來源: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. 得益於台積電 4nm 製造的下一代旗艦 5G 晶片 SM8550,高通很可能成為三星 Galaxy
S23 的唯一處理器供應商(S22 的出貨比例為 70%)。
2. S23 可能不會採用三星 4nm 製造的 Exynos 2300,因為它在各個方面都無法與 SM8550
競爭。
3. SM8550 針對台積電的設計規則進行了最佳化,因此在計算能力和電源效率上比 SM8450
/ SM8475 有明顯的優勢。
4. 2023 年高通 / SM8550 將在高階 Android 市場獲得更多的份額,又經濟衰退對於高階
市場的影響較小,故這波份額提升將是高通和台積電的顯著利多。
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慘,希望三星能破釜沉舟順便造福大眾,直接把4大核下放到中低階機
我受夠2+6核了...