TECH - Advantage Qualcomm: World's Largest Smartphone Maker Could Switch Completely To Snapdragon Chips For Its Next Flagship | Benzinga
South Korean tech behemoth Samsung Electronics Co Ltd.’s (OTC:SSNLF) upcoming flagship Galaxy S25 is expected to exclusively feature Qualcomm Inc.’s (NASDAQ:QCOM) next-generation chipset, according to renowned tech analyst Ming-Chi Kuo.
What Happened: On Monday, Kuo, an analyst at TF Securities, took to X, formerly Twitter, to suggest Samsung’s switch to Qualcomm chipsets entirely for its upcoming flagship phone.
“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.”
The analyst also noted that Qualcomm’s Snapdragon 8 Gen 4 is expected to see a price increase of 25% to 30%. This, coupled with the increased share of S25 orders, could benefit Qualcomm.
As Taiwan Semiconductor is the exclusive supplier of Qualcomm Snapdragon 8 Gen 4, it is also expected ...