We have heard the rumor that Qualcomm becomes the exclusive supplier of Galaxy S23 series processors, probably with the Snapdragon 8 Gen 2 chipset surrounded by none other than a renowned analyst Ming Chi Kuo’.
Now Qualcomm seems to confirm that speculation during the Q&A session with analysts
after the press conference on the quarterly financial results. Asked about the extension of a chip supply agreement with Samsung for another 7 years until 2030, Qualcomm’s CEO replied that they are already on track to become the exclusive processor supplier of Galaxy phones and tablets:
This confirms that Snapdragon is the technology platform of choice for premium Android experiences. In addition to Galaxy smartphones, the deal includes PCs, tablets, extended reality and more. We have also agreed to a seven-year extension of our patent license agreement with Samsung, under the same royalty terms until the end of 2030. The expansion includes 3G, 4G and 5G technologies and devices and also includes future 6G standards and products.
“And what I can say at this point is that before the deal, we had 75% on Galaxy S22. You should think we will be much better than that on Galaxy S23 and beyondsaid Cristiano Amon, Qualcomm’s president and chief executive officer.
Not only that, but he says the Snapdragon 8 series is just the beginning and we’ll see Qualcomm’s chipsets popping up all over Samsung’s mobile devices.”beyond Galaxy smartphones, including Galaxy books, Windows PCs, Galaxy tablets, future extended reality devices and other devices.”
“So a very important agreement, very excited and really the companies are much closer together” joked Mr. Amon, as the multi-year agreement with Samsung also includes a 6G component.
No Exynos, happy customers
The reason for the possible Snapdragon exclusivity on the Galaxy S23, S23+ and S23 Ultra are considered the underperformance of the final Exynos 2230 5G modem compared to the Snapdragon X70 one that Qualcomm has already announced that will likely be integrated into the Snapdragon 8 Gen 2 chipset for the S23 series.
Qualcomm’s modem is built on TSMC’s superior 4nm node, delivering unsurpassed power consumption, along with all the support for the 5G frequency band and interference filters that only Qualcomm can master with such precision.
This may also explain why the 7-year extension of the agreement with Samsung 6G aspect, as the next-generation wireless connectivity standard is hammered by global regulators and Qualcomm is expected to once again lead the way with 6G modems when the specifications of the standard are finalized and dusted.
All in all, Exynos does seem to be in Snapdragon’s interest from now on, at least on Samsung’s high-end phones, which would end regional fragmentation and much happier Samsung customers as a result.
Pre-order your Galaxy Z Fold 4, Z Flip 4 or Galaxy Watch 5 ahead of Samsung’s August Unpacked event
The Galaxy Z Fold 4 and Preorders of Z Flip 4 will likely begin immediately after the August 10 Unpacked event and will run through Friday, August 26, when Samsung will release its 2022 foldable pick, if history is any indication. You can queue for a spot at the However, Z Flip 4 pre-orders and bonuses now:
- Pre-order period: August 10 – August 26, 2022
- Galaxy Z Fold 4 release date: August 26, 2022
- Galaxy Z Flip 4 release date: August 26, 2022
- Galaxy Watch 5 release date: August 15, 2022