Samsung will start mass production of the Exynos 2600 this month, report industry insiders. This is the first chipset on its 2nm GAA node (Gate All Around) and will be used in the upcoming Galaxy S26 series, including the flagship Galaxy S26 Ultra, according to Daishin Securities.
Using the Exynos 2500 on the Galaxy Z Flip7 helped Samsung cut costs in its mobile division, while also propping up its LSI division (that’s the division that makes the Exynos chips). The goal is to do the same at a larger scale with the Exynos 2600 and the Galaxy S26 series.
Earlier this year, the head of Samsung LSI said that the company is “carefully preparing” the new chipset and that it expects “good results.” The 2600 will use the new Heat Pass Block element, which will help remove more heat from the silicon.
The Exynos 2600 has been spotted on Geekbench a couple of times with the more recent scores looking quite promising. The Xclipse 960 GPU has also been benchmarked and it might beat Qualcomm’s GPU in the Snapdragon 8 Elite Gen 5.
A lot more than just the fate of the Galaxy S26 series hinges on the success of the Exynos 2600 – if it proves to be a solid chip, it will encourage external customers to order from Samsung foundries (especially now that TSMC is raising prices).
Industry insiders expect that orders from the likes of Nintendo, Tesla and Valens will further boost Samsung’s foundry business. In the case of Nintendo, the Switch 2 chip is designed by Nvidia and fabbed on an old 8nm Samsung node. Earlier this year, Tesla and Samsung signed a $16.5 billion deal for next-gen AI chips.
Daishin Securities forecasts that Samsung’s Device Solutions division – which includes the LSI, foundry and memory chip businesses – will report a KRW 5 trillion operating profit (that’s $3.6 billion) for Q3. The memory chip side is doing the heavy lifting here with an estimated KRW 6.3 trillion in operating profit, while the foundry business is expected to report a KRW 1.3 trillion loss. That’s half as much as it lost in Q2, but there’s still a long way to go towards profitability.
Source
Samsung Galaxy Z Flip7
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