Samsung expected to retake smartphone lead as Exynos 2700 outperforms Snapdragon

Samsung Electronics is expected to reclaim the annual global smartphone shipment lead from Apple this year, with Counterpoint Research forecasting Samsung shipments to rise 0.8% while Apple shipments fall 2.1% and worldwide shipments decline 14.3%. Samsung’s broad product range, regional sales base, in-house component sourcing, and carrier and distribution networks may provide greater flexibility amid higher mobile-memory and chipset costs. Its smartphone plant utilization rate reached 84.1% in the first half of this year, near pre-COVID-19 levels, while Galaxy S26 demand, AI features and improving Exynos processors support the recovery. Internal MX Division tests found the next-generation Exynos 2700 ahead of Qualcomm’s Snapdragon 8 Elite Gen 6 in CPU, GPU, on-device AI and power efficiency. Samsung could reach 22.6% global share versus Apple’s 22.5%, while major Chinese makers are forecast to see shipments fall 15% to 34%. The Exynos 2700 is planned for Samsung Foundry’s SF2P second-generation 2-nanometer process, potentially lowering application-processor costs and supporting internal foundry and System LSI utilization.

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