Samsung has been navigating a turbulent path with its 3nm GAA technology, leading Qualcomm to pivot its focus to TSMC for next year’s Snapdragon 8 Elite Gen 2. For years, Qualcomm has tried to establish a reliable dual-sourcing strategy between the two semiconductor giants but has repeatedly found itself facing challenges due to Samsung’s ongoing technical struggles.
In a new twist to the tale, rumors are swirling that Samsung is aiming for redemption by targeting the production of the Snapdragon 8 Elite Gen 3. Qualcomm has reportedly encouraged Samsung to work on developing a 2nm prototype by the latter half of 2026. This ambitious venture could pave the way for a significant turnaround if successful. The South Korean company, allegedly working under the code name ‘Ulysses’ for its 2nm project, must overcome its historical issues with low production yields to win back Qualcomm’s confidence and business.
Compounding Samsung’s challenges, the Exynos 2500 won’t make the cut for the upcoming Galaxy S25 series. This development implies that the series will launch exclusively with Snapdragon 8 Elite processors. However, the rumor mill suggests that with a keen eye on the future, Samsung is making strides with its 2nm technology, which Qualcomm might leverage for the Snapdragon 8 Elite Gen 3.
Though it will be a few years until we potentially see the Snapdragon 8 Elite Gen 3, reportedly arriving by the fourth quarter of 2026, preparations are underway. Qualcomm is said to be closely monitoring Samsung’s progress with this prototype. If Samsung can meet expectations and maintain consistent production without hiccups, it could once again feature in Qualcomm’s list of trusted suppliers.
A successful dual-sourcing arrangement would be a boon for Qualcomm, especially with predictions pointing towards cost challenges posed by next year’s Snapdragon 8 Elite Gen 2 potentially eating into smartphone profit margins. However, caution is advised; it’s still early days for Samsung’s comeback, making it wise to take this speculation with a grain of salt. As developments unfold, further updates will surely provide clarity on Samsung’s path forward.
