Samsung is currently grappling with significant challenges in producing its Exynos 2500 chipset, casting doubts over its availability for the anticipated Galaxy S25 series, set to launch in early 2025. The issues stem primarily from the Korean tech giant’s struggles with its 3nm Gate-All-Around (GAA) process. In a bid to navigate these setbacks, Samsung is reportedly pivoting its strategy towards its second-generation 2nm node, aiming to integrate this advanced technology into a future Exynos SoC, intriguingly codenamed ‘Ulysses,’ intended for the Galaxy S27.
This second-generation 2nm technology, referred to as SF2P, is expected to see development initiatives ramp up by the end of 2024. The development reportedly stems from an earlier iteration of Samsung’s 2nm project, codenamed ‘Thetis,’ and aims to deliver enhanced performance alongside superior energy efficiency. According to reports, Samsung’s SF2P process endeavors to boost performance by 12% while slashing power consumption by 25% and reducing die size by 8%, compared to the initial 2nm process. Currently, Samsung’s foundry is actively engaged in test chip production and design verification to make future refinements as needed.
However, such ambitious plans rest precariously on Samsung’s ability to enhance its manufacturing yields, an area that has proven challenging with the 3nm GAA process. To regain momentum in its foundry business, Samsung has undergone organizational changes, including a trimmed executive team, with an increased focus on profitability. Such moves indicate an awareness of the fundamental shifts required to harness future success.
Qualcomm had previously shown interest in partnering with Samsung for the production of the forthcoming Snapdragon 8 Gen 5. Yet, for this potential collaboration to materialize, Samsung must first address these yield issues head-on, thereby solidifying its standing in the competitive semiconductor landscape.
