Qualcomm has announced that it is going to strengthen strategic cooperation with Samsung in order to help the Samsung Galaxy devices provide a better experience. The two parties agreed to extend the 3G, 4G, 5G, and 6G technology licensing agreements until the end of 2030, which is another seven-year extension.
According to analyst Ming-Chi Kuo, during Qualcomm’s third-quarter 2022 earnings call, the company said, “What I can say at this point is we were 75% on Galaxy S22 before the agreement. You should be thinking about we’re going to be much better than that on Galaxy S23 and beyond.”
The American company also added, “It’s a multiyear agreement. And it’s – that’s probably what I can tell you. You should think about us powering their devices globally.”
"And what I can say at this point is we were 75% on Galaxy S22 before the agreement. You should be thinking about we're going to be much better than that on Galaxy S23 and beyond."
Qualcomm (QCOM) Q3 2022 Earnings Call Transcripthttps://t.co/b6MZQEPKn5 https://t.co/9mxsSxbHZ5
— 郭明錤 (Ming-Chi Kuo) (@mingchikuo) July 28, 2022
Earlier this month, Ming-Chi Kuo said that due to the next-generation flagship 5G chip SM8550 (Snapdragon 8 Gen 2) manufactured by TSMC at 4nm, Qualcomm is likely to become the sole processor supplier for Samsung Galaxy S23.”
The Korean company is not going to use its own 4nm Exynos 2300 chip on the Galaxy S23 because it can’t compete with the SM8550 in all aspects. The SM8550 is optimized for TSMC’s design rules. So it is more computationally and power efficient than the SM8450 (Snapdragon Dragon 8 Gen 1) / SM8475 (Snapdragon 8+ Gen 1). Qualcomm / SM8550 will gain more market share in the high-end Android market in 2023. The economic recession will have less impact on the high-end market. So Qualcomm and TSMC will significantly benefit.
Qualcomm has previously announced that the 2022 Snapdragon Summit will be held for three days from November 15th to 17th. At the event, the company is going to launch the Qualcomm Snapdragon 8 Gen 2.
The Qualcomm Snapdragon 8 Gen 2 is the successor to Snapdragon 8 Gen 1. It will be manufactured by TSMC and still uses the 4nm process. MediaTek will also release Dimensity 9000/8000 chips. They will also use TSMC’s 4nm process.
