The Pixel 10 series is set to mark a significant shift for Google, as it will be the first flagship smartphone lineup to change foundry partners. The Tensor G5, which will power these devices, is scheduled for mass production using TSMC’s cutting-edge second-generation 3nm process, known as ‘N3E.’
It seems Samsung might not be part of Google’s future chipset manufacturing plans. Recently, Google executives visited Taiwan to negotiate a deal with TSMC, the world’s leading semiconductor company, for a partnership that could extend up to five years. This collaboration is expected to include the Tensor G6 for the Pixel 11, keeping Google competitive in 2026 as they plan to utilize TSMC’s advanced 2nm process.
According to recent reports, Google intends to bypass TSMC’s third-generation 3nm process, moving directly to the more advanced 2nm technology for the Pixel 11’s Tensor G6. While TSMC has opened 2nm orders since April 1, there’s speculation that Apple will likely be the first to grab initial batches, given its need for millions of cutting-edge chipsets to maintain its market edge. Interestingly, Google is also expected to take advantage of this advanced process, skipping the N3P node entirely.
This ambitious move could be a costly one for Google, as the company does not have the same smartphone shipment volumes as competitors like Apple and Samsung. Opting for TSMC’s 2nm process for the Tensor G6 implies potentially higher production costs. Nevertheless, Google could consider rekindling its partnership with Samsung for their 2nm GAA process, especially since Samsung’s Exynos 2600 prototype is entering trial production with promising yield targets.
However, given TSMC’s reputation as a reliable partner, Google might decide to absorb these added costs and place exclusive orders for the 2nm process. It’s important to note that these plans are subject to change, and Google may still opt for TSMC’s 3nm N3P node to save on costs.
Readers should stay tuned, as this is a developing story and Google’s ultimate strategy might evolve as they assess production costs and strategies moving forward.
