- 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.
- In addition to the significant increase in supply proportion, Qualcomm's Snapdragon 8 Gen 4 quotation has increased by about 25-30%, so Qualcomm is expected to significantly benefit from the increase in the proportion of S25 orders. Because TSMC is the exclusive supplier of Qualcomm Snapdragon 8 Gen 4 (using the N3E process), TSMC is also expected to significantly benefit from the increase in orders from Qualcomm.
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..."
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