According to Guo Mingchi, an analyst at Tianfeng International Securities, Qualcomm may be the exclusive SoC supplier for Samsung Galaxy S25 (compared to about 40% for S24), because the yield of Samsung's Exynos 2500 on the 3nm process is lower than expected, which may result in the inability to deliver. In addition to the significant increase in supply share, Qualcomm's Snapdragon 8 Gen 4 quote has increased by about 25-30%, so Qualcomm is expected to benefit significantly from the increase in the proportion of S25 orders. As Taiwan Semiconductor is the exclusive supplier of Qualcomm Snapdragon 8 Gen 4 (using N3E process), it is also expected to benefit significantly from the increase in Qualcomm's orders.
郭明錤：高通可能是三星Galaxy S25独家SoC供货商，台积电可能也将受益于高通的订单
Guo Mingchi: Qualcomm may be the exclusive SoC supplier for Samsung Galaxy S25, and Taiwan Semiconductor may also benefit from Qualcomm's orders.
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