Samsung Electronics cooperates with AMD, Intel, and MS to turn the foldable market. As early as the third quarter of this year, it will release a foldable smartphone equipped with an AMD high-performance graphics processing unit (GPU), and later, a foldable notebook with Intel CPU and Microsoft’s Windows operating system (OS) will also be introduced. .
According to the electronic parts industry on the 24th, Samsung Electronics will start mass production of the next-generation application processor (AP)’Exynos 2200 (tentative name)’ with AMD GPU added as early as June. It will be applied to Samsung Electronics’ next-generation foldable phones’Galaxy Z Fold 3 (tentative name)’ and’Galaxy Z Flip 2 (tentative name)’.
At the’Exynos 2100 Product Presentation’ held on the 12th of last month, Samsung Electronics announced plans to install the Exynos 2200 with AMD GPU on its flagship device in the second half.
“Samsung Electronics has cooperated with AMD (which will be released after Exynos 2100), and plans to showcase next-generation GPUs in the next flagship product,” said Kang In-yeop, head of system LSI division at Samsung Electronics at the event. I will show you how to do it.”
In the market, Samsung Electronics is paying attention to the possibility of expanding and applying the Exynos 2200 to foldable laptops other than foldable smartphones. This is because, as the demand for notebooks has soared as non-face-to-face economic activity has increased since the corona 19 spread, sales of foldable notebooks based on Exynos 2200 are an opportunity to significantly increase profitability.
An official from a market research company said, “Samsung Electronics internally plans to apply the Exynos 2200 with AMD GPU to various devices such as mobiles (smartphones and tablets) and PCs.” It will be released afterwards, and I know that Samsung Electronics is considering launching a foldable notebook as a marketing point for the Exynos 2200.”
Some analysts in the parts industry say that the Exynos AP-based foldable notebook is likely to be released next year instead of this year. Considering that Samsung Electronics is the first foldable notebook product, the reason is that it is advantageous to apply Intel’s central processing unit (CPU) with high compatibility.
An official in the electronics industry said, “Notebook PCs with ARM processor (Exynos 2200) are likely to be released in the form of slim notebooks rather than foldables.” “I said.
Meanwhile, Samsung Electronics’ strategy to sell high value-added products is expected to drive Samsung Electronics’ company-wide earnings growth this year along with the shortage of semiconductor supply.
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Based on F&Guide, a securities information company, this year’s Samsung Electronics company-wide earnings consensus (average of stock price estimates) reached KRW 26.74 trillion in sales and KRW 45 trillion in operating profit. Compared to the previous year, sales and operating profit increased by 10.11% and 27.73%.
Park Seong-soon, a researcher at Cape Investment & Securities, said, “DRAM prices are expected to rise from the first quarter and the release of new server CPUs in the second quarter will lead to a rapid recovery in server demand. In the foundry) front-end process, Intel’s external foundry volume is expected to increase more than in the past. Samsung Electronics’ orders from major customers such as Qualcomm and Nvidia are increasing significantly.”