对比上代Exynos 2500，Exynos 2600迎来巨大提升，尤其是在能效和热管理方面，三星达成 这些成就的方法之一是采用热传导阻断技术，根据Geekbench公布的跑分数据，Exynos 2600 的运行速度比高通骁龙8 Elite更快，所以Exynos 2600对三星来说是一次重大突破。 如果Exynos 2600不负众望，那将表明Exynos团队有能力制造具有竞争力的芯片组，它还将证 明三星半导体铸造厂的2nm制造工艺达标，这能够吸引大量客户，让低迷了一段时间的三星半导 体制造业务重新焕发升级。 值得注意的是， Exynos 2600还是全球首款2nm手机芯片，高通、苹果、联发科最快会在明年 下半年切入2nm工艺。 =系统)外资理经出生学社检助并区别 WESEMIBAY 启未来 智创生态 2025.10.15 - 10.17 深圳会展中心(福田) 展览面积 60000 m² 参展企业 ୧୦୦+ 专业观众 60000+ 峰会论坛 20+ 国际网 邀 请 您 参 加 INVITATION 立即扫码预登记 *** 国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半 ...

来源：环球网 【环球网科技综合报道】9月15日消息，据韩国媒体fnnews报道，三星电子已完成全球首款2nm移动平 台Exynos 2600的开发工作，并计划于本月底正式启动该芯片的量产进程，这一进展将为移动芯片领域 技术升级注入新动力。 据了解，三星电子高管在内部沟通中提及，Exynos 2600性能较上一代产品Exynos 2500有显著提升。从 应用规划来看，该芯片有望被三星MX部门采用，搭载于Galaxy S26系列旗舰手机。此前，韩国媒体mk 也曾报道，三星MX部门计划在面向部分地区推出的S26 Pro与S26 Edge机型中配备Exynos 2600，进一步 拓展其在高端移动设备市场的应用。 性能表现方面，8月29日上传至Geekbench基准测试数据库的相关数据显示，一款被认为是Exynos 2600 的处理器，采用1+2+6十核心架构，超大核频率达3.8GHz，在测试中取得单核3309分、多核11256分的 成绩，展现出较强的运算能力。 对于三星电子而言，Exynos 2600若能顺利投入市场，将产生多重积极影响，有望同时改善其MX（移动 通讯）、系统LSI（半导体系统）、晶圆代工三大关键部门 ...

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].