Samsung Electronics is set to develop its own graphics processing unit (GPU) based on AMD’s intellectual property (IP). There is speculation that it could be installed in the company’s application processor (AP) “Exynos 2800,” which is expected to be released as early as 2027.

According to industry sources on the 25th, Samsung Electronics has reportedly begun developing an in-house GPU based on AMD’s IP. There is also speculation that the self-developed GPU could be mounted on the Exynos 2800 at the earliest. Up to the Exynos 2600, Samsung Electronics incorporated AMD GPUs into its APs after customization. If development succeeds, the company will be able to significantly reduce its dependence on AMD.

Samsung Electronics is said to have begun work on GPU design using the independent architecture technologies of its System LSI Business Division. Currently, only a small number of semiconductor companies, including Nvidia, AMD, Apple, Intel, and Qualcomm, design GPUs independently. Upon successful development of its own GPU, the competitiveness of Samsung Electronics’ System LSI Business Division is expected to be further strengthened.

Samsung Electronics currently holds a strong global position in the memory semiconductor sector, but has been posting deficits in the multi-KRW trillion range in its foundry (semiconductor contract manufacturing) and fabless (semiconductor design) businesses. Following a recent rebound in the Foundry Business Division, which has secured orders from big tech companies such as Tesla and Apple, the latest in-house GPU development is also seen as providing an opportunity for a turnaround for the System LSI Business Division, which is responsible for the fabless business.

If the company succeeds in developing its own GPU chip, it will be able to reduce dependence on external players such as AMD and achieve long-term cost savings. Once its in-house GPU chips are stabilized and further advanced, their application could expand to various on-device artificial intelligence (AI) devices, including robots and extended reality (XR) equipment.

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