Analyst believes Samsung cannot ditch Snapdragon 810 that easily

We’ve learned from previous reports that Samsung has ditched plans of using Qualcomm’s Snapdragon 810 64-bit octa-core processor, and will be using its own 64-bit octa-core Exynos 7 Octa CPU instead. An analyst, however, is saying that the Korean tech giant cannot ditch Qualcomm’s Snapdragon 810 that easily.


This is according to Cowen analyst Timothy Arcuri. ZDNet reports the analyst saying:

A new wave of reports overnight indicate that Samsung has decided not to use Qualcomm’s 64-bit octa-core Snapdragon 810 SoC to power ANY of its upcoming Galaxy S6 flagship high-end smartphones due to (long-rumored) overheating issues. We note the Galaxy S6 is widely expected to debut at Mobile World Congress (MWC) in early March and ship globally soon after.

We would make six points: 1) we believe the vast majority of investors with whom we speak are well aware of the issues and expect at least some of the models to be launched w/ Samsung’s own Exynos processor so the press is hardly uncovering new information; 2) our work has long suggested that Qualcomm was rushed and didn’t have time to customize the ARM core for 20nm for the 810 and there was an issue w/the ARM design (Apple is already fully customized, for example, so it didn’t have this issue); 3) we believe the design issue was at the base layers – not metal as indicated by some competitors in Asia – and the resulting delay was ~2-3mos; 4) we believe Qualcomm already solved the issue and production for 810 is ~2-3mos behind schedule; 5) this press report speculates that Samsung will use Exynos for ALL models – we consider this UNLIKELY as Samsung would have to use a different modem and RF in addition to the SoC – this is a very big undertaking and our work suggested Samsung was not ready with a complete solution; 6) thus, our view remains unchanged – our best guess is that Samsung will likely launch the Galaxy S6 in Korea with its own Exynos but slightly delay shipments in other regions to accommodate Qualcomm’s delayed schedule.

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