Exynos 2700 Mass Production in H2 2026 to Boost Galaxy S27 Adoption
The upcoming Exynos 2700 processor from Samsung is set to significantly impact the adoption of the Galaxy S27 series. Analysts anticipate that the processor will enter mass production in the second half of 2026, marking a pivotal moment for Samsung.
Exynos 2700 Mass Production and Galaxy S27 Adoption
Currently, the Exynos 2600 is estimated to comprise 25% of the Galaxy S26 series chipsets. Qualcomm’s Snapdragon 8 Elite Gen 5 covers the remaining 75%. However, with the arrival of the Exynos 2700, Samsung is poised for a substantial increase in market share.
Expected Market Changes
- Exynos 2700 is anticipated to contribute 50% of the chipsets in the Galaxy S27 series.
- This shift could significantly reduce Qualcomm’s revenue from Samsung devices.
Kiwoom Securities’ analyst Park Yu-ak has provided insights regarding Samsung’s plans for the Exynos 2700. Notably, Samsung aims to completely enhance its production capabilities with the state-of-the-art 2nm GAA technology.
Production Details
The 2nm GAA yields are reportedly at 50%. Samsung is targeting a 130% increase in chip orders through ongoing advancements in its manufacturing process. It’s noteworthy that the basic design for this innovative lithography was completed in 2025, positioning Samsung as a leader in reducing reliance on Qualcomm chipsets.
Financial Impact
In addition to boosting chipset adoption, Samsung aims for its foundry business to break even by 2027. Stabilized yields are expected to attract new customers, enhancing profitability.
Sales and Revenue Projections
- Samsung’s non-memory division is projected to achieve sales of 36.4 trillion won (approximately $24.99 billion).
- This figures suggest a year-over-year growth of 21%.
- Operating profit is estimated to be around 1.8 trillion won (about $1.2 billion).
Technical Specifications
The Exynos 2700 is reported to feature a unique ‘4 + 1 + 4 + 1’ core architecture, signaling advancements in processing capabilities. Samsung may also transition to using its proprietary GPU with the subsequent Exynos 2800 release.
As Samsung prepares for the launch of the Galaxy S27, the introduction of the Exynos 2700 is set to redefine their chipset strategy and challenge Qualcomm’s market dominance.