来源:郭明錤 (Ming-Chi Kuo) 推特 @mingchikuo
https://twitter.com/mingchikuo/status/1545450771323695104
(1/3)
1. 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.
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(2/3)
2. S23 may not adopt Exynos 2300 made by Samsung 4nm because it can't compete
with SM8550 in all aspects.
3. SM8550 is optimized for TSMC's design rule, so it has obvious advantages
over SM8450/SM8475 in computing power and power efficiency.
▏
(3/3)
4. 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.
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1. 得益于台积电 4nm 制造的下一代旗舰 5G 芯片 SM8550,高通很可能成为三星 Galaxy
S23 的唯一处理器供应商(S22 的出货比例为 70%)。
2. S23 可能不会采用三星 4nm 制造的 Exynos 2300,因为它在各个方面都无法与 SM8550
竞争。
3. SM8550 针对台积电的设计规则进行了最佳化,因此在计算能力和电源效率上比 SM8450
/ SM8475 有明显的优势。
4. 2023 年高通 / SM8550 将在高阶 Android 市场获得更多的份额,又经济衰退对于高阶
市场的影响较小,故这波份额提升将是高通和台积电的显著利多。
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惨,希望三星能破釜沉舟顺便造福大众,直接把4大核下放到中低阶机
我受够2+6核了...