Samsung reportedly lost Qualcomm Snapdragon X60, Snapdragon 875 orders to TSMC due to 5nm production issues
Previously, a roadmap leaked that Samsung would take 5nm EUV orders for the Snapdragon 875G, but shortly afterwards it was reported that the launch would be delayed as the Korean giant faced production issues with its next-generation node. Now, according to a report from China, Samsung has lost all 5nm orders to TSMC due to these unnecessary delays.
TSMC would now begin production during H2, 2021 due to a large number of orders
Despite the fact that a previous report stated that Snapdragon 875 shipments will start from the fourth quarter of 2020, the new report is from China GizmoChina) indicates that mass production from the TSMC side will start from the second half of 2021. The report may mention this because TSMC has received an influx of orders and the manufacturer is most likely operating at maximum production capacity, which means that it is experiencing difficulties may experience to shipments to Qualcomm in a timely manner.
However, keep in mind that Samsung would also execute Snapdragon X60 orders for Qualcomm, so it seems that even this responsibility should be taken by TSMC. However, we believe that Qualcomm most likely does not want a single company to handle all of these orders, and in order to obtain price increases and expect timely delivery of shipments, orders will most likely be split with both TSMC and Samsung. The majority of orders are likely to go to TSMC, with a small percentage of those expected to be fulfilled by Samsung.
It’s possible that Samsung couldn’t introduce the Exynos 992 made on the 5nm node specifically for the Galaxy Note 20 due to manufacturing issues, but we hope the same issue is mitigated when the Korean manufacturer prepares its Exynos 1000 chipset for the upcoming Galaxy S21 family . Hopefully we’ll hear some good news in the future, so stay tuned for more updates from our side.
News Source: Zhitongcaijing