Ming-Chi Kuo: TSMC will exclusively supply Qualcomm's 5G flagship chips in 2023/2024

Analyst Ming-Chi Kuo tweeted, "My latest investigation shows that TSMC will be the exclusive supplier of Qualcomm's 5G flagship chips in 2023 and 2024, which is a great deal for both companies. , it's a super win-win situation."

Ming-Chi Kuo also said, "Qualcomm has always been Samsung's most important advanced process customer, and Qualcomm's move represents that TSMC's advanced process advantage will significantly lead Samsung until at least 2025. "

According to Qualcomm's plan, several Snapdragon 8 and Snapdragon 8+ 5G flagship chips will be iterated in 2023 and 2024. Starting with the Snapdragon 8+ Gen 1 chip, Qualcomm began to use TSMC's process to produce 5G flagship chips.

Qualcomm Snapdragon 8 Gen 2 is the successor to Snapdragon 8 Gen 1. It is expected to be released in November this year. It will be manufactured by TSMC and may still use the 4nm process.

In addition, in June this year, Ming-Chi Kuo said that Qualcomm will launch a chip code-named Hamoa to fully compete with Apple's Apple Silicon chip. Compared with the Apple M2 using TSMC's 5nm N5P process, the Qualcomm Hamoa chip uses a 4nm process and is expected to be mass-produced in the third quarter of 2023.

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