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Google Pixel 10’s Tensor G5 chipset could be very different — here’s what we know

Google Pixel 10’s Tensor G5 chipset could be very different — here’s what we know

  • 19.03.2025 11:39
  • tomsguide.com
  • Keywords: High, Low

Google's Pixel 10 will feature Tensor G5, built with TSMC instead of Samsung, potentially boosting performance. The chip uses Arm CPUs, IMG DXT GPU, and VeriSilicon display controller, along with a custom ISP for improved camera capabilities.

Alphabet ReportsARMsentiment_neutral

Estimated market influence

Google

Positivesentiment_satisfied
Analyst rating: N/A

Google is developing the Tensor G5 chipset for their Pixel 10 devices. They are switching from Samsung to TSMC for manufacturing, which could improve performance and efficiency.

Samsung

Negativesentiment_dissatisfied
Analyst rating: N/A

Samsung is losing a major client in Google as they switch chip manufacturers. This could impact their revenue and market share in the semiconductor industry.

TSMC

Positivesentiment_satisfied
Analyst rating: N/A

TSMC is gaining a new client, Google, which may increase their revenue and strengthen their position in the semiconductor manufacturing sector.

Arm

Arm

Neutralsentiment_neutral
Analyst rating: Buy

Arm supplies CPU components for the Tensor G5. This is likely a continuation of an existing partnership without immediate financial impact or market position change.

Imagination Technologies

Neutralsentiment_neutral
Analyst rating: N/A

Imagination Technologies provides GPU components, similar to Arm's role; no direct financial impact mentioned but supports Google's hardware development.

Chips&Media

Positivesentiment_satisfied
Analyst rating: N/A

Chips&Media is supplying video codec solutions to Google, which could lead to improved performance and efficiency in the Pixel 10 devices.

VeriSilicon

Neutralsentiment_neutral
Analyst rating: N/A

VeriSilicon provides display controller components. This is a new partnership that may not have significant immediate impact but supports hardware development.

Context

Analysis of Google Pixel 10’s Tensor G5 Chipset

Key Changes in Tensor G5

  • Manufacturing Shift: Google is transitioning from Samsung to TSMC for chip manufacturing, marking a significant change in supply chain strategy.
  • Process Technology: The Tensor G5 will be built on a 3nm process, down from the previous 4nm node, promising higher transistor density and improved energy efficiency.
  • CPU & GPU Sources:
    • CPU: Based on Arm Cortex cores (same as previous Tensor chips).
    • GPU: Switching from Samsung's Mali to Imagination Technologies' IMG DXT, potentially enhancing graphics performance.
  • Video Codec Update: Replacing custom "BigWave" and Samsung MFC codecs with an off-the-shelf solution from Chips&Media.
  • Display Controller: Transitioning from Samsung's DPU to VeriSilicon DC9000.
  • ISP Innovation: Introducing a fully custom Image Signal Processor (ISP) for cameras, instead of modifying Samsung-made ISPs.

Market and Business Implications

  • Performance Expectations: While the CPU remains similar to previous Tensor chips, the 3nm process could lead to modest performance improvements and better energy efficiency.
  • Competitive Dynamics: Google’s shift to TSMC may signal a strategic move away from Samsung dependency, potentially improving control over hardware integration and differentiation in the Android ecosystem.
  • Long-Term Effects: The adoption of more in-house technology (e.g., custom ISP) could strengthen Google's competitive edge in AI-driven features and camera capabilities.

Strategic Considerations

  • Supply Chain Diversification: Moving to TSMC reduces reliance on Samsung, which could mitigate risks related to supply chain disruptions.
  • Cost and Efficiency: The 3nm process and new components may lead to cost savings and improved efficiency, though initial development costs could be high.
  • Regulatory Impact: No immediate regulatory concerns noted, but future semiconductor policies could influence Google’s manufacturing strategy.

Conclusion

The Tensor G5 represents a strategic pivot for Google, focusing on in-house innovation and external partnerships to enhance hardware capabilities. While the exact performance impact remains unclear, the shift to TSMC and new components positions Google to potentially strengthen its competitive position in the smartphone market.