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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 168.09+1.8%Nov 28 9:30 AM EST
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From: Bill Wolf11/6/2025 7:45:07 AM
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Samsung clings to Snapdragon for Galaxy S26
by Nick Farrell on06 November 2025

Qualcomm expects 75 per cent chip share despite Exynos revival

Samsung might be dusting off its Exynos project for the Galaxy S26 series, but even the Koreans seem to know where the real firepower lies.

According to Qualcomm during its Q4 2025 earnings call, the company expects to land inside 75 per cent of the S26 lineup, despite Samsung’s plan to reintroduce its own Exynos 2600 alongside the Snapdragon 8 Elite Gen 5.

Qualcomm’s management told analysts, “Our assumption for any new Galaxy is always going to be 75 per cent. That is our assumption for Galaxy S26.”

That’s quite the vote of confidence, particularly since Qualcomm powered the Galaxy S25 range earlier this year. In the past, the relationship between the two firms hovered around a 50-50 split, but Qualcomm now sees 75 per cent as the new baseline.

The Exynos 2600 isn’t entirely useless. It’s Samsung’s first 2nm GAA chip and has reportedly shown strong performance-per-watt results. Geekbench 6 benchmarks suggest it consumes just 7.6W in multi-core loads and 3.6W in single-core tests.

Synthetic benchmarks only go so far. The fact that Samsung appears reluctant to rely on its own silicon for more than a quarter of the Galaxy S26 production suggests it still doesn’t fully trust Exynos in the real world. That would explain Qualcomm’s smug tone during the call and its confidence in maintaining chip dominance in Samsung’s flagship range.

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