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Open original source ↗TThe newly announced S25 series uses Qualcomm chips across its entire lineup, confirming my prediction from last June—also noted in Qualcomm’s latest earnings call. However, Qualcomm’s shipment allocation in Samsung’s premium segment is expected to slow due to limited room for growth.
S25 shipments are projected to rise by around 10% in 2025 compared to the S24 series, thanks to the lineup-wide adoption of Qualcomm chips.
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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. In addition to the significant increase in supply share, Qualcomm's Snapdragon 8 Gen 4 will see a price increase of 25-30%, so that Qualcomm will benefit significantly from the increased share of S25 orders. As TSMC is the exclusive supplier of Qualcomm Snapdragon 8 Gen 4 (using the N3E), TSMC is also expected to benefit significantly from the increase in Qualcomm orders.
mingchikuo ↗