如果您希望可以时常见面，欢迎标星收藏哦~ 来源 ： 内容 编译自 businesskorea 。 三星电子将于下个月开始量产自主研发的移动应用处理器 (AP) Exynos 2600，并已确认将搭载于 Galaxy S26 系列。预计三星将在四年来首次在顶级机型 Ultra 上使用自主研发的 AP。 据业内人士10月20日透露，三星电子系统LSI事业部已完成Exynos 2600的开发，并将于下个月开 始量产，搭载于三星旗舰智能手机Galaxy S26系列。 Exynos 是一款自主研发的移动应用处理器 (AP)，由系统 LSI 事业部设计，并由三星电子负责半 导体业务的 DS（设备解决方案）部门的晶圆代工事业部生产。AP 是智能手机的大脑，决定着其 性能。 Exynos 2600 在 Galaxy S 系列中的应用预计将成为三星电子系统 LSI 和晶圆代工业务部门全面 复苏的信号，这两个部门一直是三星电子的痛点。由于供应短缺，DRAM 市场转好，高带宽内存 (HBM) 需求激增，导致内存半导体性能明显反弹，人们越来越期待，如果系统半导体也能找到自 己的定位，三星电子明年的业绩可能会超越巅峰。 随着 Exyn ...

Core Viewpoint - The global first 2nm chip, Samsung's Exynos 2600, has begun mass production, with the first wafers already in use [1]. Group 1: Product Development - The Exynos 2600 has already reached the "Fab-out" stage, indicating it is moving into backend testing and packaging, with commercial use expected in the new Galaxy S26 series by the end of the year [2]. - The Exynos 2600 features a 1+3+6 core design, with the latest large core clocked at 3.8GHz, large cores at 3.26GHz, and small cores at 2.76GHz [2]. Group 2: Market Position - Samsung will not fully revert to self-developed chips; instead, the Qualcomm Snapdragon 8 Gen 2 will remain the primary supply for most regions, with Exynos 2600 only used in select markets [2]. - Previous Exynos 2500 faced delays and performance issues, launching over a year late and underperforming compared to competitors, which raises expectations for the Exynos 2600 to redeem the brand [4].

Core Viewpoint - The article discusses the advancements in Samsung's semiconductor technology, particularly the launch of the Exynos 2600 chip, which is set to enhance the competitiveness of Samsung's semiconductor division and potentially revive its manufacturing business [2][4]. Group 1: Exynos 2600 Development - Samsung has completed the development of the Exynos 2600 chip, which will begin mass production this month and be featured in the upcoming Galaxy S26 series smartphones [2]. - The Galaxy S26 series is expected to include three models: Galaxy S26 Pro, Galaxy S26 Edge, and Galaxy S26 Ultra, with the first two models using the Exynos 2600 chip and the Ultra model using Qualcomm's Snapdragon 8 Elite Gen5 chip [2]. Group 2: Performance Improvements - Compared to its predecessor, the Exynos 2500, the Exynos 2600 shows significant improvements in energy efficiency and thermal management, achieved through the use of thermal conduction blocking technology [4]. - Geekbench data indicates that the Exynos 2600 outperforms Qualcomm's Snapdragon 8 Elite in terms of processing speed, marking a major breakthrough for Samsung [4]. Group 3: Industry Impact - The Exynos 2600 is noted as the world's first 2nm mobile chip, with competitors like Qualcomm, Apple, and MediaTek expected to enter the 2nm market by the second half of next year [5]. - If the Exynos 2600 meets expectations, it will demonstrate the Exynos team's capability to produce competitive chipsets and validate Samsung's 2nm manufacturing process, potentially attracting new clients and revitalizing its semiconductor manufacturing business [4].

Group 1 - Samsung Electronics has completed the development of the world's first 2nm mobile platform, Exynos 2600, and plans to start mass production by the end of September, marking a significant advancement in mobile chip technology [1][2] - The Exynos 2600 shows significant performance improvements over its predecessor, Exynos 2500, and is expected to be adopted by Samsung's MX division for the Galaxy S26 flagship series [1][2] - The Exynos 2600 processor features a 1+2+6 core architecture with a maximum frequency of 3.8GHz, achieving scores of 3309 in single-core and 11256 in multi-core tests, indicating strong computational capabilities [2] Group 2 - The successful market introduction of Exynos 2600 is anticipated to positively impact Samsung's key departments, including MX (Mobile Communications), System LSI (Semiconductor System), and foundry services, potentially enhancing profitability by 2026 [2]

Core Insights - Samsung Electronics reported Q2 2025 revenue of 74.57 trillion KRW (approximately 53.5 billion USD), a year-on-year increase of 0.67%, but net profit attributable to shareholders plummeted by 48.83% to 4.9 trillion KRW (approximately 3.5 billion USD) [2] - Operating profit fell to 4.7 trillion KRW, down 54.8% year-on-year, marking a six-quarter low [2] Financial Performance - The significant drop in net profit is primarily attributed to the sluggish performance of the semiconductor business [2] - The Device Solutions (DS) division, which includes semiconductor operations, reported revenue of 27.9 trillion KRW, a quarter-on-quarter increase of 11%, but operating profit plummeted by 93.8% to only 400 billion KRW, the lowest in six quarters [2] Strategic Initiatives - Samsung plans to enhance revenue through several initiatives, including accelerating the production of AI server-specific memory such as 128GB DDR5 and 24Gb GDDR7, and fully transitioning to 8th generation V-NAND technology [2] - The company aims to start mass production of 2nm mobile chips in the second half of the year and increase capacity utilization based on a 16.5 billion USD AI chip order from Tesla [2] - For terminal products, Samsung is expected to introduce a multi-AI model strategy for the Galaxy S26 series in 2026, integrating third-party services like OpenAI and Perplexity to enhance product competitiveness [2] Market Impact - Recently, the U.S. announced a 15% tariff on South Korean goods, which may affect Samsung's global pricing strategy for its terminal products [2]

