2023-08-14 17:57:56
Qualcomm might turn to Samsung for the mass production of Snaprdragon 8 Gen 4 chips. TSMC would indeed reserve the majority of these for Apple. But a double supply is not to be excluded for Samsung.
Is Samsung going to get its hands on the mass production of Snapdragon 8 Gen 4 chips ? Everything leads to believe it, since other manufacturers like TSMC are not in the same perspective. Indeed, the latter would have reserved the majority of its 3nm nodes for Apple. MediaTek would also be concerned.
© Media Samsung
As a result, Qualcomm, which has just broken a 5G speed record with its Snapdragon X75 might only benefit from 15% of these. Which would be difficult for the manufacturer to accept. Reason why he might turn to Samsung in 2024to meet its needs for Snapdragon 8 Gen 4. The latter and TSMC might be asked to create these chips.
In any case, this is what @MappleGold mentioned on the social network X. Qualcomm would buy from Samsung and TSMC for the Snapdragon 8 Gen 4. However, the latter should improve its yields in 3 nm, which would be around 55%. Another report, however, mentions a rate of return of between 70 and 80%. Still, Qualcomm would only have access to 15% of deliveries. The rest is reserved for MediaTek and Apple. Especially since TSMC will not charge for faulty 3 nm chips.
Compete with TSMC’s technology
TSMC may make efforts to improve its chip production capabilities. But this cannot be done in a year and the production capacity of 3 nm chips would not evolve enough.
Perhaps turning to Samsung, the choice of the manufacturing process used will be all the more interesting. Some believe that GAAP (Gate All Around Plus) 3nm will be used to compete with TSMC’s technology. Still, the samples received from Samsung, which is preparing its next smartphone for early 2024, by Qualcomm show their promises. What motivates the brand a little more to change partners? That still remains to be seen.
Waiting for, Qualcomm can reassure itself with the example of Apple. The Bitten Apple business has already operated with a dual source of supply. This dates back to 2015, with TSMC and Samsung -already- for the Ag chip. The latter was used by the iPhone 6s and iPhone 6s Plus. A few differences were emerging, in favor of Samsung getting more full chips from the same 300mm wafer as TSMC. To see how it will evolve, almost 10 years later.
Source : Wccftech
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