Qualcomm and TSMC look to absolutely dominate the flagship Android smartphone market in 2023, where we are expecting all 2023 premium Android-powered smartphones to feature a Snapdragon 8 Gen2 chip made by TSMC.
Leaker "Ice Universe" tweeted criticisms of Samsung's chip fabrication technology, calling it a "disastrous experience" and so he should: it's that bad Samsung is ditching its in-house Exynos SoCs to use Qualcomm's Snapdragon 8 Gen2 in their next-gen Galaxy S23 smartphones in 2023.
Normally we'd see Samsung split its Galaxy smartphones into two camps: one market with in-house Samsung Exynos SoCs and other markets with Qualcomm Snapdragon SoCs. But in 2023, all roads lead to Qualcomm and its next-gen Snapdragon 8 Gen2 SoC made on TSMC's next-gen 4nm process node.
- Read more: Samsung Galaxy S23 smartphones: all-in with Qualcomm Snapdragon 8 Gen2
- Read more: Samsung Galaxy S23 phones: no Samsung chip inside, it's all Qualcomm
Ice Universe tweeted: "Remember, buy mobile phones in the last two years, do not buy any mobile phones with Samsung process, it will be a disastrous experience, thankfully, all Android flagships next year will use TSMC process, including the S23 series".
It was just over a month ago now that insider Ming-Chi Kuo said Qualcomm would use its next-gen Snapdragon 8 Gen2 SoC inside of Samsung's next-gen Galaxy S23 series smartphones. Kuo explained:
- Qualcomm will likely be the sole processor supplier for Samsung Galaxy S23 (vs. 70% shipment proportion for S22) thanks to the next flagship 5G chip SM8550 made by TSMC 4nm.
- S23 may not adopt Exynos 2300 made by Samsung 4nm because it can't compete with SM8550 in all aspects.
- SM8550 is optimized for TSMC's design rule, so it has obvious advantages over SM8450/SM8475 in computing power and power efficiency.
- Qualcomm/SM8550 will gain more market share in the high-end Android market in 2023. The economic recession affects the high-end market less, so the market share gain will significantly benefit Qualcomm and TSMC.
Qualcomm President and CEO Cristiano Amon said at the time when it was announced Samsung's next-gen Galaxy S23 smartphones would be all-Qualcomm: "Before I highlight a few notable milestones this quarter, I would like to update you on an important development in our relationship with Samsung. We're very pleased to report that Qualcomm and Samsung have entered a new multiyear agreement starting in 2023, expanding the use of Snapdragon platforms for future premiums Samsung Galaxy products globally".