Well-known Apple supply chain analyst Ming-Chi Kuo tweeted that TSMC will be Qualcomm ’s exclusive supplier of 5G flagship chips from 2023 to 2024. Qualcomm has always been Samsung ’s most important advanced process customer. Qualcomm’s move represents TSMC’s advanced The process advantage will significantly lead Samsung at least until 2025.
Previously, Qualcomm Snapdragon 888 and Qualcomm Snapdragon 8 Gen 1 were both manufactured using Samsung’s 4nm process. However, after their launch, due to poor power consumption control, they were given the titles of Fire Dragon and Flame Dragon respectively. They had a poor reputation in the market, and even After the release of Qualcomm Snapdragon 8 Gen 1, many consumers are more willing to buy mobile phones with Qualcomm Snapdragon 870 and 865 chips. The latter two are manufactured by TSMC's 7nm process, with low power consumption and good heat control.
The 12S series of mobile phones recently released by Xiaomi debuted the Qualcomm Snapdragon 8 Gen 1 Plus 5G flagship chip. Qualcomm chose to use TSMC’s 4nm process for this chip. The current power consumption control has been recognized by the market. It is estimated that this is TSMC Positive factors for becoming the exclusive supplier of Qualcomm's 5G flagship chips in the next two years.
