But Samsung Foundry’s poor yields at the 3nm node prevented Samsung from building enough Exynos 2500 APs in time to be included in the Galaxy S25 series. Instead, Samsung decided to equip all of the phones in the Galaxy S25 line with the Snapdragon 8 Elite for Galaxy. Because Samsung decided to go with Qualcomm’s chipset on all Galaxy S25 units this year, the chip designer was able to sell Samsung an additional 12 million units of its flagship application processor running at a higher speed for Galaxy phones.
The extra $2 billion coming into Qualcomm’s coffers will translate into an additional 63 cents for Qualcomm’s 2025 earnings per share (EPS). That amount is 5% of the consensus Wall Street forecast for the fabless San Diego chip designer’s 2025 EPS. Qualcomm introduced its own Oryon CPU cores in the Snapdragon 8 Elite AP replacing the CPU cores Qualcomm used to license from Arm Holdings. The “For Galaxy” custom chipsets have a peak CPU core performance speed of 4.47GHz compared to 4.32GHz on the regular variant.
