Google is making a major shift in its smartphone chip strategy. The company will replace Samsung’s components in its future Tensor processors. This change is set for the Tensor G6 chip expected in 2026.
According to Reuters, this decision signals Google’s desire to diversify its supply chain. It also seeks more control over the performance of its Pixel devices. The move away from a long-time partner is significant for the mobile industry.
Samsung Loses Key Tensor Modem Business to Rival
Google’s upcoming Tensor G6 will use a modem from MediaTek. This replaces the Samsung Exynos modem used in current and past Tensor chips. The specific modem identified is the MediaTek M90.
This follows another recent blow to Samsung. Google already switched the manufacturing of its Tensor G5 chip from Samsung to TSMC. The Tensor G6 is also expected to be made by TSMC on its advanced 2nm process.
Samsung reportedly has idle 2nm factory capacity. It was willing to undercut TSMC on price to win the business. Google’s decision to proceed with TSMC and MediaTek highlights a clear strategic pivot.
What This Strategic Shift Means for Google and Samsung
For Google, this move is about performance and supply chain independence. Relying on a single partner like Samsung for design and manufacturing carries risks. Diversifying to MediaTek and TSMC mitigates those risks.
Analysts suggest Google may be seeking a performance uplift, particularly in cellular connectivity. This could help Pixel phones better compete with market leaders. The change could lead to improved battery life and faster data speeds for consumers.
For Samsung, the loss is notable but not catastrophic. The two companies maintain deep ties in other areas like software and AI. They also collaborate extensively on extended reality (XR) projects.
This modem switch for the Google Tensor G6 chip marks a new chapter for Pixel smartphones. It underscores the intense competition in the semiconductor space as companies vie for technological supremacy.
Info at your fingertips
What is the Google Tensor G6?
The Tensor G6 is Google’s future custom system-on-chip for Pixel phones. It is the successor to the Tensor G5 and is expected to launch in 2026. A key change is the inclusion of a MediaTek cellular modem.
Why is Google switching from Samsung to MediaTek?
Google aims to diversify its supply chain and reduce reliance on a single partner. The company may also be seeking performance improvements in cellular connectivity and power efficiency for its Pixel devices.
Will this change affect Pixel phone performance?
The primary goal of this change is to improve performance. Consumers can potentially expect better cellular signal, faster data speeds, and improved battery life. Real-world performance will be confirmed after the product launches.
Who will manufacture the Tensor G6 chip?
Reports indicate that TSMC will manufacture the Tensor G6. This continues the shift from Samsung’s foundries, which produced earlier Tensor chips. TSMC is expected to use its advanced 2nm process.
Are Google and Samsung still partners?
Yes, Google and Samsung remain close partners in many areas. They collaborate heavily on Android software, artificial intelligence features, and the development of new XR (Extended Reality) platforms and devices.
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