupled with a 25-30% price increase for the Snapdragon 8 Gen 4, is likely to significantly boost Qualcomm's revenue and market share in the short term.
CONFIDENCE 95
IMPORTANCE 90
RELEVANCE 100