Galaxy S23 will only be powered by Snapdragon on Samsung Exynos 5G modem issues

This is the second time we’ve heard that Samsung will go all the way with Snapdragon, after a Korean publication made a comeback in the spring that Samsung will not use Exynos for the S23 and the upcoming S24 series.
Mr Kuo, however, reveals that the reasoning behind this change of heart turns out to be far from the throttling or thermal management issues of the upcoming Exynos 2300 chip that is supposed to go into the S23, but rather the superior 5G modem. from Qualcomm integrated into the next SM8550 Chipset (probably called Snapdragon 8 Gen 2) which can hardly be replicated by anyone at the moment.

All Galaxy S23 models could be equipped with a Snapdragon X70 5G modem

At MWC 2022, Qualcomm announced the next generation of its award-winning 5G modem technology, the Snapdragon X70. Built on TSMC’s 4nm manufacturing method, the Snapdragon X70 will be in the Galaxy S23 and other 2023 flagships, but will be sampled for customers in the second half, and phones with 5G connectivity from new generation will be activated. the market by the end of the year.

Instead of increasing Gigabit download speeds like it did with the previous generation Snapdragon X65, X60, X55, and X50, Qualcomm decided to stick with the 10 Gigabit rating of the modem that’s currently in the market. phones like the Galaxy S22 series, and instead focuses on equipping the new modem with additional features and AI capabilities. Qualcomm says it’s the world’s first 5G AI processor in a modem-RF system. Here’s what the new X70 AI module does, according to Qualcomm:

  • Snapdragon X70 unlocks advanced features like Qualcomm 5G AI Suite, Qualcomm 5G Ultra-Low Latency Suite, Qualcomm 5G PowerSave Gen 3 and 4X
  • aggregation of sub-6 operators to achieve unparalleled 5G performance.
  • Harnessing the power of AI to enable breakthrough speeds, coverage, low latency, and power efficiency to power the 5G connected smart edge
  • The world’s only complete family of 5G modem-RF systems capable of supporting all commercial 5G bands from 600 MHz to 41 GHz, providing flexibility for OEMs to
  • design devices capable of meeting the global requirements of operators
  • Unmatched global band support and spectrum aggregation capabilities, including the world’s first 4X downlink carrier aggregation on TDD and FDD, mmWave-sub-6 aggregation
  • Autonomous millimeter wave support to enable MNOs and service providers to deploy services such as fixed wireless access and enterprise 5G, without the need for sub-6 GHz spectrum
  • Unmatched uplink performance and flexibility with uplink carrier aggregation and dial-up uplink support on TDD and FDD
  • True global 5G multi-SIM, including Dual-SIM Dual-Active (DSDA) and mmWave support
  • Scalable architecture enabling rapid release of 5G Release 16 features via software updates
Apple is trying to develop its own 5G modem chip, but has encountered Qualcomm’s insurmountable patent suite around the technology, for example. Samsung, says Mr. Kuo, cannot technologically match the upcoming flagship 5G modem in the SM8550 chip that is manufactured by TSMC on its frugal 4nm method, both in terms of performance and power efficiency.
That’s why he may ultimately decide to just go with the Snapdragon 8 Gen 2, or whatever Qualcomm calls it, and continue to troubleshoot its own 5G chipset. The big winner here is, of course, Qualcomm, which will sell several million high-end Snapdragon SoCs compared to what it would have if Samsung had thrown Exynos 2300 into the mix.

Qualcomm/SM8550 will gain more market share in the high-end Android market in 2023. Economic recession affects the high-end market less, so the market share gain will greatly benefit Qualcomm and TSMC“, advises Ming Chi-Kuo and we just have to wait and see what the future holds for Samsung’s Exynos.