Samsung’s Galaxy S23 flagship collection for 2023 might ditch the Exynos chipsets fully and swap to Qualcomm, in response to analyst Ming Chi-Kuo, who’s greatest recognized for his insights on upcoming Apple merchandise. This could mark a departure from the sooner technique the place Samsung launched the Qualcomm variants within the US and China, whereas markets like India normally bought the Exynos variants.
Nevertheless, since final yr, there had been a shift in technique. For one, India additionally bought the Qualcomm-powered S22 variants. The Qualcomm vs Exynos ratio had moved closely in favour of the previous since final yr. In keeping with Kuo–who’s an analyst for TFI Securities— “Qualcomm will possible be the only processor provider for Samsung Galaxy S23.”
He posted on his Twitter feed that that is possible as a result of the subsequent Qualcomm Snapdragon 8 Gen 2 chipset is being made by TSMC with the 4-nanometer design. TSMC is the Taiwan Semiconductor Manufacturing Firm. He added, “S23 could not undertake Exynos 2300 made by Samsung 4nm as a result of it may’t compete with SM8550 in all facets,” noting that Qualcomm’s chipset has “apparent benefits over in computing energy and energy effectivity,” over earlier generations.
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1. Qualcomm will possible be the only processor provider for Samsung Galaxy S23 (vs. 70% cargo proportion for S22) due to the subsequent flagship 5G chip SM8550 made by TSMC 4nm.— 郭明錤 (Ming-Chi Kuo) (@mingchikuo) July 8, 2022
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2. S23 could not undertake Exynos 2300 made by Samsung 4nm as a result of it may’t compete with SM8550 in all facets.
3. SM8550 is optimized for TSMC’s design rule, so it has apparent benefits over SM8450/SM8475 in computing energy and energy effectivity.— 郭明錤 (Ming-Chi Kuo) (@mingchikuo) July 8, 2022
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4. Qualcomm/SM8550 will acquire extra market share within the high-end Android market in 2023. The financial recession impacts the high-end market much less, so the market share acquire will considerably profit Qualcomm and TSMC.— 郭明錤 (Ming-Chi Kuo) (@mingchikuo) July 8, 2022
If Samsung does surrender by itself Exynos chipset, it might additionally imply admitting that its chipset hasn’t fairly been capable of match as much as the perfect of what Qualcomm has to supply. In keeping with Kuo, he expects, “Qualcomm/SM8550” to realize extra market share within the high-end Android section in 2023. In his evaluation, the “financial recession impacts the high-end market much less, so the market share acquire will considerably profit Qualcomm and TSMC.”
Samsung usually releases the S collection within the first half of the yr, which might be February 2023. The telephones go on sale by early March. For now, Samsung is anticipated to launch its subsequent line of foldable telephones within the second half of 2022. We might see the brand new Galaxy Z Fold 4 and Galaxy Z Flip 4 make an look subsequent month. The telephones might include the upgraded Qualcomm Snapdragon 8+ Gen 1 chipset. Some studies recommend the Galaxy Z Fold 4 won’t include assist for the S Pen, which is now included within the Galaxy S22 Extremely. The telephone may also include a thinner, extra compact design.
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