高通和三星怎么就从爱人变仇人了

The Snapdragon 820 pairs the Kryo CPU with the Adreno 530 mobile GPU and X12 LTE modem. Samsung pairs its CPU with ARM's new Mali-T880MP12 mobile GPU and its new LTE modem. Early GeekBench 3 benchmarks suggest that the two chipsets will are almost evenly matched in single-core performance, although Apple's A9 still easily overpowers both. In terms of multi-core performance, though, the eight-core Exynos 8 Octa is expected to handily outperform the quad-core 820 and dual-core A9.

Qualcomm claims the Snapdragon 820 has already secured over 60 design wins. But considering how much effort Samsung has put into the Exynos 8 Octa, it's unlikely Samsung will install the 820 in top-tier devices like the Galaxy S7. Instead, Samsung will likely keep using cheaper Snapdragon SoCs in cheaper devices like the Galaxy J series.

Don't panic just yet
Samsung's aggressive move into mobile chipmaking is troubling, but Qualcomm investors shouldn't panic just yet. Beyond its chip sales to Meizu, Samsung isn't likely to go head to head against Qualcomm in selling chips to other OEMs yet. While that move might generate higher revenues for the chipmaking unit, margins could quickly decline if a pricing war erupts. Qualcomm might strike a foundry deal with Samsung, which would allow it to profit from Snapdragon sales in exchange for installing its SoCs in select devices.

Nonetheless, investors who hoped Samsung would forgive Qualcomm's missteps with the 810 and rekindle its premium partnership with the 820 will likely be disappointed. Instead, Qualcomm's future depends more on expanding its chips to new markets like drones and ensuring that Chinese OEMs stop underreporting shipments in order to pay lower licensing fees.