Top Apple analyst Ming-Chi Kuo hints that Qualcomm could resort to dual-sourcing the Snapdragon 8 Gen 4 from TSMC and Samsung.
Additionally, the expense involved in using Intel's upcoming 20A node has forced Qualcomm to stop developing chips for Intel to build using 20A . As a result, Kuo says that Intel's 18A R&D and mass production are facing"uncertainty and risk." That leaves TSMC and Samsung Foundry as the only viable options for Snapdragon 8 Gen 4 production.
Qualcomm could stick with TSMC for the Snapdragon 8 Gen 4 especially since the foundry's second-generation 3nm process node, N3E, is expected to be less expensive than the current N3B node that is being used to build the A17 Bionic SoC. That SoC will power thePro models this year.
Since TSMC's 3nm process uses"old-school" FinFET transistors, one could argue that Samsung's Snapdragon 8 Gen 4 should outperform the same chip coming from TSMC. Dual sourcing has been done before in the smartphone industry when it comes to chipsets. Back in 2015,used both TSMC and Samsung Foundry to manufacture the A9 chip used to power the iPhone 6s and iPhone 6s Plus. Samsung's chips were made using its 14nm node while TSMC used its 16nm node. The die size for Samsung's version of the A9 was slightly smaller which meant Apple was able to get more complete chips from Samsung out of the same 300mm silicon wafer than TSMC.
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