Samsung S23 Does Not Use Exynos 2300 Processor
For the past few years, Samsung has followed a dual-soc platform for its high-end flagship phones. For example, the Samsung Galaxy S22 Series US version is equipped with Qualcomm Snapdragon 8 Gen1, while the European market gets Exynos 2200 powered S22 Series phones.
This strategy may change in 2023 with Galaxy S23 Series, as Samsung does not found any good reason to use the Exynos chipset for its flagship. Today, Ming-Chi Kuo, Tianfeng Securities analyst, shared his latest observations.
Ming-Chi Kuo posted that Qualcomm may become the sole processor supplier for the Samsung Galaxy S23 (70% of S22 shipments) due to TSMC’s next-generation flagship 5G chip SM8550 (Snapdragon 8 Gen2) made at 4nm.
He pointed out that the reason the Samsung S23 does not use Samsung’s own Exynos 2300 processor is that it cannot compete with the SM8550 in all aspects. In other words, the Samsung S23 series will likely all use Qualcomm Snapdragon 8 Gen2.
In addition, Ming-Chi Kuo predicts that Qualcomm Snapdragon 8 Gen2 will gain more share in the high-end Android market in 2023 and will provide better computing power and power efficiency. As usual, the Galaxy S23 series will be released in Q1 of 2023.
Ming-Chi Kuo Observations:
- 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.