⬆ UPSTREAM — SUPPLIERS3
MediaTek
World's #1 mobile SoC designer by volume; Dimensity AI chips compete with Qualcomm/Apple for TSMC advanced node capacity
Qualcomm
Leading mobile SoC and edge AI chip designer (Snapdragon X Elite, Cloud AI 100 inferencing)
Arm Holdings
Dominant CPU/NPU IP licensor; virtually all AI chips in mobile, edge, and cloud use Arm instruction set
Samsung Mobile
World's largest smartphone maker; uses both Qualcomm Snapdragon and MediaTek in Galaxy phones; integrates Galaxy AI on-device features via NPU
⬇ DOWNSTREAM — CUSTOMERS0
No downstream customers mapped.
UPSTREAM — SUPPLIERS
MediaTek
World's #1 mobile SoC designer by volume; Dimensity AI chips compete with Qualcomm/Apple for TSMC advanced node capacity
Qualcomm
Leading mobile SoC and edge AI chip designer (Snapdragon X Elite, Cloud AI 100 inferencing)
Arm Holdings
Dominant CPU/NPU IP licensor; virtually all AI chips in mobile, edge, and cloud use Arm instruction set
↓ all supply to Samsung Mobile ↓
Samsung Mobile
World's largest smartphone maker; uses both Qualcomm Snapdragon and MediaTek in Galaxy phones; integrates Galaxy AI on-device features via NPU
QWhat is Samsung Mobile's role in the AI chip supply chain?
World's largest smartphone maker; uses both Qualcomm Snapdragon and MediaTek in Galaxy phones; integrates Galaxy AI on-device features via NPU
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