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.

Snapdragon-810

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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