The upcoming Pixel 10 is set to feature the Tensor G5 application processor, marking a significant shift in Google’s approach. Unlike its predecessors, which were based on a Samsung Exynos foundation, the Tensor G5 will be fully designed by Google.
This change allows for the integration of unique Pixel features directly into the chipset. Additionally, TSMC will manufacture the Tensor G5, making it the first Tensor System on Chip (SoC) produced by the world’s largest semiconductor foundry.
Previously, all Tensor chips were produced by Samsung Foundry. There has been speculation regarding an early prototype of the Tensor G5, shared by a leaker on “X”.
The leaker, known as @Jukanlosreve, posted an image of a chip labeled SEC, which is often associated with Samsung. However, this designation might be misleading as Samsung typically uses this abbreviation in press releases rather than on finished chips.
Furthermore, there are indications that certain details on the chip have been obscured, raising questions about the authenticity of its origin. Interestingly, Samsung Foundry reportedly anticipated winning the contract for the Tensor G5 production.
A Korean financial newsletter disclosed that the foundry was investigating its loss of this business to TSMC, suggesting that Samsung might not have foreseen Google’s decision. As for the performance of the Tensor G5, the consensus seems optimistic, with expectations of it being a significant upgrade for the Pixel 10 series, which is expected to be unveiled on August 20 and released on August 28.
In the broader context, Samsung Foundry has been facing challenges, with its market share declining to 7.7% in Q1 2025. Meanwhile, TSMC’s share has seen a slight increase, highlighting the competitive landscape in semiconductor manufacturing.