Core Viewpoint - Samsung's quarterly financial report indicates a significant decline in total operating profit by over 50% due to challenges in the semiconductor business, yet it highlights the upcoming Exynos 2600 chip as a key development, which will be the first 2nm chipset on the market [2]. Group 1: Exynos 2600 Chip Details - The Exynos 2600 will be manufactured using Samsung's 2nm Gate-All-Around (GAA) process and is set to launch alongside the Galaxy S26 series [2]. - The chip features a 1+3+6 core configuration with a single-core frequency of 3.55 GHz, performance cores at 2.96 GHz, and efficiency cores at 2.46 GHz [3]. - The Exynos 2600 is expected to include the Xclipse 960 GPU, which is projected to outperform Qualcomm's Adreno 830 by 15% [3]. Group 2: Product Launch and Market Position - The Exynos 2600 is anticipated to debut in the Galaxy S26 Pro and S26 Edge models, while the S26 Ultra will likely continue to utilize Qualcomm's Snapdragon 8 Elite 2 [3].

Core Viewpoint - Samsung Electronics is revamping its Exynos application processor (AP) architecture to address long-standing performance and heat issues, with the upcoming Exynos 2600 expected to incorporate a new Heat Pass Block (HPB) component for improved thermal management [1][3]. Group 1: Exynos 2600 Development - The Exynos 2600 will utilize a 2nm process technology, which is more refined than the 3nm process used in its predecessor, the Exynos 2500 [1][3]. - The introduction of HPB aims to mitigate potential heat bottlenecks associated with the advanced 2nm process, enhancing overall performance [2][3]. Group 2: Market Implications - The success of the Exynos 2600 is critical for Samsung's System LSI division, as it is planned for use in the upcoming Galaxy S26 series, which is a flagship product with significantly higher supply volumes compared to other models [3]. - The previous Exynos 2500 was not adopted for the Galaxy S25 series, marking a setback for Samsung, making the upcoming Exynos 2600 a pivotal opportunity for recovery [3]. Group 3: Foundry Business Impact - Samsung Foundry recently signed a contract worth approximately 22.8 trillion KRW (around 120 billion RMB) with Tesla for 2nm advanced process semiconductor supply, laying a foundation for business recovery [4]. - The successful adoption of Exynos 2600 by Galaxy S26 will directly influence the Foundry division's order volume, creating a synergistic growth opportunity for both System LSI and Foundry businesses [5].

Core Viewpoint - Samsung Electronics has signed a semiconductor foundry contract worth 22.7648 trillion KRW (approximately 118.3 billion RMB) with an international giant, with the contract period ending on December 31, 2033, but details remain confidential [2]. Group 1: Samsung's Foundry Performance - Samsung's foundry revenue for Q1 2025 was $2.89 billion, a decline of 11.3% from the previous quarter, with market share dropping from 8.1% to 7.7% [3][5]. - The decline in Samsung's foundry business is attributed to limited exposure to China's consumer subsidy plans and restrictions on advanced nodes imposed by the U.S. [6]. - Samsung is at risk of being surpassed by SMIC, which has seen a revenue increase of 1.8% to $2.25 billion, raising its market share from 5.5% to 6% [6][7]. Group 2: Future Prospects and Strategies - Samsung remains optimistic about regaining market position with the upcoming 2nm process technology, planning to integrate the 2nm Exynos 2600 chip into the Galaxy S26 series [7][11]. - The company is enhancing its manufacturing processes to achieve faster and more powerful computing capabilities, aiming to secure orders from major global tech companies [8]. - Samsung's foundry is currently producing NVIDIA's T239 chip using its 8nm process, which is expected to generate over $1.2 billion in sales due to the popularity of the Nintendo Switch 2 [10]. Group 3: Technological Advancements - Samsung plans to utilize its 1c process technology for DRAM production, which is expected to differentiate its HBM4 chips from competitors [9]. - The company is also adopting 2nm and Gate-All-Around technologies to compete for orders from Qualcomm and NVIDIA for next-generation application processors [12]. - Analysts are optimistic about Samsung's third-quarter profit outlook, with projected operating profit for the DS division reaching 4.61 trillion KRW, a year-on-year increase of 19.43% [12].

Core Viewpoint - Samsung faces limited opportunities to ensure that its upcoming Galaxy S26 series will not be exclusive to the Snapdragon 8 Elite Gen 2, relying on the Exynos 2600 chipset, which requires timely design completion and increased production capacity [1][2]. Group 1 - The design of the Exynos 2600 chipset needs to be completed by the third quarter of 2025 to be included in the Galaxy S26 series [1][2]. - Current production yield for Samsung's 2nm GAA technology stands at 30%, significantly lower than TSMC's performance, which achieved double that yield [1]. - Samsung has approximately 10 months to ramp up production of the 2nm GAA technology [1]. Group 2 - The Exynos 2600 prototype production is expected to begin in May, with a focus on improving yield for manufacturability [2]. - The prioritization of resources towards the Exynos 2600 has led to uncertainty regarding the release of the Exynos 2500, which was previously expected to be mass-produced by the end of 2025 [2].