Usman Salis
⬤ Samsung (005930.KS) is leveling up its chip game by building its own graphics processing unit for upcoming Exynos mobile processors. Company officials confirmed the new Samsung GPU will show up in future Exynos platforms. This comes after Samsung already rolled out its in-house modem, showing the company is serious about controlling more of its core chip tech.
⬤ The launch of a Samsung-made GPU is a big deal for the Exynos lineup. It puts the company in the driver's seat when it comes to graphics technology instead of relying on outside suppliers. While no detailed specs were shared, just confirming in-house GPU development shows Samsung is shifting how it approaches processor design.
⬤ This could also mean custom CPU cores are making a comeback. Samsung tried building its own CPU architecture before but switched back to standard designs. Now that Samsung has its own GPU and modem locked in, bringing back internally designed CPU cores would give the company even more control over what goes into Exynos chips.
⬤ For the smartphone and semiconductor markets, this matters because Samsung is one of the biggest chipmakers and phone manufacturers on the planet. Going deeper with in-house GPU, modem, and possibly CPU tech could change how Samsung separates Exynos-powered devices from the competition. Everyone's watching to see how the Samsung GPU actually performs when it hits future Exynos releases and what it says about the company's chip strategy moving forward.
Usman Salis
