Samsung’s new Galaxy S25 series marks a major shift. For the first time, Samsung is using Qualcomm’s Snapdragon 8 Elite chip worldwide. This customized chipset replaces Samsung’s own Exynos processors in every region. Analyst Samik Chatterjee of JP Morgan says this move will significantly increase Qualcomm’s revenue in 2025.
Samsung Galaxy S25: A Boost for Qualcomm’s Success
The report predicts big numbers for Qualcomm. Samsung’s decision could lead to an additional 12 million units shipped. This growth could bring Qualcomm around $2 billion in extra revenue. It also strengthens Qualcomm’s dominance in the premium chipset market.
Meanwhile, Samsung’s in-house Exynos 2500 processor is not ready yet. It is now expected to debut in Samsung’s foldable devices later this year. This delay gave Qualcomm the chance to solidify its position. Last year, the Snapdragon 8 Gen 3 already captured 70% of the premium chipset market. Now, with the Galaxy S25, S25+, and S25 Ultra all powered by the Snapdragon 8 Elite, Qualcomm is set to dominate even more.
Qualcomm’s recent financial results highlight its growing success. The company reported $9.39 billion in revenue last quarter, an 11% increase from the previous year. Revenue from its smartphone business rose 12%, reaching $5.89 billion. These figures show strong demand for Qualcomm’s products, which the Galaxy S25 series is expected to boost further.
For Samsung, this partnership ensures top-tier performance for its flagship devices. By relying on Qualcomm’s proven technology, Samsung strengthens its position in the highly competitive smartphone market. For Qualcomm, the deal brings more visibility and greater market share.
In conclusion, the Galaxy S25 series is a win for both Samsung and Qualcomm. It gives Samsung’s phones a global edge in performance. At the same time, it cements Qualcomm’s role as the leader in premium chipsets. As the Galaxy S25 rolls out worldwide, Qualcomm looks set for a strong and profitable 2025.
