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Samsung Might Make Better Exynos Chipsets Than Their Own Snapdragon So it looks like Qualcomm is worried. Theyre worried that Samsung might make better Exynos chipsets than their own Snapdragon SoCs. You see all smartphone manufacturers use chipsets in their devices except Apple, Huawei and to some extent Samsung.
Apple makes its own A-series bionic chip, Huawei makes Kirin chipsets while Samsung uses a mix of Exynos and Snapdragon chipsets on their devices.Recently we heard that Samsung is planning to use the Snapdragon 865 chipsets in the Galaxy S11 devices in more markets than ever before. Usually, they use Snapdragon in the US, Canada, and China while they use their own in house Exynos chips in the rest of the world.
But since Samsung believes that the Snapdragon 865 is a better chipset over the Exynos 990 they changed their strategy and will use Snapdragon 865 in more markets.For those of you who dont know Samsung has a chipset foundry business where they manufacture the chipsets. Qualcomm is their biggest customer.
The Snapdragon processors are designed by Qualcomm but Samsung is the one who produces them in their own factories. Now, at the last moment, Qualcomm has decided that theyre not going to give Samsung the contract to manufacture the Snapdragon 865 processors. Instead, theyll let TSMC make these processors for them.
Business Korea which is a big south Korean publication is saying the reason for this is that Qualcomm doesnt want to share its AP-related intellectual properties with Samsung. This way it can better protect its trade secrets and weaken Samsungs foundry business all at the same time. You see Qualcomm doesnt think that TSMC is better than Samsung.
In fact, Samsungs foundry is better because of the EUV tech but Qualcomm doesnt want Samsung to know its trade secrets and design drawings which it can then potentially use to improve its own Exynos chipsets. You see a few months ago Samsung made a deal with AMD where Samsung is going to license the Radeon graphics for the Exynos chipsets. Not only that Samsung has decided to move away from Mangoos cores and will instead use ARMs cores directly.
AMD, as you know, is a big name in the PC industry and their graphics is the best out there. Using their graphics would drastically improve the GPU of Exynos, the one area where Exynos chips lag behind the Snapdragon.Also, directly using ARMs cores would mean the Exynos will perform almost exactly like Snapdragon because Qualcomm also directly uses ARMs cores with some slight tweaks.
Basically starting 2021, Exynos chips will be either perform equal to Snapdragon chipsets or will be better than Snapdragon chipsets. And thats the reason Qualcomm is worried that their future dominance in the chipset industry is under question and thats the reason they want to weaken Samsungs chipset business. Qualcomm is playing dirty, just like they did with Apple.
We know playing dirty is part of the business but this would mean that Samsungs foundry business will take a massive hit this year. Samsung has decided to use more Snapdragon 865 and less Exynos 990 which means they dont have many chipsets to manufacture and will lose billions in revenues this year.But we hope the AMD deal would turn the fortunes for them and they dont have to rely on Qualcomm for the chipset business.
They can just use Exynos in all of their devices and ditch the Snapdragon altogether.