Recent analyses indicate that Samsung’s Exynos 2600 chipset is projected to hold a 25% share in the upcoming Galaxy S26 series, while Qualcomm’s Snapdragon 8 Elite Gen 5 will cover the remaining market share. However, this scenario is anticipated to change significantly with the introduction of the Exynos 2700 next year. Industry experts suggest that not only will this new chipset enter mass production in the latter half of this year, but Samsung is also expected to capture a larger share of the market for the Galaxy S27 family of devices, diminishing Qualcomm’s influence.
Exynos 2700 Anticipated to Reach 50% Market Share in Galaxy S27 Series, Impacting Qualcomm’s Revenue
According to Park Yu-ak, an analyst with Kiwoom Securities, Samsung is making notable headway with its Exynos 2700 chipset, which is poised for mass production. The latest report from Korea Economic Daily highlights that the foundry’s yields for the new 2nm GAA technology are estimated at 50%.Samsung aims to boost chip orders by a remarkable 130%, reflecting substantial advancements in its next-generation lithography capabilities.
While improvements in yield percentages are certainly possible, Samsung has already initiated steps for its partners to promote the next-generation 2nm GAA node, designated as SF2P, planned for the Exynos 2700. Notably, the company successfully completed the fundamental design process back in 2025, positioning itself strategically to reduce dependence on Qualcomm’s chipsets.
Beyond simply advancing the Exynos 2700 within the S27 lineup, Samsung stands to gain significantly from stabilizing yields with the SF2P node. This progress not only opens doors for new clientele but also paves the way for profitability, with projections indicating that Samsung’s foundry business could achieve positive cash flow by 2027.
Further details from the report suggest that Samsung’s non-memory division is on track to generate sales of approximately 36.4 trillion won (around $24.99 billion), representing a year-over-year growth of 21%.Operating profits are expected to hit 1.8 trillion won (approximately $1.2 billion).Technical specifications for the Exynos 2700 have also surfaced, disclosing a distinctive ‘4 + 1 + 4 + 1’ core architecture. Additionally, Samsung plans to transition to an in-house GPU, although this change is slated for the Exynos 2800.
For further insights, refer to the following sources: Korea Economic Daily and Wccftech.
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