【郭明錤:高通可能是三星Galaxy S25独家SoC供货商 台积电可能也将受益于高通的订单】财联社6月19日电,分析师郭明錤表示,Qualcomm(高通)可能是Samsung Galaxy S25独家SoC供货商 (vs. S24占比约40%),原因在于Exynos 2500因Samsung(三星电子)的3nm制程良率低于预期,可能导致无法出货。除供应比重明显提升,Qualcomm的Snapdragon 8 Gen 4报价提高约25-30%,故Qualcomm可望显著受益于S25订单比重增加。因台积电是Qualcomm Snapdragon 8 Gen 4独家供货商 (采用N3E制程),故台积电也可望显著受益于Qualcomm订单增加。
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