Qualcomm to Generate $2 Billion in Revenue from Exclusive Partnership with Samsung for Galaxy S25 Series
Samsung’s struggle to improve its 3nm GAA yields and mass-produce the Exynos 2500 has opened the door for Qualcomm to capture a significant market share. By leveraging its custom Oryon cores in the Snapdragon 8 Elite, Qualcomm has positioned itself as the sole provider of chipsets for the Samsung Galaxy S25 series. This strategic move has led analysts to predict an incredible $2 billion incremental revenue opportunity for Qualcomm.
Snapdragon 8 Elite Powers Galaxy S25 Models, Driving Qualcomm’s Revenue Growth
Last year, Qualcomm commanded a 70% market share with its Snapdragon 8 Gen 3, but this year, the Snapdragon 8 Elite powering the Samsung Galaxy S25 and S25+ models is expected to significantly boost Qualcomm’s revenue. According to JP Morgan analyst Samik Chatterjee, Qualcomm’s partnership with Samsung could result in a $2 billion increase in revenue, thanks to the Snapdragon 8 Elite being the exclusive chipset for the Galaxy S25 lineup. The forecast also includes an incremental 12 million units, which will further benefit Qualcomm’s bottom line.
Galaxy S25 Series Features Key Upgrades, Boosting User Experience
While the Samsung Galaxy S25 series looks similar to the previous Galaxy S24 models, several important upgrades have been introduced to enhance performance and user experience. One of the most notable changes is the increase in base RAM to 12GB (up from 8GB), offering smoother multitasking and faster app loading. Samsung has also utilized a more advanced manufacturing process for memory, resulting in improved power efficiency and longer battery life.
Additionally, Samsung has incorporated cutting-edge AI features in the Galaxy S25, such as smarter camera enhancements, better battery management, and improved voice recognition. These AI-powered upgrades are designed to elevate the user experience, helping Samsung stay competitive in the crowded smartphone market.
Qualcomm’s Snapdragon 8 Elite: Premium Performance and Efficiency
There are rumors suggesting that Samsung might have paid Qualcomm a premium for an overclocked version of the Snapdragon 8 Elite, which could result in slightly higher power consumption. Despite this, benchmark tests such as Geekbench 6 and 3DMark Steel Nomad Light indicate that the Galaxy S25 Ultra has outperformed its competitors, including the iPhone 16 Pro Max, thanks to the improved performance of the Snapdragon 8 Elite.
Exynos 2500 and Qualcomm’s Competitive Edge in Foldables
While Samsung continues to develop its Exynos 2500 chipset, it is expected that the Exynos 2500 could appear in future foldable devices like the Galaxy Z Flip 7. The idea behind this is to reduce component costs. However, if the Exynos 2500 fails to match the performance of the Snapdragon 8 Elite, Samsung may opt to use Qualcomm’s 7-core CPU cluster in its foldable devices to achieve a balance of performance and power efficiency.
If the Snapdragon 8 Elite proves superior in performance and cost-effectiveness, it could be adopted across Samsung’s foldable lineup, further increasing Qualcomm’s annual revenue.
Conclusion: Qualcomm’s $2 Billion Opportunity with Samsung Galaxy S25
The Snapdragon 8 Elite is poised to significantly impact Qualcomm’s 2025 revenue as the exclusive chipset powering the Galaxy S25 series. With 12GB RAM, AI enhancements, and improved battery life, Samsung’s flagship devices are set to provide an exceptional user experience, while Qualcomm stands to gain billions in revenue from this lucrative partnership. As Samsung shifts its focus to Snapdragon 8 Elite, Qualcomm is well-positioned to continue dominating the premium chipset market in 2025 and beyond.
Stay tuned for more updates on how Qualcomm’s partnership with Samsung will shape the future of mobile performance and chipsets.