The first Tensor chip “fully customized by Google” is expected to be the 2025 G5 for the Pixel 10 series
Tensor G1
– CPU : Designed by Samsung
– GPU : Designed by Samsung
– Backend : Designed by GoogleTensor G2
– CPU : Designed by Samsung
– GPU : Designed by Google
– Backend : Designed by GoogleTensor G3
– CPU : Designed by Samsung
– GPU : Designed by Google
– Backend : Designed… pic.twitter.com/njx3COvyKz— Connor / 코너 / コナー (@OreXda) October 27, 2023
Even if Google has its hands in designing most of the G4, there isn’t expected to be much of an upgrade until the Tensor G5 which the tipster says will be completely designed by Google. The Tensor G5 could end up being made by TSMC using its 3nm process node. However, switching from Samsung Foundry to TSMC will cost Google more money and that might force Google to hike the price of the Pixel 10 series or accept a lower profit margin.
On the other hand, if Samsung Foundry can show that its 3nm process node can match TSMC, especially when it comes to yield, Google might continue to give Samsung the business. And speaking about business, in the U.S. Google raised the price of the Pixel 8 and Pixel 8 Pro by $100 so if Google feels comfortable with Samsung Foundry, perhaps the Pixel 10 series won’t require a price hike after all.