Google Delays Custom Chip for Pixel Phones Until 2025, Switches to TSMC for Production
Google’s ambition to create its own custom-designed chips for its Pixel smartphones has hit a snag. The company has reportedly pushed back the release of a fully custom chip, codenamed Redondo, from 2024 to 2025. Additionally, it has decided to partner with TSMC, the world’s largest contract chipmaker, instead of its current partner Samsung Electronics for the production of these chips. This decision comes as Google aims to achieve greater control over its hardware, a move that mirrors strategies employed by other tech giants like Apple and Nvidia.
The Delay
According to The Information, Google’s original plan was to replace its existing semicustom chips, co-designed with Samsung, with the fully custom Redondo chip in 2024. However, the company has now opted to delay the release by a year and will instead introduce its Laguna chip in 2025. The Laguna chip will be based on TSMC’s 3-nanometer manufacturing process, considered the world’s most advanced chipmaking technology, potentially offering enhanced performance and energy efficiency for Pixel devices.
Shifting Partnerships
Google’s decision to switch from Samsung to TSMC for its chip production is significant. It signifies a strategic shift towards a partnership with a company known for its cutting-edge manufacturing capabilities and a commitment to innovation. TSMC’s customer roster includes industry heavyweights like Apple and Nvidia, highlighting its strong position in the semiconductor market. This move suggests that Google is seeking to tap into TSMC’s expertise to optimize its chip development and production process.
Tensor G3 and Future Pixel Devices
Google’s current Pixel phones are powered by its Tensor G2 chipset, a semicustom chip built on Samsung’s 4-nanometer manufacturing process. Although the delay in releasing a fully custom chip, Google’s continued investment in the Tensor line confirms its commitment to developing and iterating on its own silicon. The upcoming Pixel 8 series is expected to feature the next-generation Tensor G3 chipset, codenamed "Zuma." Leaked information suggests the Tensor G3 will boast a 1+4+4 core configuration with a 3.00GHz Cortex-X3 core for high-performance tasks.
Implications for the Pixel Ecosystem
Google’s decision to invest heavily in custom chip development signals its ambition to differentiate its Pixel phones from the competition. By having greater control over the chips powering its devices, Google aims to deliver unique features and optimizations that cater to the specific needs of its users. This could include advancements in AI processing capabilities, improved camera performance, and enhanced power management, further boosting the Pixel’s appeal.
A Growing Trend
This move by Google aligns with a growing trend among major technology companies, who are increasingly investing in in-house chip design and production. Companies like Apple, Qualcomm, and AMD have all invested heavily in custom silicon, showcasing the strategic importance of silicon design and manufacturing in the global tech landscape.
The Future of Google’s Chip Strategy
While the delay might be a temporary setback, Google’s commitment to developing its own chips remains firm. By partnering with TSMC and adopting the most advanced manufacturing processes, Google aims to position its Pixel devices as leaders in the smartphone market. As Google continues to invest in its chip strategy, it could potentially pave the way for future innovations in the Pixel ecosystem and beyond.
In Conclusion
Google’s decision to delay its custom chip release and shift to TSMC indicates a strategic shift towards a future where the company aims to exert greater control over its hardware. These developments signal significant investments in the Pixel ecosystem, potentially leading to better performance, enhanced AI features, and stronger differentiation in the competitive smartphone market. As Google continues to refine its chip strategy, the future holds exciting possibilities for its Pixel devices and its position within the evolving world of semiconductor technology.
