Samsung (005930.KS) is preparing to significantly expand the role of its in-house Exynos processors, with the Exynos 2700 expected to enter mass production in the second half of 2026, according to industry analysts. The move could sharply reduce the company's reliance on Qualcomm chips in future flagship smartphones.
Analyst Park Yu-ak of Kiwoom Securities, cited by the Korea Economic Daily, indicated that Exynos 2700 could account for roughly 50 percent of the Galaxy S27 series, a substantial jump from the estimated 25 percent share held by the Exynos 2600 in the upcoming Galaxy S26 lineup. If realized, the shift would meaningfully cut into Qualcomm's dominance within Samsung's premium devices.
The report points to improving manufacturing performance at Samsung Foundry as a key driver. The company's 2nm gate-all-around process is said to be achieving yields near 50 percent, with Samsung already encouraging partners to adopt its second-generation 2nm node, known as SF2P. The core design work for this process was reportedly completed in 2025, positioning Samsung to scale production more confidently.
Greater Exynos adoption would not only reduce external chip dependence but also support Samsung's broader foundry ambitions. Stabilized yields on the SF2P node are expected to help attract new customers and push the foundry business toward profitability, with 2027 targeted as a potential turning point for positive cash flow.
Beyond chip strategy, the report estimates Samsung's non-memory semiconductor division will post sales of about 36.4 trillion won, up 21 percent year over year, with operating profit reaching roughly 1.8 trillion won.
While details on the Exynos 2700 remain limited, earlier benchmarks suggest an unconventional CPU configuration, with Samsung's fully in-house GPU transition expected to arrive with the later Exynos 2800.
Tuesday 005930.KS closed at KRW 165,800 or 0.36% lower on the KSE.
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