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..."
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..."
分析師郭明錤在X上發佈了帖子稱"高通可能成爲三星Galaxy S25（對比S24佔約40%）的獨家SoC供應商。原因是Exynos 2500可能會因爲三星的3nm工藝的產量低於預期而無法發貨..."
- 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.
- 高通可能是三星Galaxy S25的唯一SoC供應商（而S24約佔40％）。原因是因爲Exynos 2500由於三星的3nm工藝良率低於預期，可能無法發貨。
- 除供應比例顯著增加外，高通的驍龍8豪華版報價增加了約25-30％，因此高通有望從S25訂單比例增加中受益顯著。因爲TSMC是高通驍龍8豪華版（使用N3E工藝）的獨家供應商，所以預計TSMC也將受益於高通訂單的增加。
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